image of DJ Totland

DJ Totland, AWM, CFP®, CIMA®, CPFA®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

732-576-4629
Email | |

Greg Davidson, AWM, CPFA®

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

732-576-4610
Joe Pellitteri

Joseph Pellitteri

Senior Vice President - Financial Advisor

732-576-4627
Email |
image of Mitchell Kershner

Mitchell Kershner

Senior Vice President, Senior Investment Associate

732-576-4620

Christopher Meyer, CFP®

Associate Vice President, Senior Financial Associate

732-576-4625

Christine LaSpina

Branch Service Manager, Senior Investment Associate

732-576-4653

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 Management Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Management Banker