Jeffrey Ball, CFP®, CSRIC®

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

732-576-4634
Email | |

Toni Anderson

Senior Client Associate

732-576-4615

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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