Frank McDonnell

Dan 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, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Gerri works diligently to address clients’ unique situations.

As a trust consultant, Cathy 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.

Michael is a high-net-worth annuity consultant who specializes in helping financial advisors and their clients utilize annuity strategies as part of our holistic, goals-based wealth planning approach.

Grace's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Grace assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.