Meet The Team

Our Associates

Jason Exley, CPWA

Private Wealth Financial Advisor Managing Director - Investments

Senior Wealth Client Financial Advisor Managing Director - Investments

First VP - Investments

Senior Financial Advisor

Financial Advisor

Private Wealth Senior Registered Client Associate

Private Wealth Client Associate

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Investment and Insurance Products are:

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested