Broker Check

Our Office of Professionals

Julie Mellon

Julie Mellon

Advisor Assistant

Matthew Aurelio

Matthew Aurelio

Account Operations Associate

Rob C. R. Stonecipher

Rob C. R. Stonecipher

Client Service Associate

Sheree Subramanyan

Sheree Subramanyan

Client Service Associate

Thomas W.  Hoban

Thomas W. Hoban

Financial Advisor

Timothy Conway

Timothy Conway, CPA

Associate Financial Advisor

Toni Crosby

Toni Crosby

Front Office Associate

Tony Bertocchini

Tony Bertocchini

Financial Advisor