We want to help you succeed financially

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.

Meet Our Team

Josh O'Brien, CFP, SE-AWMA

Private Wealth Financial Advisor
Managing Director - Investments

Robert Palatella

Private Wealth Financial Advisor
Managing Director - Investments

Melanie Gilmore, AWMA, CRPC

Financial Advisor
First Vice President - Investments

Marisa Clayton

Private Wealth Senior Registered Client Associate

Emily Hughey

Private Wealth Senior Registered Client Associate
Assistant Vice President

    Debbie Hazard MacNeil

    Private Wealth Senior Registered Client Associate

      Joseph Palatella

      Private Wealth Senior Client Associate