I have never met my broker — in person, that is; all of our business has been done over the phone. I have been a customer of Andy (my present broker) and before him, Joe, who left to start his own business, for about 25 years.
I first needed a broker about a year after moving to the Boston area, when we purchased our first house. I needed to sell some stock to finance the down payment, stock which was being held by a firm in New York.
So I called the Boston office and asked for a broker. They assigned me to Joe.
Joe, of course, suggested that I come in to the office so we could talk things over. I resisted; I was still intimidated by the idea of driving into Boston.
And so, despite the fact that Joe was in Boston and I was living in Newton, we never met in person. Then he moved to another firm, and I followed him. Then he was transferred to Springfield, and I followed him.
Then he moved to the Virginia offices of UBS. He called, asking me if I wanted to follow him once more, adding that in the future we would have to do all our business by long distance phone.
I gently reminded him that in the seven or so years I had been his cllient, we had never met in person.
I was Joe’s client until he left to start his own business, when he passed me on to his assistant, Andy.