Supporting you through every step of your financial journey.
Meet the Shared Services Team
Specifically built for Sound Partners, our Shared Services Team is a group of professionals dedicated to providing you with additional confidence during your financial journey. Adding to the integrated, holistic service approach that Sound Partners prides itself on, this team is knowledgeable about your goals, account and specific needs. Each step of the way, they have you in mind and work diligently to support you and enhance your experience.
Cathy Palmer
SHARED SERVICES MANAGER & CLIENT CONCIERGE
Cathy believes that having a team of dedicated professionals provide exceptional service – whether for new business, service, or a dedicated point of contact – creates an environment where the client feels they are being well taken care of and that they have people providing them with specialized services to meet every need.
Chelsey Bennett
CLIENT CONCIERGE
As a Client Concierge, Chelsey is focused on the client’s experience during their financial journey with Sound Partners. She serves as a dedicated resource for clients, efficiently preparing for discussions and then executing the decisions that the clients and financial advisors make together.
Ashley Norville
NEW BUSINESS SPECIALIST - WEALTH
Ashley believes that clients should come first and can make the relationship go a long way. Sound Partners truly values the importance of building a relationship within the company as well as with our clients.
Lauren VanFosson
NEW BUSINESS SPECIALIST - INSURANCE
Providing good customer service helps our clients place their trust in us and makes them feel comfortable. This leads to client retention and has the potential to generate new clients. Going above and beyond and providing good customer service plays a key role in growing a business successfully.
Tiffany Irizarry
Service Request Specialist
Tiffany loves the team aspect of Sound Partners. She feels Sound Partners is a place of open communication and team bonding. This also helps build relationships with our clients.
Marilyn Velez
GROUP HEALTH & GROUP RETIREMENT SPECIALIST
Marilyn prides herself on ensuring all clients have a positive experience. She treats clients the way she would like to be treated. It’s important for keeping good clients and creating more business with them or new clients from referrals .
Shawn Moore
DIRECTOR OF FIRST IMPRESSIONS
Shawn understands that her role as the Director of First Impressions leaves a mark on the Sound Partners name. Shawn believes that good service is vital to an organization’s success as it builds trust and rapport with your current client base as well as your partners.
Cheryl Sweeney
ADMINISTRATIVE ASSISTANT
Superior service is required to build superior relationships. How you provide service, personally or professionally, casts a light on how you view and treat people in general. If you can provide the service someone needs in a courteous, timely and efficient manner you build trust and trust builds solid relationships.
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.