About us

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Gerri works diligently to address clients’ unique situations.

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Grace's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Grace assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

In the wealth management banker role, Paul acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.