Aimee Keeney
Firenze Wealth Management
LPL Financial
Tigard
OR
Aimee Keeney
Senior Vice President, Financial Advisor
Michael Warr founded The Warr Group at Morgan Stanley, where he specializes in retirement planning, estate strategies, and family wealth advisory for clients across Alabama and the Southeast. Duis...
Firms
LPL Financial
Location
Tigard, OR
Team
Firenze Wealth Management
$1.8B
Assets Under Management
Andrew Briggs
The Briggs Group at Plaza Advisory
Steward Partners
St. Louis
MO
Firms
Steward Partners
Location
St. Louis, MO
Team
The Briggs Group at Plaza Advisory
Andrew Mitchell
Fiduciary Financial Advisors
Grand Rapids
MI
Firms
Fiduciary Financial Advisors
Location
Grand Rapids, MI
Team
Andrew Vahab
The Vahab Group
J.P. Morgan Wealth Management
Boca Raton
FL
Firms
J.P. Morgan Wealth Management
Location
Boca Raton, FL
Team
The Vahab Group
Andy Murphy
Wingman Capitol Group
UBS Financial Services Inc.
Bethesda
MD
Firms
UBS Financial Services Inc.
Location
Bethesda, MD
Team
Wingman Capitol Group
Andy Schwartz
OnePoint BFG Wealth Partners
Parsippany
NJ
Firms
OnePoint BFG Wealth Partners
Location
Parsippany, NJ
Team
Angela Mello
The Bravo Group
Morgan Stanley Private Wealth Management
New York
NY
Firms
Morgan Stanley Private Wealth Management
Location
New York, NY
Team
The Bravo Group
Angela Raitzin
Cresset Asset Management
New York
NY
Firms
Cresset Asset Management
Location
New York, NY
Team
Ann Marie Etergino
The Etergino Group
RBC Wealth Management
Chevy Chase
MD
Firms
RBC Wealth Management
Location
Chevy Chase, MD
Team
The Etergino Group
Anna Winderbaum
Lerner Winderbaum Team
Morgan Stanley Private Wealth Management
New York
NY
Firms
Morgan Stanley Private Wealth Management
Location
New York , NY
Team
Lerner Winderbaum Team
Anthony Parmisano
Graystone Santa Rosa
Graystone Consulting of Morgan Stanley
Santa Rosa
CA
Firms
Graystone Consulting of Morgan Stanley
Location
Santa Rosa, CA
Team
Graystone Santa Rosa
Ari Paxinos
Paxinos, Lamberti, Bilton & Associates
Merrill Private Wealth Management
Chicago
IL
Firms
Merrill Private Wealth Management
Location
Chicago, IL
Team
Paxinos, Lamberti, Bilton & Associates
Austin Dodd
The Dodd Consulting Team
UBS Wealth Management
Atlanta
GA
Firms
UBS Wealth Management
Location
Atlanta, GA
Team
The Dodd Consulting Team
Avery Saxe
The Benassi Harbold Saxe Group
Merrill Lynch Wealth Management
Bel Air
MD
Firms
Merrill Lynch Wealth Management
Location
Bel Air, MD
Team
The Benassi Harbold Saxe Group
Beau Delafield
Goldman Sachs Wealth Management
Palm Beach
FL
Firms
Goldman Sachs Wealth Management
Location
Palm Beach, FL
Team
Beth Norman
The Norman Fletchall Team
RBC Wealth Management
Madison
WI
Firms
RBC Wealth Management
Location
Madison, WI
Team
The Norman Fletchall Team
Beth Rosenwald
Rosenwald Private Wealth
RBC Wealth Management
Baltimore
MD
Firms
RBC Wealth Management
Location
Baltimore, MD
Team
Rosenwald Private Wealth
Blake Brignac
Woods Brignac Wealth Management
Raymond James
Lake Charles
LA
Firms
Raymond James
Location
Lake Charles, LA
Team
Woods Brignac Wealth Management
Blake Ellis
Kercheval Financial Group
Wells Fargo Advisors Financial Network
Grosse Pointe Farms
MI
Firms
Wells Fargo Advisors Financial Network
Location
Grosse Pointe Farms, MI
Team
Kercheval Financial Group
Bob Scherer
Graystone Consulting Metropolitan D.C.
Graystone Consulting of Morgan Stanley
Potomac
MD
Firms
Graystone Consulting of Morgan Stanley
Location
Potomac, MD
Team
Graystone Consulting Metropolitan D.C.
Brad Roberts
Key Partners
UBS Wealth Management
Atlanta
GA
Firms
UBS Wealth Management
Location
Atlanta, GA
Team
Key Partners
Breana Cole
PSS Partners
UBS Private Wealth Management
Boston
MA
Firms
UBS Private Wealth Management
Location
Boston, MA
Team
PSS Partners
Bret Stein
PNC - Scottsdale
PNC
Scottsdale
AZ
Firms
PNC
Location
Scottsdale, AZ
Team
PNC - Scottsdale
Brett Herbison
Graystone Consulting Midwest
Graystone Consulting of Morgan Stanley
Oak Brook
IL
Firms
Graystone Consulting of Morgan Stanley
Location
Oak Brook, IL
Team
Graystone Consulting Midwest
Brian Bell
St. Louis Wealth Management Group
RBC Wealth Management
Clayton
MO
Firms
RBC Wealth Management
Location
Clayton, MO
Team
St. Louis Wealth Management Group
Brian Kroneberger
The Kroneberger Group
RBC Wealth Management
Hunt Valley
MD
Firms
RBC Wealth Management
Location
Hunt Valley, MD
Team
The Kroneberger Group
Brian Parker
EP Wealth Advisors
Torrance
CA
Firms
EP Wealth Advisors
Location
Torrance, CA
Team
Brian Pfeifler
Morgan Stanley Private Wealth Management
Palm Beach
FL
Firms
Morgan Stanley Private Wealth Management
Location
Palm Beach, FL
Team
Brock Van Selow
The Capital Group Institutional Consulting
UBS Wealth Management
Washington DC
DC
Firms
UBS Wealth Management
Location
Washington DC, DC
Team
The Capital Group Institutional Consulting
Brooke McGeehan
The McGeehan Wealth Management Group
RBC Wealth Management
Princeton
NJ
Firms
RBC Wealth Management
Location
Princeton, NJ
Team
The McGeehan Wealth Management Group
Bruce Hartzmark
The Hartzmark Group
Oppenheimer
Beechwood
OH
Firms
Oppenheimer
Location
Beechwood, OH
Team
The Hartzmark Group
Bryce Bell
St. Louis Wealth Management Group
RBC Wealth Management
Clayton
MO
Firms
RBC Wealth Management
Location
Clayton, MO
Team
St. Louis Wealth Management Group
Cameron Stewart
Ohio Valley Wealth Management (member of Advisory Services Network)
St. Petersburg
FL
Firms
Ohio Valley Wealth Management (member of Advisory Services Network)
Location
St. Petersburg, FL
Team
Carol Wilshire
RBC Wealth Management
El Segundo
CA
Firms
RBC Wealth Management
Location
El Segundo, CA
Team
Catherine Chen
SRI Wealth Management Group
RBC Wealth Management
San Francisco
CA
Firms
RBC Wealth Management
Location
San Francisco, CA
Team
SRI Wealth Management Group
Charles Zhang
Zhang Financial
Portgage
MI
Firms
Zhang Financial
Location
Portgage, MI
Team
Cheryl Young
Young & Associates
Rockefeller Capital Management
Los Gatos
CA
Firms
Rockefeller Capital Management
Location
Los Gatos, CA
Team
Young & Associates
Chip Swatta
Swatta Investment Group
RBC Wealth Management
Annapolis
MD
Firms
RBC Wealth Management
Location
Annapolis, MD
Team
Swatta Investment Group
Chong Luo
The Carufe Group
Morgan Stanley Private Wealth Management
Palm Beach
FL
Firms
Morgan Stanley Private Wealth Management
Location
Palm Beach, FL
Team
The Carufe Group
Chris Borden
Stedmark Partners
Janney Montgomery Scott
Philadelphia
PA
Firms
Janney Montgomery Scott
Location
Philadelphia, PA
Team
Stedmark Partners
Chris Theis
Guardian Advisors
Ameriprise Financial Services
Millsboro
DE
Firms
Ameriprise Financial Services
Location
Millsboro, DE
Team
Guardian Advisors
Chuck West
Graystone Consulting Tampa
Graystone Consulting of Morgan Stanley
Boca Raton
FL
Firms
Graystone Consulting of Morgan Stanley
Location
Boca Raton, FL
Team
Graystone Consulting Tampa
Clement Chenneveau
Altium Wealth Architecture
Montreal, Canada
Canada
Firms
Altium Wealth Architecture
Location
Montreal, Canada, Canada
Team
Damion Carufe
The Carufe Group
Morgan Stanley Private Wealth Management
Palm Beach
FL
Firms
Morgan Stanley Private Wealth Management
Location
Palm Beach, FL
Team
The Carufe Group
Damon Barglow
PNC - Boston
PNC Financial Services Group
Boston
MA
Firms
PNC Financial Services Group
Location
Boston, MA
Team
PNC - Boston
Dan Tichenor
Graystone San Francisco
Graystone Consulting of Morgan Stanley
San Francisco
CA
Firms
Graystone Consulting of Morgan Stanley
Location
San Francisco, CA
Team
Graystone San Francisco
Dana Locniskar
The Locniskar Pursel Bucher Biddinger Group
Merrill Private Wealth Management
Bloomfield Hills
MI
Firms
Merrill Private Wealth Management
Location
Bloomfield Hills, MI
Team
The Locniskar Pursel Bucher Biddinger Group
Daniel Dozier
The Dozier Group
Merrill Lynch Wealth Management
Phoenix
AZ
Firms
Merrill Lynch Wealth Management
Location
Phoenix, AZ
Team
The Dozier Group
Daniel Nelson
Ameriprise Financial Services
Willmar
MN
Firms
Ameriprise Financial Services
Location
Willmar, MN
Team
Daniel Soares
545 Group
Morgan Stanley
Menlo Park
CA
Firms
Morgan Stanley
Location
Menlo Park, CA
Team
545 Group
Daniel White
The McNamee White Group
J.P. Morgan Wealth Management
Los Angeles
CA
Firms
J.P. Morgan Wealth Management
Location
Los Angeles, CA
Team
The McNamee White Group
Darcy Carroll
Lighthouse Wealth Management
William Blair Private Wealth Management
Baltimore
MD
Firms
William Blair Private Wealth Management
Location
Baltimore, MD
Team
Lighthouse Wealth Management
David Bahnsen
The Bahnsen Group
Hightower Advisors
Newport Beach
CA
Firms
Hightower Advisors
Location
Newport Beach, CA
Team
The Bahnsen Group
David Freeman
Wells Fargo Advisors Financial Network
Denver
CO
Firms
Wells Fargo Advisors Financial Network
Location
Denver, CO
Team
David Shoup
1847Financial
HTK
Wayne
PA
Firms
HTK
Location
Wayne, PA
Team
1847Financial
Deborah Montaperto
The Polk Wealth Management Group
Morgan Stanley Private Wealth Management
Palm Beach
FL
Firms
Morgan Stanley Private Wealth Management
Location
Palm Beach, FL
Team
The Polk Wealth Management Group
Dennis Valentino
Heirloom Wealth Advisors
Wells Fargo Advisors Financial Network
Wilmington
DE
Firms
Wells Fargo Advisors Financial Network
Location
Wilmington , DE
Team
Heirloom Wealth Advisors
Derick Grembi
MG & Associates
Merrill Private Wealth Management
Bloomfield Hills
MI
Firms
Merrill Private Wealth Management
Location
Bloomfield Hills, MI
Team
MG & Associates
Dimitri Chimerakis
The Palm Beach Wealth Management Group
Morgan Stanley Wealth Management
Palm Beach Gardens
FL
Firms
Morgan Stanley Wealth Management
Location
Palm Beach Gardens, FL
Team
The Palm Beach Wealth Management Group
Don Banks
J.P. Morgan Wealth Management
Monroe
LA
Firms
J.P. Morgan Wealth Management
Location
Monroe, LA
Team
Earle Dodd
The Dodd Consulting Team
UBS Wealth Management
Atlanta
GA
Firms
UBS Wealth Management
Location
Atlanta, GA
Team
The Dodd Consulting Team
Eden Lopez-Robles
The LSS Group
RBC Wealth Management
New York
NY
Firms
RBC Wealth Management
Location
New York , NY
Team
The LSS Group
Elizabeth Ley
Principal Financial Group
Canonsburg
PA
Firms
Principal Financial Group
Location
Canonsburg, PA
Team
Elizabeth Weikes
The Weikes Slattery Group
Wells Fargo Advisors Financial Network
New York
NY
Firms
Wells Fargo Advisors Financial Network
Location
New York , NY
Team
The Weikes Slattery Group
Emily Chan
Emily Chan Wealth Management
Ameriprise Financial Services
San Rafael
CA
Firms
Ameriprise Financial Services
Location
San Rafael, CA
Team
Emily Chan Wealth Management
Eric Wittek
Marwell Wittek Group
RBC Wealth Management
Austin
TX
Firms
RBC Wealth Management
Location
Austin, TX
Team
Marwell Wittek Group
Eric Wolf
PAG?
Glen Allen
VA
Firms
PAG?
Location
Glen Allen, VA
Team
Erik Burger
Graystone Consulting - Troy
Graystone Consulting of Morgan Stanley
Troy
MI
Firms
Graystone Consulting of Morgan Stanley
Location
Troy, MI
Team
Graystone Consulting - Troy
Erik Oiler
SVLO Chicago Group
Graystone Consulting of Morgan Stanley
Chicago
IL
Firms
Graystone Consulting of Morgan Stanley
Location
Chicago, IL
Team
SVLO Chicago Group
Evan Whaley
Oppenheimer Stamford
Oppenheimer
Stamford
CT
Firms
Oppenheimer
Location
Stamford, CT
Team
Oppenheimer Stamford
Geoff Brent
Atlantic Investment Group
RBC Wealth Management
Hunt Valley
MD
Firms
RBC Wealth Management
Location
Hunt Valley, MD
Team
Atlantic Investment Group
George Getz
Morgan Stanley Wealth Management
Greenwich
CT
Firms
Morgan Stanley Wealth Management
Location
Greenwich, CT
Team
Geri Pell
Rise Private Wealth Management
Ameriprise Financial Services
Rye Brook
NY
Firms
Ameriprise Financial Services
Location
Rye Brook, NY
Team
Rise Private Wealth Management
Greg Kroencke
The Kroencke Group
Morgan Stanley Wealth Management
Houston
TX
Firms
Morgan Stanley Wealth Management
Location
Houston, TX
Team
The Kroencke Group
Greg Vaughan
545 Group
Morgan Stanley Private Wealth Management
Menlo Park
CA
Firms
Morgan Stanley Private Wealth Management
Location
Menlo Park, CA
Team
545 Group
Guillermo Araoz
PNC
Birmingham
AL
Firms
PNC
Location
Birmingham , AL
Team
Harry Zwick
Zwick Wealth Management
Merrill Lynch Wealth Management
New York
NY
Firms
Merrill Lynch Wealth Management
Location
New York, NY
Team
Zwick Wealth Management
Hillary Cullen
ViewPoint Partners
UBS Private Wealth Management
New York
NY
Firms
UBS Private Wealth Management
Location
New York, NY
Team
ViewPoint Partners
Hunter Osolin
Oppenheimer Cleveland
Oppenheimer
Beechwood
OH
Firms
Oppenheimer
Location
Beechwood, OH
Team
Oppenheimer Cleveland
Jackie Moss
The Moss Team
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
The Moss Team
James "Jim" Atwood
The Atwood Group
J.P. Morgan Wealth Management
Palm Beach Gardens
FL
Firms
J.P. Morgan Wealth Management
Location
Palm Beach Gardens, FL
Team
The Atwood Group
James "Jim" Clarke
The Clarke Group
Merrill Lynch Wealth Management
Darien
CT
Firms
Merrill Lynch Wealth Management
Location
Darien, CT
Team
The Clarke Group
James Woldert
The Woldert Group
Morgan Stanley Wealth Management
Houston
TX
Firms
Morgan Stanley Wealth Management
Location
Houston, TX
Team
The Woldert Group
Jamie Hogan
Raymond James
St. Louis
MO
Firms
Raymond James
Location
St. Louis, MO
Team
Jason Miyashita
Asia Pacific Group
Raymond James
Maite
Guam
Firms
Raymond James
Location
Maite, Guam
Team
Asia Pacific Group
Jason Zaks
The Bryan Zaks Team
Alex. Brown of Raymond James
Winston-Salem
NC
Firms
Alex. Brown of Raymond James
Location
Winston-Salem, NC
Team
The Bryan Zaks Team
Jay Howard
OsborneKlein
Ameriprise Financial Services
Birmingham
MI
Firms
Ameriprise Financial Services
Location
Birmingham, MI
Team
OsborneKlein
Jay Maltby
The Maltby Ludington Group
UBS Private Wealth Management
Chicago
IL
Firms
UBS Private Wealth Management
Location
Chicago, IL
Team
The Maltby Ludington Group
Jeff Erdmann
The Erdmann Group
Merrill Private Wealth Management
Greenwich
CT
Firms
Merrill Private Wealth Management
Location
Greenwich, CT
Team
The Erdmann Group
Jeffrey Johnson
The Carufe Group
Morgan Stanley Private Wealth Management
Palm Beach
FL
Firms
Morgan Stanley Private Wealth Management
Location
Palm Beach, FL
Team
The Carufe Group
Jim Dickson
Elevation Point
Minneapolis
MN
Firms
Elevation Point
Location
Minneapolis, MN
Team
Joe Wilson
UBS Financial Services Inc.
Rochester
NY
Firms
UBS Financial Services Inc.
Location
Rochester, NY
Team
John Cultra
Cultra Wealth Management Group
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
Cultra Wealth Management Group
John Horton
Horton Wealth Partners
Rockefeller Capital Management
Greenwich
CT
Firms
Rockefeller Capital Management
Location
Greenwich, CT
Team
Horton Wealth Partners
John Hyland
Private Advisor Group | LPL Financial
Morristown
NJ
Firms
Private Advisor Group | LPL Financial
Location
Morristown, NJ
Team
John McCardell
Ellison Kibler
Merrill Lynch Private Wealth Management
Columbia
SC
Firms
Merrill Lynch Private Wealth Management
Location
Columbia, SC
Team
Ellison Kibler
John Mott
The Mott Group
Graystone Consulting of Morgan Stanley
Houston
TX
Firms
Graystone Consulting of Morgan Stanley
Location
Houston, TX
Team
The Mott Group
Jonathan Kuttin
Kuttin Wealth Management
Ameriprise Financial Services
Hauppage
NY
Firms
Ameriprise Financial Services
Location
Hauppage, NY
Team
Kuttin Wealth Management
Josh Caltrider
Americana Partners
Dallas
TX
Firms
Americana Partners
Location
Dallas, TX
Team
Ken Van Leeuwen
Van Leeuwen & Company
LPL Financial
Palm Beach Gardens
FL
Firms
LPL Financial
Location
Palm Beach Gardens, FL
Team
Van Leeuwen & Company
Kevin Blonkvist
Blonkvist-Teller Legacy Wealth
RBC Wealth Management
Midland
TX
Firms
RBC Wealth Management
Location
Midland, TX
Team
Blonkvist-Teller Legacy Wealth
Kevin Hale
Merrill Lynch Wealth Management
Los Angeles
CA
Firms
Merrill Lynch Wealth Management
Location
Los Angeles, CA
Team
Kristina Van Liew
SVLO Chicago Group
Graystone Consulting of Morgan Stanley
Chicago
IL
Firms
Graystone Consulting of Morgan Stanley
Location
Chicago, IL
Team
SVLO Chicago Group
Kyle Kazmer
The Desser Group
J.P. Morgan Wealth Management
Los Angeles
CA
Firms
J.P. Morgan Wealth Management
Location
Los Angeles, CA
Team
The Desser Group
Kyle McLaughlin
The Paradigm Group
RBC Wealth Management
Cincinnati
OH
Firms
RBC Wealth Management
Location
Cincinnati, OH
Team
The Paradigm Group
Laila Pence
Pence Wealth Management
LPL Financial
Newport Beach
CA
Firms
LPL Financial
Location
Newport Beach, CA
Team
Pence Wealth Management
Lawrence Weber
Wilson, Weber, Tartaglia & Associates
Merrill Lynch Wealth Management
Jacksonville
FL
Firms
Merrill Lynch Wealth Management
Location
Jacksonville, FL
Team
Wilson, Weber, Tartaglia & Associates
Leah Bartley
Merrill Lynch Wealth Management
Manchester
NH
Firms
Merrill Lynch Wealth Management
Location
Manchester, NH
Team
Lee Bryan III
The Bryan Zaks Team
Alex. Brown of Raymond James
Winston-Salem
NC
Firms
Alex. Brown of Raymond James
Location
Winston-Salem, NC
Team
The Bryan Zaks Team
Leo Marzen
Bridgewater Advisors
New York
NY
Firms
Bridgewater Advisors
Location
New York, NY
Team
Leslie Lauer
The ESOP Group
RBC Wealth Management
Atlanta
GA
Firms
RBC Wealth Management
Location
Atlanta, GA
Team
The ESOP Group
Lester Wigler
Morgan Stanley Wealth Management
Plano
TX
Firms
Morgan Stanley Wealth Management
Location
Plano, TX
Team
Lindsey Holton
1935 Wealth Management Team
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
1935 Wealth Management Team
Lisa Detanna
DH Consulting Group / Global Wealth Solutions Group
Raymond James
Beverly Hills
CA
Firms
Raymond James
Location
Beverly Hills, CA
Team
DH Consulting Group / Global Wealth Solutions Group
Lori Van Dusen
LVW Advisors
Pittsford
NY
Firms
LVW Advisors
Location
Pittsford, NY
Team
Lou Foran
The Foran Mangano Group
RBC Wealth Management
Columbia
MD
Firms
RBC Wealth Management
Location
Columbia, MD
Team
The Foran Mangano Group
Louis Close
Lake Street Private Wealth
UBS Wealth Management
Wayzata
MN
Firms
UBS Wealth Management
Location
Wayzata, MN
Team
Lake Street Private Wealth
Louise Armour
The Armour Bellavia Stuhlman Group
J.P. Morgan Wealth Management
Palm Beach Gardens
FL
Firms
J.P. Morgan Wealth Management
Location
Palm Beach Gardens, FL
Team
The Armour Bellavia Stuhlman Group
Louise Gunderson
The Gunderson Group
UBS Private Wealth Management
New York
NY
Firms
UBS Private Wealth Management
Location
New York , NY
Team
The Gunderson Group
Lyon Polk
The Polk Wealth Management Group
Morgan Stanley Private Wealth Management
New York
NY
Firms
Morgan Stanley Private Wealth Management
Location
New York , NY
Team
The Polk Wealth Management Group
Mark Dewane
Dewane-Kraemer Wealth Management Group
RBC Wealth Management
Phoenix
AZ
Firms
RBC Wealth Management
Location
Phoenix, AZ
Team
Dewane-Kraemer Wealth Management Group
Mark Douglass
545 Group
Morgan Stanley
Menlo Park
CA
Firms
Morgan Stanley
Location
Menlo Park, CA
Team
545 Group
Mark Easley
E&G Advisors
Houston
TX
Firms
E&G Advisors
Location
Houston, TX
Team
Mark Willoughby
Thousand Hills Wealth Advisory Group
Janney Montgomery Scott
Franklin
TN
Firms
Janney Montgomery Scott
Location
Franklin, TN
Team
Thousand Hills Wealth Advisory Group
Marla Petti
MAI Capital Management
Cleveland
OH
Firms
MAI Capital Management
Location
Cleveland, OH
Team
Mary Hayes
Hayes Wealth Partners
Rockefeller Capital Management
New York
NY
Firms
Rockefeller Capital Management
Location
New York, NY
Team
Hayes Wealth Partners
Matt Nabhan
The Nabhan-Smith Group
Morgan Stanley Wealth Management
Greenville
DE
Firms
Morgan Stanley Wealth Management
Location
Greenville, DE
Team
The Nabhan-Smith Group
Matthew Fields
The Fields Tennant Group
Baird
Lake Oswego
OR
Firms
Baird
Location
Lake Oswego, OR
Team
The Fields Tennant Group
Matthew Klatsky
Helix Private Wealth
&Partners
Baltimore
MD
Firms
&Partners
Location
Baltimore , MD
Team
Helix Private Wealth
Matthew Summe
Stratos Wealth Advisors
LPL Financial
Elmhurst
IL
Firms
LPL Financial
Location
Elmhurst, IL
Team
Stratos Wealth Advisors
Max Kaplan
Riverside Wealth Advisors
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
Riverside Wealth Advisors
Michael Gennawey
SoCal Wealth Management
LPL Financial
Whittier
CA
Firms
LPL Financial
Location
Whittier, CA
Team
SoCal Wealth Management
Michael Klein
Baird Private Asset Management
Milwaukee
WI
Firms
Baird Private Asset Management
Location
Milwaukee, WI
Team
Michael Lulejian
Lulejian Financial Team
Cambride Investment Research Advisors
Clovis
CA
Firms
Cambride Investment Research Advisors
Location
Clovis, CA
Team
Lulejian Financial Team
Michael Neff
Wells Fargo Advisors Financial Network
Tampa
FL
Firms
Wells Fargo Advisors Financial Network
Location
Tampa, FL
Team
Michael Ridge
Oppenheimer Chicago
Oppenheimer
Chicago
IL
Firms
Oppenheimer
Location
Chicago, IL
Team
Oppenheimer Chicago
Michael Silver
Baron Silver Stevens Financial Advisors
Boca Raton
FL
Firms
Baron Silver Stevens Financial Advisors
Location
Boca Raton, FL
Team
Michael Warr
The Warr Group
Morgan Stanley Private Wealth Management
Tuscaloosa
AL
Firms
Morgan Stanley Private Wealth Management
Location
Tuscaloosa, AL
Team
The Warr Group
Michelle Mayer
MBA Private Wealth
Merrill Private Wealth Management
Naples
FL
Firms
Merrill Private Wealth Management
Location
Naples, FL
Team
MBA Private Wealth
Mike Burbank
The Burbank Group
Morgan Stanley Private Wealth Management
San Francisco
CA
Firms
Morgan Stanley Private Wealth Management
Location
San Francisco, CA
Team
The Burbank Group
Mike Laidlaw
Berry Laidlaw Group
Morgan Stanley Private Wealth Management
Chicago
IL
Firms
Morgan Stanley Private Wealth Management
Location
Chicago, IL
Team
Berry Laidlaw Group
Mike Rosloniec
Graystone Columbus, Grand Rapids
Graystone Consulting of Morgan Stanley
Grand Rapids
MI
Firms
Graystone Consulting of Morgan Stanley
Location
Grand Rapids, MI
Team
Graystone Columbus, Grand Rapids
Mimi Drake
Cerity Partners
West Conshohocken
PA
Firms
Cerity Partners
Location
West Conshohocken, PA
Team
Mitchell Woods
Woods Brignac Wealth Management
Raymond James
Lake Charles
LA
Firms
Raymond James
Location
Lake Charles, LA
Team
Woods Brignac Wealth Management
Nancy Doud
Opus: Advice First
Ameriprise Financial Services
Stamford
CT
Firms
Ameriprise Financial Services
Location
Stamford, CT
Team
Opus: Advice First
Neal Fiore
Wells Fargo Advisors Financial Network
New York
NY
Firms
Wells Fargo Advisors Financial Network
Location
New York, NY
Team
Norman Nabhan
The Nabhan-Smith Group
Morgan Stanley Wealth Management
Houston
TX
Firms
Morgan Stanley Wealth Management
Location
Houston, TX
Team
The Nabhan-Smith Group
Patti Baum
Compass Private Wealth Advisors
RBC Wealth Management
Annapolis
MD
Firms
RBC Wealth Management
Location
Annapolis, MD
Team
Compass Private Wealth Advisors
Patti Brennan
Key Financial
West Chester
PA
Firms
Key Financial
Location
West Chester, PA
Team
Paula Steinberg
The LSS Group
RBC Wealth Management
New York
NY
Firms
RBC Wealth Management
Location
New York , NY
Team
The LSS Group
Peter Mangano
The Foran Mangano Group
RBC Wealth Management
Columbia
MD
Firms
RBC Wealth Management
Location
Columbia, MD
Team
The Foran Mangano Group
Peter Rohr
The Rohr Group
Merrill Private Wealth Management
Philadelphia
PA
Firms
Merrill Private Wealth Management
Location
Philadelphia, PA
Team
The Rohr Group
Phil Scott
The Phil Scott Group
J.P. Morgan Wealth Management
Bellevue
WA
Firms
J.P. Morgan Wealth Management
Location
Bellevue, WA
Team
The Phil Scott Group
Phillip Biechteler
Truist Bank
Atlanta
GA
Firms
Truist Bank
Location
Atlanta, GA
Team
R. Christopher Errico
Errico Partners
UBS Private Wealth Management
Greenwich
CT
Firms
UBS Private Wealth Management
Location
Greenwich, CT
Team
Errico Partners
Randy Garcia
The Investment Counsel Company of Nevada
Las Vegas
NV
Firms
The Investment Counsel Company of Nevada
Location
Las Vegas, NV
Team
Reza Zafari
Jones Zafari Group
Merrill Private Wealth Management
Los Angeles
CA
Firms
Merrill Private Wealth Management
Location
Los Angeles, CA
Team
Jones Zafari Group
Rich DeRafaelo
EP Wealth Advisors
Media
PA
Firms
EP Wealth Advisors
Location
Media, PA
Team
Richard Jones
Jones Zafari Group
Merrill Private Wealth Management
Los Angeles
CA
Firms
Merrill Private Wealth Management
Location
Los Angeles, CA
Team
Jones Zafari Group
Richard Petty
Morgan Stanley Wealth Management
Fort Worth
TX
Firms
Morgan Stanley Wealth Management
Location
Fort Worth , TX
Team
Richard Saperstein
Treasury Partners
Hightower
New York
NY
Firms
Hightower
Location
New York, NY
Team
Treasury Partners
Rick Spangler
The Spangler Group
Alex. Brown of Raymond James
Winston-Salem
NC
Firms
Alex. Brown of Raymond James
Location
Winston-Salem, NC
Team
The Spangler Group
Robert "Bobby" DeWees
DeWees Private Wealth Management
Wells Fargo Advisors Financial Network
Greenville
DE
Firms
Wells Fargo Advisors Financial Network
Location
Greenville, DE
Team
DeWees Private Wealth Management
Robert Dow
Graystone Consulting Midwest Region
Graystone Consulting of Morgan Stanley
Oak Brook
IL
Firms
Graystone Consulting of Morgan Stanley
Location
Oak Brook, IL
Team
Graystone Consulting Midwest Region
Robert Gilliland
Concenture Wealth Management
Houston
TX
Firms
Concenture Wealth Management
Location
Houston, TX
Team
Robert Morris
Graystone Consulting - Raleigh, Wichita, Dallas & Kansas City
Graystone Consulting of Morgan Stanley
Wichita
KS
Firms
Graystone Consulting of Morgan Stanley
Location
Wichita, KS
Team
Graystone Consulting - Raleigh, Wichita, Dallas & Kansas City
Robert Sierens
J.P. Morgan Private Bank
Chicago
IL
Firms
J.P. Morgan Private Bank
Location
Chicago, IL
Team
Roger Grefe
Grefe Capital Management of Raymond James
Clive
IA
Firms
Grefe Capital Management of Raymond James
Location
Clive, IA
Team
Rosalie Hunter
The Hunter-McCormack Group
Merrill Private Wealth Management
Philadelphia
PA
Firms
Merrill Private Wealth Management
Location
Philadelphia, PA
Team
The Hunter-McCormack Group
Ryan Callaway
North Harbor Wealth Management
Ameriprise Financial Services
Anchorage
AK
Firms
Ameriprise Financial Services
Location
Anchorage, AK
Team
North Harbor Wealth Management
Ryan Jennings
The Kennedy Jennings Wealth Management Group
RBC Wealth Management
Bettendorf
IA
Firms
RBC Wealth Management
Location
Bettendorf, IA
Team
The Kennedy Jennings Wealth Management Group
Ryan McClellan
Private Family Wealth Partners
UBS Private Wealth Management
Los Angeles
CA
Firms
UBS Private Wealth Management
Location
Los Angeles, CA
Team
Private Family Wealth Partners
Sands Chipman
Morgan Stanley Private Wealth Management
Dallas
TX
Firms
Morgan Stanley Private Wealth Management
Location
Dallas, TX
Team
Sarah Mercurio
The Cultra Wealth Management Group
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
The Cultra Wealth Management Group
Shawn Holland
DA Davidson & Co Wealth Management
Great Falls
MT
Firms
DA Davidson & Co Wealth Management
Location
Great Falls, MT
Team
Shayne Beecher
Brook Hills Investment Group
RBC Wealth Management
Lancaster
PA
Firms
RBC Wealth Management
Location
Lancaster, PA
Team
Brook Hills Investment Group
Stephanie Gumm
Horizon Advisory Group
Reston
VA
Firms
Horizon Advisory Group
Location
Reston, VA
Team
Stephen Brown
Stifel - Rochester
Stifel Financial Corp.
Fairport
NY
Firms
Stifel Financial Corp.
Location
Fairport, NY
Team
Stifel - Rochester
Stephen Scanapicco
The SVS Wealth Management Team
Morgan Stanley Private Wealth Management
Shrewsbury
NJ
Firms
Morgan Stanley Private Wealth Management
Location
Shrewsbury, NJ
Team
The SVS Wealth Management Team
Stephen Vecchione
Statera Retirement Advisors, LLC
MML Investor Services
Hunt Valley
MD
Firms
MML Investor Services
Location
Hunt Valley, MD
Team
Statera Retirement Advisors, LLC
Sunjay Goel
PNC - Indiana & Missouri
PNC Institutional Asset Management
Indianapolis
IL
Firms
PNC Institutional Asset Management
Location
Indianapolis, IL
Team
PNC - Indiana & Missouri
Susan Eastman
Stifel - Redding
Stifel Financial Corp.
Redding
CA
Firms
Stifel Financial Corp.
Location
Redding, CA
Team
Stifel - Redding
Susan Kaplan
Kaplan Financial Services
LPL Financial
Newton
MA
Firms
LPL Financial
Location
Newton, MA
Team
Kaplan Financial Services
Thais Piotrowski
Premier Wealth Partners
Ameriprise Financial Services
Boca Raton
FL
Firms
Ameriprise Financial Services
Location
Boca Raton, FL
Team
Premier Wealth Partners
Thomas Parks
The Parks Group
Graystone Consulting of Morgan Stanley
Milwaukee
WI
Firms
Graystone Consulting of Morgan Stanley
Location
Milwaukee, WI
Team
The Parks Group
Tim Gleason
The Hoban Gleason Minturn Team
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
The Hoban Gleason Minturn Team
Tim Marwill
Marwell Wittek Group
RBC Wealth Management
Austin
TX
Firms
RBC Wealth Management
Location
Austin, TX
Team
Marwell Wittek Group
Tim Ross
Cresset Asset Management
San Francisco
CA
Firms
Cresset Asset Management
Location
San Francisco, CA
Team
Tom Freeman
FCS Private Wealth Management & Family Office
Wells Fargo Advisors Financial Network
Leawood
KS
Firms
Wells Fargo Advisors Financial Network
Location
Leawood, KS
Team
FCS Private Wealth Management & Family Office
Tom Wilson
1935 Wealth Management Team
William Blair Private Wealth Management
Chicago
IL
Firms
William Blair Private Wealth Management
Location
Chicago, IL
Team
1935 Wealth Management Team
Tory (Gardiner) Trotsky
Boston Family Office
Rockefeller Capital Management
Boston
MA
Firms
Rockefeller Capital Management
Location
Boston, MA
Team
Boston Family Office
Trent Green
Blonkvist-Teller Legacy Wealth
RBC Wealth Management
Midland
TX
Firms
RBC Wealth Management
Location
Midland, TX
Team
Blonkvist-Teller Legacy Wealth
Victoria Polinski Smith
The Nabhan-Smith Group
Morgan Stanley Wealth Management
Houston
TX
Firms
Morgan Stanley Wealth Management
Location
Houston, TX
Team
The Nabhan-Smith Group
Will Lyon
415 Group
Morgan Stanley Private Wealth Management
San Francisco
CA
Firms
Morgan Stanley Private Wealth Management
Location
San Francisco, CA
Team
415 Group
William "Linc" Campbell
Clearfork Wealth Management
Ameriprise Financial Services
Fort Worth
TX
Firms
Ameriprise Financial Services
Location
Fort Worth, TX
Team
Clearfork Wealth Management
William Hrynyshyn
Lifestyle Services Consulting Group
UBS Private Wealth Management
San Antonio
TX
Firms
UBS Private Wealth Management
Location
San Antonio, TX
Team
Lifestyle Services Consulting Group
William Mackay
William Mackay & Associates
Merrill Lynch Wealth Management
Grand Rapids
MI
Firms
Merrill Lynch Wealth Management
Location
Grand Rapids, MI
Team
William Mackay & Associates
William Meyer
Meyer DeMartini Wealth Partners
Rockefeller Capital Management
San Francisco
CA
Firms
Rockefeller Capital Management
Location
San Francisco, CA
Team
Meyer DeMartini Wealth Partners
Worth Lynn
Oppenheimer Atlanta
Oppenheimer
Atlanta
GA
Firms
Oppenheimer
Location
Atlanta, GA
Team
Oppenheimer Atlanta
Yale Hoffberg
Atlantic Investment Group
RBC Wealth Management
Hunt Valley
MD
Firms
RBC Wealth Management
Location
Hunt Valley, MD
Team
Atlantic Investment Group
