The 2020 IA25: Amy Webber

This is an opportunity to leverage numerous digital solutions and tools to create a scalable, and at the same time, highly unique communications strategy and service experience for their clients.

The mantra should be, "even in the midst of chaos, a calm perspective will bring clarity and wise decisions."

Biggest Challenges

We serve those who serve others. The biggest challenge has been balancing the needs and safety of everyone across our Cambridge Nation.

Circumstances change rapidly and reflect so many dynamics from federal to state to city levels, as well as regulatory impacts. In addition, we also have economic disruption on global and national scale and international market volatility.

It takes teams of professionals to continuously focus on intercepting, assessing, applying and communicating changes and relative impacts for our advisors, their clients, our associates, and our firm, community and industry.

At the same time, reflecting social distancing best practices means we've adapted how we engage with each other.

We recognize that financial services professionals are considered essential critical infrastructure workers — meaning they have a special responsibility to maintain their normal work schedule by serving millions of others dependent on them every day for their financial well-being.

This includes hundreds of our associates, thousands of financial professionals and their teams, and millions of investing clients who need access to their financial accounts — especially now.