Mr. Andres Adames III joined the firm in 2022. As a Custody Operations Specialist, Andres is primarily responsible for new account processing, daily administration and maintenance of client accounts, validating data regarding statements, taxes and reporting, client portal user setup, and web portal support.
Operations Specialist
Lincoln Investment Planning
© 2025 The Haverford Trust Company. All Rights Reserved. The Haverford Trust Company is a subsidiary of Drexel Morgan & Co.
© 2025 The Haverford Trust Company. All Rights Reserved. The Haverford Trust Company is a subsidiary of Drexel Morgan & Co.
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