Financial Advisor

Jordan Bastien

Vice President - Financial Advisor, Consulting Group

215-557-1733
Email |

Client services

Tonya Ewing

Senior Registered Client Associate

215-557-1707

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.

advisor

Wealth Planning Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Insurance Consultant


advisor

Insurance and Annuity Consultant