Special Needs? Seek Out An Advisor Who Gets It
By: Ashlea Ebeling - November 20, 2017
When her autistic son, Gregory, was nearing 18, Kathy Hebert made a call to her longtime brokerage firm for financial advice related to his special needs and hung up in tears. They just didn’t get it. Then, she made a cold call to Bank of America Merrill Lynch financial advisor Daniel Cutter who helped Hebert and her husband figure out the special needs puzzle, with the handholding required. “These are really adult decisions, and Dan was aware to the sensitivity that we’re going through, having a plan for Gregory’s life after we’ll be gone,” says the 50-something Fremont-Calif. mom, adding, “It’s so overwhelming.”
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