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Dear Team, I hope this message finds you well. My name is Sean Fitzpatrick, and I was referred to your office by Lorna Truett for assistance with implementing a Qualified Domestic Relations Order (QDRO). Attached to this email, you will find the following documents for your review: • A copy of the Marital Settlement Agreement • The latest statements for the three investment accounts requiring transfer Please let me know the next steps in this process or if you require any additional information or documentation from me. Thank you in advance for your assistance, and I look forward to your guidance. Best regards, Sean Fitzpatrick Phone: (407) 675-7376 Email: fitzpatse@gmail.com
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