If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Our firm has sad news.
It was brought to our attention that on the afternoon of June 6, 2023, Diana Joseph passed away. This was unforeseen and our staff has been notified and is deeply saddened.
Diana wanted to protect her clients and colleagues at Telemus from knowing and worrying about her health condition. Diana was truly a class act and didn’t want anyone to be concerned. She battled an aggressive and ultimately incurable cancer with unsurprising tenacity.
Anyone that knew Diana, knew that she always put her clients first. It was one of the many reasons why we formed a Partnership with her firm years ago. She planned to work forever so that she could continue to do what she loved – taking care of her clients.
She had a vision to cultivate and grow a team for the future to ensure that her clients had a solid transition plan if anything were to happen to her. Those transition plans were already in place with a strong Telemus team. Unfortunately, the timeline has now been accelerated. We will continue to embrace Diana’s amazing legacy. There will not be any changes to our investment process and your current service team - we will continue to provide the service and results you have grown accustomed to. Your team will be reaching out to you in the next few days.
There is no scheduled funeral service or visitation at this time, but a memorial service may be held in the future. We will share information as we receive it. In accordance with Diana’s wishes, contributions in her memory may be made to either the Sierra Club Foundation or Young at Heart Senior Pet Adoption (4301 IL-47, Woodstock, IL 60098)
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