Waterfront Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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

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Advisors

Rufus Cressend

CFP®, BFA, CRPC, APMA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rufus Cressend's website

James Ray

Financial Advisor

Visit James Ray's website

Ellen Morvant

CFP®, APMA, CSRIC®

Financial Advisor

Visit Ellen Morvant's website

Jarod L Hopper

MBA, BFA, CRPC, APMA

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