Waterfront 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.

close

Team photo for Waterfront Wealth Management
Team photo for Waterfront Wealth Management

View Larger


Advisors

Advisor photo for Ellen Morvant

Ellen Morvant

CFP®, APMA®, CSRIC®

Financial Advisor

Visit Ellen Morvant's website
Advisor photo for Rufus Cressend

Rufus Cressend

CFP®, BFA, CRPC, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Rufus Cressend's website
Advisor photo for James Ray

James Ray

APMA®

Financial Advisor

Visit James Ray's website
Advisor photo for Jarod L Hopper

Jarod L Hopper

MBA, BFA, CRPC, APMA®, CEPA®

Financial Advisor

Visit Jarod L Hopper's website


Team

Dawn M. Hall

Dawn M. Hall

Operations Director,

Chief Operating Officer of Waterfront Wealth Management
Gina Huth

Gina Huth

Client Concierge

Shelby Cressend

Shelby Cressend

Financial Planning Specialist