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Phil Brody Partner & President | Carolinas -
Matt Hickey Partner -
Kevin Erndl Partner | Portfolio Manager -
Deb Minnick Managing Director | Southeast, CFP® -
Jim Green Senior Vice President | Private Wealth Management, CPA -
Lee Larson Senior Vice President | Private Wealth Management -
Joseph Tornincaso Senior Vice President | Private Wealth Management -
Jeffrey Galati Senior Vice President | Private Wealth Management, CFP®, CLU® -
Roxane Galati Senior Vice President | Private Wealth Management, CPA, CFP® -
Jay Folz Senior Vice President | Private Wealth Management, CFA® -
Shad White Vice President | Private Wealth Management -
Colleen Murphy Vice President | Private Wealth Management, CPA -
Mike Martin Vice President | Private Wealth Management -
James Love Vice President | Private Wealth Management, CFP® -
John Walker Vice President | Private Wealth Management, CFP® -
Karen Vilorio Muchnik Associate Advisor -
Daniel London Associate Advisor
