Jeffrey Ball, CFP®, CSRIC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Laura Ray

Branch Service Manager/Investment 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.

Steve Vitale

Wealth Management Consultant

Dan Sullivan

Wealth Strategist

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