Advisors

Jeri Margolis Glazer

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jeri Margolis Glazer's website


Team

Mia Barnes

Paraplanner

Qualifications

  • Series 7, 9, 10, 24, 63 and 65
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Kim Basinger

Financial Planning Assistant

Ashley Wolfe

Administrative Assistant

Danyelle Smiling

Client Service Coordinator