Our Team

 
  • John D. Williams

    Chairman & CEO

  • James D. Lee

    Chief Operations Officer & Chief Compliance Officer

  • Bill Doran

    Vice Chairman

  • Eric S. Phillips

    CFP®, Director of Advanced

  • Cintia Kempkes

    CFP®,Senior Vice President

  • Joseph Carballeira

    Senior Financial Advisor

  • Victor T. Gainor, III

    Senior Vice President, Advanced Markets

  • Leslie Martinez

    Executive Administrator

  • Kevin Daley

    Senior Financial Advisor

  • Michael Toomey

    Retired Shareholder