image of Howard Smith

Howard A. Smith, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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image of Valerie Ramo

Valerie Ramo, CPA*

Vice President - Financial Advisor

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image of Jessica Fattori

Jessica Fattori

Senior Registered Client Associate


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.


Wealth Strategist


Trust Consultant


Wealth Management Consultant


Wealth Management Banker


Senior Vice President, Director of Portfolio Advisory Group

Let's start the conversation

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