About

Meet the Team

Wealth Managers

DON LEVY

SENIOR BRANCH MANAGER PORTFOLIO MANAGER


Senior Financial Advisor,

CFP, CIM, FCSI, TEP

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BEN HOLYDAY

BRANCH MANAGER


Financial Planner, FMA, CFP, BMC

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JOSUÉ CINÉUS

FINANCIAL ADVISOR

Life Insurance Advisor WME, LLQP

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JOHN SCOTT

FINANCIAL ADVISOR



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TIM WILSON

FINANCIAL ADVISOR



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TAREK EL REFAIE

FINANCIAL ADVISOR


Life Insurance Advisor

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RALPH INGRAHAM

FINANCIAL ADVISOR


Life Insurance Advisor

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Administrators

PAM DI FRANCO

EXECUTIVE ASSISTANT

GINA WARREN

ADMINISTRATIVE ASSISTANT

KATHY MCFARLANE

ADMINISTRATIVE ASSISTANT