Linda Catomer *

  • Financial Planning/Compliance Assistant
    Linda Catomer

    Linda Catomer*
    Financial Planning/Compliance Assistant

    As a Financial Planning Assistant, I am the first person to call with questions about your accounts or if you need help you meet your cash flow needs. I am happy to build our long-term relationship by assisting you to prepare forms and other items related to your phone requests and email inquiries – including notarizing your documents; establishing and reconciling accounts and answering your questions about Aqumulate, our data aggregation software provider.  You can also count on me to gather and organize data and reports for meetings with your Advisor and complete other administrative tasks to maintain the high standard of support and service you deserve. As a member of the Phase 3 team since 2013, I work in tandem with the financial advisors and ensure compliance with financial industry regulations. In my spare time, I enjoy walking my dog, reading, cooking and entertaining, as well as pursuing my passion for quilting and spending time with grandchildren whenever possible.


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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.

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