Bill brings more than 24 years of experience in the financial services industry to his role as Regional Vice President. His background as both an advisor and equity analyst is critical to guiding clients through the planning process while determining the most optimal financial solutions for their future.
David brings 20 years of a diverse accounting and financial services background to the team. As a fiduciary investment advisor and holistic wealth manager, he specializes in helping clients create long-term tax efficient retirement income distribution plans.
Eugene has over 15 years of experience in financial services and specializes in estate and legacy planning, investment management, and retirement income planning.
Eugene’s career spans time spent with UBS, Fidelity Investments and Commonwealth Financial Network. Most recently, Eugene was the Regional Director for a San Diego based investment firm where he was instrumental in creating the largest and most profitable territory in company history.
With over 16 years of experience working at institutions such as Fidelity Investments, TD Ameritrade and Scottrade, Harry is a seasoned financial services executive. In his previous role as Financial Consultant with Fidelity, Harry was responsible for over 400 family relationships and helped oversee $600 million in assets under management. During that time, he also earned his place in the prestigious Fidelity Presidents Club.
T. J. brings over 20 years of diverse financial services experience in the areas of retirement, investment, real estate, comprehensive financial planning and wholesale distribution. His experience has led him to be a resource to both institutions and financial advisors in helping their high and ultra-high-worth clients reach their often complex financial goals.
Tony began his journey in the financial services industry in 2000, holding various leadership roles at TD Ameritrade. Tony worked as the Director of Business Development at a multibillion-dollar RIA where he later served as Partner. He eventually rose to the role of Managing Partner, having helped create the wealth management division of the business. There he helped high net worth individuals gain confidence in all aspects of their financial future from 2005 to 2022.
Tiffany is a seasoned professional with almost 30 years of experience in the financial services industry, primarily focused in the areas of personal retirement and financial planning. She spent 18 years at Ameriprise Financial where she led several sales organizations and the Advisor Business Development Group. In 2014, Tiffany joined Merrill Lynch as a Personal Retirement Specialist.
