Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Chris Bagileo
Associate
Carrie Barlow
Jessica Marshall, FPQP
Senior Associate
Patrick Murray, CFP®, CFA
Partner
Marshall Serwitz
Robert J. Sullivan, CFP®
Amy Suri
Howard Sussman, CFP®, JD
Principal
Cynthia Venturelli, FPQP
Dustan Zavatsky
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Walker Phillips
Curious about learning more? Let’s talk.
