Spencer B. Rosman
Senior Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Robert J. Rosenberg
Financial Advisor
Vice President - Wealth Management
Guided Portfolio Manager
CERTIFIED FINANCIAL PLANNER
Donald I. Levy
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Portfolio Manager
James M. Patrick
First Vice President - Wealth Management
Financial Planning Specialist
Susan Jacobs Berman
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Harvey Wasserman
First Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Roger P. Matles
First Vice President - Wealth Management
Financial Planning Specialist
Ronald A. Casanova
First Vice President - Wealth Management
Financial Planning Specialist
Senior Investment Management Consultant
Mary Ann McNulty
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Advisor
Financial Planning Specialist
Ellis O. Moore, Jr.
Financial Planning Specialist
Portfolio Management Director
Senior Vice President - Wealth Management
Joshua D. Weisbrot
First Vice President - Wealth Management
Whitney Pickering Bullard
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
John D. Doscher
Senior Vice President - Wealth Management
Financial Planning Specialist
Christine M. Telesco
Senior Vice President - Wealth Management
Pauline J. Maerov
Financial Planning Specialist
Financial Advisor
Howard Innerfield
Vice President - Wealth Management
Financial Advisor
Kenneth R. Roban
First Vice President - Wealth Management
Senior Portfolio Manager
Martin L. Posner
Financial Advisor
Joy Hunter Chaillou
Financial Advisor
Financial Planning Specialist
Mary Gibbons Gardiner
Financial Advisor
Financial Planning Specialist
Dianne M. Delfino
First Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Stephen P. Ryan
First Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Buzz Ackerman
Senior Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist