About Us

Our Commitment to You
Our Process
Location

Meet Our Team

Jonathan Chasen

Jonathan Chasen, CFP, CPWA, ChFC

Private Wealth Financial Advisor
Managing Director - Investments


Patrick Carroll

Patrick Carroll, CFP, CFA

Financial Advisor
First Vice President - Investment Officer


Shelley Bishop

Private Wealth Financial Consultant


Crystal G. Martin

Private Wealth Senior Registered Client Associate


John R. Smith, III

Senior Vice President – Investments
Senior Financial Advisor


Noah Chapman Elias, MBA

Financial Advisor


Heather Nadeau

Client Associate


Miyanna Bell

Client Associate