SAN DIEGO – If the people at CAPTRUST Financial Advisors were really smart, they'd find a way to clone Phyllis Klein.
I met Ms. Klein, who is the senior director of the Consulting Research Group at CAPTRUST, by phone recently and was soon wishing she was in my life in a more meaningful way.
And by that, I mean I was ready to make her my financial advisor, not that that's her job exactly.
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