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ClientsDaniel Reyes

Daniel Reyes

Active

Age 48 · Seattle, Washington

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts2 linkedLast contactSeptember 8, 2026
OverviewAssetsGoals4Documents4Contact log3
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

MeetingSeptember 8, 2026 2:00 PM · 45 minCWClaire Whitfield

Reviewed first-half performance. Discussed when to start drawing on the college fund.

Contacted
CallAugust 19, 2026 10:30 AM · 15 minCWClaire Whitfield

Sent the proposal and confirmed receipt.

Contacted
EmailJuly 10, 2026 9:00 AM · 5 minCWClaire Whitfield

Sent the performance report.

In discussion