Meet Our Team

Working with Us
Location

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


Paul Sercer

Paul Sercer, CFP

Senior Financial Advisor
First Vice President - Investments


Thomas McCormick

Thomas McCormick, CFP

Financial Advisor
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


Taylor Williams

Registered Client Associate