Daily News | Dear Abby | Financial adviser ignores contact preferences
My husband and I have some money in a mutual fund. Our new, very young financial adviser, “Alec,” seems sexist. He has phoned us four times asking to speak with my husband, and each time my husband refuses to speak to him. Since my name is also on our account, my husband said that I should speak to him. I have told Alec twice that my husband has hearing aids and it’s difficult for him to hear people on the phone, which is why he wants me to be the contact.
I’ve told him that I feel he’s being sexist, but he denies it. He said he tries very hard not to be, and he’s sorry if I feel he is. Alec called asking for my husband again today. We let it go to voice mail. Now I’m wondering if I should return his call and complain again, write him a letter or complain to his superiors.
Herein lies my problem: A month ago, during one of our bimonthly phone conversations, I told her that she and my brother-in-law had an open invitation to visit anytime they wanted. She responded that she could never travel that far. If anything happened to one of her family members, she would never forgive herself for not being there for them. Well, since then she has traveled with friends to take part in a five-day sporting event 325 miles away from her family.
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