Crescent Bay Wealth

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Team photo for Crescent Bay Wealth
Team photo for Crescent Bay Wealth

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Advisors

Paul Previte

Private Wealth Advisor

President of Crescent Bay Wealth
Visit Paul Previte's website

Mary Davis

APMA®

Financial Advisor

Visit Mary Davis's website

Jeff Wheeler

Financial Advisor

Visit Jeff Wheeler's website

Christopher Angers

Financial Advisor

Visit Christopher Angers's website

Joanne Reilly

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Joanne Reilly's website

Elizabeth Snow Wilds

MSFP

Associate Financial Advisor

Visit Elizabeth Snow Wilds's website

Chad E Wolfson

Financial Advisor

Visit Chad E Wolfson's website

Darryl R Ruffen

MBA

Financial Advisor

Visit Darryl R Ruffen's website


Team

Ina Lako

Ina Lako

Operations Manager

Qualifications

  • Series 7 on July 2010, Series 63 November 2010, Series 65 April 2011
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Sara Lako

Sara Lako

Client Service Coordinator

Michael Branagan

Michael Branagan

Financial Planning Specialist