Raymond James
Susan Romano
Sr. Administrative Coordinator Technical Liaison
Charlie Lindholm
Vice President, Investments
Chris Chang
Director, Institutional Equity Sales
Carrie Ritter
Client Service Associate
Scarlet Conway
Wealth Planning Assistant
David Hunter, MBA
Pricing Analyst
Joseph Toro
Vice President Of Enterprise Data Management
Denise Brackett, Cima®
Assistant Vice President, Portfolio Consultant
Mary Ann W.
Client Services Manager
Michelle Engelhardt
Senior Associate Writer
Rebekah Powers
Vice President Of Compliance
Frank Mc Aleer, Cfp®, Cima®
Senior Vice President Wealth Planning, Global Wealth Solutions