Team

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Savas N. Constantinou, CFP®, CTFA

Financial Advisor

Joy Zaykoski2021-10-19T16:50:04+00:00Advisory Team, Florida Office, Office Locations|

• 

Jeanne Bernardin, CFP®

Financial Advisor

Joy Zaykoski2021-10-05T13:56:00+00:00Advisory Team, Massachusetts Office, Office Locations|

• 

Shane Pouliot, CFA®

Investment Advisor

Joy Zaykoski2021-10-07T19:23:18+00:00Advisory Team, North Carolina Office, Office Locations, Operations|

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Doreth Goodall, FPQP™

Client Service Associate

Joy Zaykoski2021-10-22T19:55:24+00:00Advisory Support, North Carolina Office, Office Locations|

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Bowman “Rye” Thayer

Planning Associate

Joy Zaykoski2021-06-01T17:53:42+00:00Advisory Team, Massachusetts Office, Office Locations|

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Suzanne Malik, FPQP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:33:29+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Leslie A. Young, ChFC®, AEP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:17:55+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Diana Cecere

Executive Assistant

Anna Lui2021-09-14T15:10:19+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Andrea Fitzgerald, FPQP®

Client Service Associate

Anna Lui2021-09-14T15:10:51+00:00Advisory Support, Office Locations, Pennsylvania Office|

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Elizabeth L. Gavin, MBA, FPQP®

Senior Client Service Advisor

Anna Lui2021-09-14T15:12:23+00:00Advisory Support, Office Locations, Pennsylvania Office|