Philadelphia Office

Find a financial professional in the Philadelphia Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR TEAM

James Bailey

Managing Director, Investments
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Jason Beard

Senior Vice President, Investments
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Mark Bluestein

Managing Director, Investments
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Robert Cellucci

Senior Vice President, Investments
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Mike Connelly

Vice President, Investments
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Mark Kaskey

Senior Vice President, Investments
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Mike McCall, RICP®

Senior Vice President, Market Manager
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Kevin Quinn

Managing Director, Investments
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April Young

Senior Vice President, Market Manager
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EVENTS

Check back soon for our office events!