Account Access | Client Vault

Jeanne Coogan *

  • Receptionist/Administrative Assistant
    Jeanne Coogan

    Jeanne Coogan*
    Receptionist/Administrative Assistant

    My primary role at Phase 3 revolves around you, our client. One of my key responsibilities is answering the telephone and ensuring you are directed to someone who will be able to address your questions or handle your requests in a timely fashion. Additionally, I am your primary point of contact for scheduling your appointment with our advisors at a time that best works for you. I also perform a variety of tasks that assist our advisors and keep them available to provide you with personal and attentive service. I have been a part-time member of the Phase 3 team since 2013. I am an avid golfer, enjoy volunteering at PGA golf tournaments and traveling with my husband. Additionally, I serve as a Team Leader for a local foundation that provides heart screenings to high school students whose mission is to identify those who are at risk of sudden cardiac death before they are stricken so they can obtain treatment.

    Back

To learn more about the professional history of our advisors/firm, please visit

Brokercheck

Newsletter Sign Up

Tell A Friend

Featured News

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced

Copyright © 2018 Phase 3 Advisory Services, Ltd. All Rights Reserved