Top Wealth Advisors in Greater Philadelphia Area
Beth Leska
Senior Private Banker, Vice President
Greater Philadelphia Area
Senior Private Banker, Vice President
Financial Advisor and Assistant Vice President
Vice President
Wealth Advisor and Vice President
Commercial Lender and Assistant Vice President
Private Banking Professional and Assistant Vice President
Private Banking Relationship Manager
Military Police
Rutgers School of Health Related Professions
West Chester University of Pennsylvania
Wall High School
The American College of Financial Services
Recommendations: 3
Entrepreneurship
Wealth
Insurance
Financial Advisory
Banking
Relationship Management
Credit
Loans
b****[email protected]
Raymond Carota
Wealth Advisor and President
Greater Philadelphia Area
Wealth Advisor and President
President
West Chester University of Pennsylvania
Montgomery County Community College
Norristown High School
Recommendations: 1
Wealth Management
Series 7
Investments
Retirement
Estate Planning
Fixed Annuities
Asset Management
Small Business
r****[email protected]
Anthony DiValerio
Managing Director , Private Wealth Advisor
Greater Philadelphia Area
Managing Director , Private Wealth Advisor
Private Banker
Regional Director
Vice President
Vice President
Bloomsburg University of Pennsylvania
Recommendations: 0
a****[email protected]
Jerome Pottinger
District leader - financial planner
Greater Philadelphia Area
District leader - financial planner
Camp counselor
assistant - Student Union
System analyst engineer intern
System analyst engineer intern
Wealth Advisor intern
North Carolina Central University
Recommendations: 0
j****[email protected]
Paul D. Emrick
Private Wealth Advisor
Greater Philadelphia Area
Private Wealth Advisor
Executive Director, J.P. Morgan Private Bank
Managing Partner, Investment Consulting Group
Captain, Field Artillery
West Chester University of Pennsylvania
College for Financial Planning
Wharton Business School, University of Pennsylvania
Recommendations: 0
p****[email protected]
Scott Lillis
Managing Director, Senior Wealth Advisor
Greater Philadelphia Area
Managing Director, Senior Wealth Advisor
Managing Director
University of Pennsylvania - The Wharton School
Bucknell University
Recommendations: 0
s****[email protected]
William P. Marshall, CFP®, ChFC®, CLU®, CRPC®, RICP
Private Wealth Advisor
Greater Philadelphia Area
Private Wealth Advisor
Franchise Owner at Marshall, Murray & Associates, a financial advisory pratice
Financial Advisor
District Manager
Financial Advisor
La Salle University
CFP® , Washington, DC
CLU® , American College, Bryn Mawr, PA
ChFC®, American College, Bryn Mawr, PA
Recommendations: 0
w****[email protected]
Renzo Cerabino, JD, MBA, CFP, CLU, CDFA
Portfolio Manager
Greater Philadelphia Area
Portfolio Manager
Wealth Advisor
Financial Advisors
Vice President / Wealth Manager
Vice President / Financial Planner
M&A and Securities Attorney
Villanova University
Villanova University School of Law
Cornell University
Xaverian High School
Recommendations: 0
r****[email protected]
Eric Boory
Senior Vice President- Wealth Advisor
Greater Philadelphia Area
Senior Vice President- Wealth Advisor
Senior Vice President- Financial Advisor
Temple University - Fox School of Business and Management
Recommendations: 0
c****[email protected]
Steven J. Krzywicki Jr, CFP®
Private Wealth Advisor
Greater Philadelphia Area
Private Wealth Advisor
Financial Advisor
Research Associate
Saint Joseph's University
Recommendations: 0
s****[email protected]
Robert Zaidman
Wealth Advisor
Greater Philadelphia Area
Wealth Advisor
Towson University
Recommendations: 0
r****[email protected]
r****[email protected]
Steven Kalodner
Senior Vice President - Wealth Manangement - Portfolio Manager
Greater Philadelphia Area
Senior Vice President - Wealth Manangement - Portfolio Manager
Senior Vice President - Wealth Advisor
Account Executive
The Pennsylvania State University
Recommendations: 0
Strategy
Series 7
j****[email protected]
Michael A. Howard
Wealth Advisor
Greater Philadelphia Area
Wealth Advisor
University of Maryland Eastern Shore
Recommendations: 0
m****[email protected]
Matthew Stawecki
President & CEO
Greater Philadelphia Area
President & CEO
Prime Planner & ADR Advocate
Board Member
Corporate Procurement Assistant
Wealth Advisor Intern
Wealth Advisor Intern
Cabrini College
Recommendations: 0
Leadership
Process Improvement
Public Speaking
Business Analysis
m****[email protected]
Joshua B. Woodford, CRPS®
VP Investments, Senior Wealth Advisor
Greater Philadelphia Area
VP Investments, Senior Wealth Advisor
Senior Financial Advisor
Financial Advisor--Private Wealth Management
Washington College
Loyola Blakefield
Recommendations: 0
Retirement Planning
401(k)
Estate Planning
Employee Benefits
Business Owners
College Funding Strategies
Financial Planning
Wealth Preservation
j****[email protected]
Bryan McGrath
Senior Wealth Advisor
Greater Philadelphia Area
Senior Wealth Advisor
Senior Wealth Advisor/ Private Banking Division
Regional Executive
Senior Vice President
Assistant Vice President
Administrative Officer
Ursinus College
Graduate Program Northwestern University School of Trust
FINRA
Recommendations: 0
Banking
Cash Management
Finance
Fixed Income
Insurance
Investment Management
Capital Markets
Retail
b****[email protected]
Charles Lovell
Certified Financial Planner, Vice President
Greater Philadelphia Area
Certified Financial Planner, Vice President
Wealth Advisor, Vice President
Lafayette College
Recommendations: 0
Forecasting
Series 7
Retirement Planning
Asset Management
Investments
Strategic Planning
Portfolio Management
Wealth Management
c****[email protected]
Frank Constantino
Wealth Advisor
Greater Philadelphia Area
Wealth Advisor
Financial Professional
SVP - Corporate Initiatives
Recommendations: 0
Personal Financial Planning
Wealth Management
Investment Advisory
Retirement Accumulation Stategies
Retirement Distribution Strategies
Active Tax Management
401k Rollovers
Mutual Funds
f****[email protected]
Gautam Bazaz
Board Advisor to a Actively Managed Blockchain Based Cryptocurrency Investment Fund
Greater Philadelphia Area
Board Advisor to a Actively Managed Blockchain Based Cryptocurrency Investment Fund
Co-Founder
Senior Manager, Equity Investments Group, and Organizational Strategy Group
Associate
Consultant
CEO and Founder - Growth Through Investments and New Partnerships
Partner - Investment and Advisory Fund Focused on Advanced Manufacturing
Strategic Advisor
Strategic Advisor
Strategic Advisor
Co-Founder
Alumni President - Philadelphia Chapter
Co-Founder of an IoT Enabled Preventative Maintenance Platform for Heavy Equipment
CFO and COO, Focused on Growth in A Cloud-Enabled Healthcare IT Platform
Wealth Advisor, Portfolio Manager, and Director of Investments For a Growth Focused Family Office
J.P. Morgan FIG Investment Banking Summer Associate Focused on M&A and Buy / Sell Side Analysis
Duke University - The Fuqua School of Business
Carnegie Mellon University
Langley High School
Recommendations: 0
