Great Oak Wealth Partners

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Great Oak Wealth Partners: An Ameriprise advisory practice serving the Langhorne, PA area.
Great Oak Wealth Partners: An Ameriprise advisory practice serving the Langhorne, PA area.

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Advisors

Ryan D Murray, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Ryan D Murray

CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Visit Ryan D Murray's website
William P Marshall, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

William P Marshall

CFP®, ChFC®, CLU®, CRPC, RICP®

Private Wealth Advisor

Managing Director of Marshall Private Wealth Management
Visit William P Marshall's website

Team

Crystal Busse

Crystal Busse

Office Manager

Roles & Responsibilities

  • Maintains office services
  • Office operations, procedues and compliance supervision
  • Planning all client events
  • Manage websites while promoting the brand
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Marnie McGarrigle

Marnie McGarrigle

Client Service Coordinator

Laurie Cutlip

Laurie Cutlip

Client Concierge

Roles & Responsibilities

  • First point of contact with clients
  • Confirming appointments
  • Ongoing client communication
  • Maintains incoming paperwork
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Brandon Marshall

Brandon Marshall

Financial Planning Specialist

Roles & Responsibilities

  • Client Meeting Coordination
  • Client Inquiries and transactions
  • Application processing
  • Client Service
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Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client inquiries and transactions
  • Application processing
  • Client Service
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