Meet Investment Services.

As Investment Support Representatives with over 25 years of combined industry experience, our expertise lies in our ability to assist Self-Managed clientele with all aspects of their account servicing needs.

• Account openings & maintenance
• Account research & resolution
• Cost basis information
• Equity & mutual fund trades
• Corporate actions such as stock splits and tender offers

In our role, we also serve as a liaison between members and our Financial Advisors, providing back-up support for managed accounts. If you do not currently work with an advisor but are considering doing so, we can assist you with the completion of a needs assessment to identify a representative best suited for you.

Team 

Makara Hang
Investment Support Representative, RJFS
I enjoy educating others about investing partially because I grew up in a family of great savers. I entered the Financial Services industry in 1996. I’ve served as a Business Banker with California Federal Bank and later worked as an Investment Representative for Wachovia Bank and Washington Mutual, before joining Addison Avenue Investment Services in 2000.

Outside of work, my family and I enjoy traveling and living an active lifestyle.

Steven Kurta
Investment Support Representative, RJFS
I’ve been in the financial services industry for more than seven years. Prior to joining Addison Avenue, I was a Financial Advisor for AXA Advisors. My favorite part of this career is educating people about the steps they can take now to make their family situation better, and inspire them to set new goals.

Outside of work, I enjoy spending time with my wife and son. As a family, we enjoy hiking, traveling and playing music.

Raymond James Corporate
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