Jeffrey Peifly, CFP®

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

973-867-4629
Email | |

David Margolies

Senior Registered Client Associate

973-867-4694

Wealth management professionals

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 Strategist


advisor

Wealth Strategist


advisor

Wealth Management Consultant


advisor

Echelon Wealth Strategist