Mindful Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


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Mindful Wealth Management: An Ameriprise advisory practice serving the Montclair, NJ area.
Mindful Wealth Management: An Ameriprise advisory practice serving the Montclair, NJ area.

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Advisors

Jill Williams, Private Wealth Advisor serving the Montclair, NJ area - Ameriprise Advisors

Jill Williams

CFP®, CASL®, ChFC®, APMA, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jill Williams's website

Team

John Kane

John Kane

Practice Manager,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠
Sara Koshan

Sara Koshan

Client Relationship Manager,

ACCREDITED ASSET MANAGEMENT SPECIALIST℠
Art Levine

Art Levine

Client Service Specialist

Scott Doyle

Scott Doyle

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