Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Gerard C Lemly, Private Wealth Advisor serving the Warrington, PA area - Ameriprise Advisors

Gerard C Lemly

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gerard C Lemly's website
May Lai, Financial Advisor serving the Warrington, PA area - Ameriprise Advisors

May Lai

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit May Lai's website

Team

Kathy Lemly

Kathy Lemly

Client Service Coordinator

Qualifications

  • Kathy has 7 years of experience

Roles & Responsibilities

  • Hours T - TH 9:00 - 5:00
  • Sets and confirms appointments, does appointment prep, and is responsible for follow-up letters, advisor record keeping and general office duties
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Julie Wall

Julie Wall

Paraplanner

Qualifications

  • Fully licensed, 32 years experience

Roles & Responsibilities

  • Hours Mon, Thurs and Fri 8:30 - 3:00 and Wed 8:30- 5pm
  • Julie processes new business and compliance paperwork, and is responsible for client transactions and portfolio rebalancing
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