Biographies

 

  • Abigale Shields, CEPA®

    VP, Advice & Strategy

  • Devon Black, CFP®

    Director of Financial Planning, Advisor Integration & Experience

  • Herbert K. Daroff, J.D.*, CFP®, AEP®

    Director of Estate & Business Planning

  • Mark R. McManus

    Senior Vice President

  • Eli Merrill

    Financial Planning Consultant

  • Elizabeth Meyer

    Estate Planning Attorney

  • Robert Piatelli

    Director—Life Products

  • Alan Roycroft

    Senior Vice President—Investments

  • Ben Weiss

    Senior Wealth Management Associate, Platform Specialist