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The Williams Group
City, State, Zip Cemail@email.com
Dear Julie,
I am writing this letter to inform all my clients that I will soon be retiring. I am sure you may have heard rumors but this is the confirmation. After 22 years, I am leaving Weston PA Financial Services, my final day being December 20 of this year. I do this with a heavy heart, but my wife’s health is going to require more attention than I can give to her and a full time job.
I want to assure all my clients their accounts will be turned over to good hands. My right hand and long-time associate, Dimitri Alkaev, will be taking over the Account Manager position and will be personally responsible for all my accounts. Dimitri has been with Weston PA for 10 years and for most of those anytime you saw me, you saw Dimitri. I am confident he will manage your portfolio with the same level of excellence you have grown accustomed to.
I want you to know it has been a pleasure. I have been in this business for 35 years and my 22 with Weston PA has been filled with wonderful experiences and associations with great people like yourselves who made even the craziest days pleasurable. I wish you the best in all your future ventures.
Best regards,
Breanna Wallace
