Great Neck, NY 60 Cuttermill Road, Suite 516 Great Neck, NY 11021 +1 (516) 439-5100 Meet with us Teams at this location McLachlan Team Advisors at this location Jake Marshall Senior Vice President, Financial Advisor & Managing Director CFA®, CFP® Nicole Webb Senior Vice President, Financial Advisor CFP® Plymouth, MNBrentwood, TN Andres Fernandez Senior Vice President, Financial Advisor CEPA® Brentwood, TN Ken Lynn Senior Vice President, Financial Advisor CFP®, RICP® Chris DeCarolis Senior Investment Analyst Josephine Ballek Client Service Associate Melissa D'Anna
