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Melinda Smith

Melinda Smith

Client Services Associate

909-869-7880 Ex. 209

MSmith@TAGFinancial.com

Melinda is responsible for managing and optimizing daily operational workflows within The Advisory Group while delivering high-quality client service. Melinda helps ensure that tasks are completed accurately and on time. Acts as a liaison between advisors, and internal team members to track progress, resolve issues, and maintain seamless processes.