Socially Conscious Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Socially Conscious Wealth Management
Team photo for Socially Conscious Wealth Management

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Advisors

Advisor photo for Douglas Calnan

Douglas Calnan

Financial Advisor

Managing Director
Visit Douglas Calnan's website


Team

Heather Floridia

Heather Floridia

Client Service Specialist

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader