Crescent Bay Wealth

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

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Advisors

Advisor photo for Paul Previte

Paul Previte

BFA, CRPC

Private Wealth Advisor

President of Crescent Bay Wealth
Visit Paul Previte's website
Advisor photo for Mary Davis

Mary Davis

APMA®

Financial Advisor

Visit Mary Davis's website
Advisor photo for Jeff Wheeler

Jeff Wheeler

Financial Advisor

Visit Jeff Wheeler's website
Advisor photo for Christopher Angers

Christopher Angers

Financial Advisor

Visit Christopher Angers's website
Advisor photo for Joanne Reilly

Joanne Reilly

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Joanne Reilly's website
Advisor photo for Elizabeth Snow Wilds

Elizabeth Snow Wilds

MSFP

Associate Financial Advisor

Visit Elizabeth Snow Wilds's website
Advisor photo for Chad E Wolfson

Chad E Wolfson

CLTC®

Financial Advisor

Visit Chad E Wolfson's website
Advisor photo for Darryl R Ruffen

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