Meet Our Team

Working with Us  

Meet Our Team

William Oliver

William Oliver

Private Wealth Financial Advisor
Managing Director - Investments

Thomas McRae

Thomas McRae

Senior Financial Advisor
Senior Vice President - Investments

Thomas McCormick

Thomas McCormick, CFP

Financial Advisor
Vice President - Investments

Paul Sercer

Paul Sercer

Senior Financial Advisor
First Vice President - Investments

Matt Crowder

Matt Crowder

Financial Advisor
First Vice President - Investments

Chris Dias

Financial Advisor

Danielle Hamberger

Danielle Hamberger

WM Senior Registered Client Relationship Associate

Dylan Paradise

Registered Client Associate

Sunshine Edsall

Sunshine Edsall

WM Senior Registered Client Relationship Associate

Will Lee

Registered Client Associate