About me

David DiVito, AIF®, CFP®, CIMA®, CPFA®, MAcc*

First Vice President - Financial Advisor

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Melissa Winn

Wealth Strategist

Melissa serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Antoine Burrell

Trust Consultant

As a trust consultant, Antoine specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jennifer Linder

Internal Wealth Strategist

As an internal wealth strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.

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