Find a Wealth Advisor or Attorney

  • Select Type

  • State(Ex.: NY), City or Zip

  • Select Region

  • Name

Leading Advisors

new tennenbaum

Spouting Rock Consulting
Jeremy Tennenbaum

Chief Executive Officer
Wayne, PA 19087

View Profile

Phone: 484.253.1216
Email
Website

Largest Client Net Worth: $1.5 billion

brennan_thumb

Key Financial Inc.
Patricia C. Brennan

President
West Chester, PA 19380

View Profile

Phone: 610.429.9050
Email
Website

Total Firm Assets: $300 million
Largest Client Net Worth: $70 million

klenke

Baird Family Wealth Group
David Klenke

Dallas, TX 75225

View Profile

Phone: 214.373.2974
Email
Website

Largest Client Net Worth: Confidential

brunner_thumbnail

Morgan Stanley Smith Barney
Michael Brunner

Senior Vice President
Houston, TX 77002

View Profile

Phone: 713.658.2786
Email
Website

Total Firm Assets: $200 million
Largest Client Net Worth: $100 million

snow 5.5.10

Morgan Stanley Smith Barney
Murray Snow

Managing Director–Wealth Management
Houston, TX 77056

View Profile

Phone: 401.845.3521
Email
Website

Total Firm Assets: $653 million
Largest Client Net Worth: $100 million

stavis

Stavis & Cohen Financial
Deborah Stavis

Chief Executive Officer
Houston, TX 77056

View Profile

Phone: 713.275.7750
Email
Website

Total Firm Assets: $165 million
Largest Client Net Worth: Confidential
Minimum Investable Assets: $1 million

new duffey

Cedar Street Advisors
Tom Duffey

Vice President
Milwaukee, WI 53202

View Profile

Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

new george

Cedar Street Advisors
Gregg W. George

Director
Milwaukee, WI 53202

View Profile

Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

new kochanski

Cedar Street Advisors
Nick Kochanski

Vice President and Client Advisor
Milwaukee, WI 53202

View Profile

Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

prosk

Cedar Street Advisors
Mitch Prosk

Vice President and Senior Client Advisor
Milwaukee, WI 53202

View Profile

Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential