About Us

Location  
Our Commitment to You  

Meet Our Team

Jonathan Chasen

Jonathan Chasen, CFP, CPWA, ChFC

Private Wealth Financial Advisor
Managing Director - Investments

John R. Smith, III

Senior Vice President – Investments
Senior Financial Advisor

Patrick Carroll

Patrick Carroll, CFP, CFA

Financial Advisor
First Vice President - Investment Officer

Noah Chapman Elias, MBA

Financial Advisor

Shelley Bishop

Private Wealth Financial Consultant

Crystal G. Martin

Private Wealth Senior Registered Client Associate

Heather Nadeau

Client Associate

Miyanna Bell

Client Associate