Joseph Grund & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Joseph Grund & Associates
Team photo for Joseph Grund & Associates

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Advisors

Advisor photo for Joseph Grund

Joseph Grund

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Joseph Grund's website
Advisor photo for David Holland

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website
Advisor photo for Dawn Sherwood

Dawn Sherwood

Financial Advisor

Visit Dawn Sherwood's website
Advisor photo for Robert Mayer

Robert Mayer

CFP®

Associate Manager

Associate Vice President
Visit Robert Mayer's website
Advisor photo for Ben Silberman

Ben Silberman

CIMA®, CPWA®

Financial Advisor

Managing Director
Visit Ben Silberman's website
Advisor photo for William Roughen

William Roughen

CFP®, APMA®

Financial Advisor

Associate Vice President
Visit William Roughen's website


Team

Lori Fraraccio

Lori Fraraccio

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed
  • 215 Licensed: Life, Health & Variable Annuity
  • Associates of Arts Degree from PBSC

Roles & Responsibilities

  • Operations / Client Service
  • Trading / unsolicted trades
  • Marketing
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Mando Dibartolomeo

Mando Dibartolomeo

Registered Client Service Associate

Artie Peckskamp

Artie Peckskamp

Registered Client Service Associate

Debra Rowland

Debra Rowland

Client Service Associate

Yajas Sadana

Yajas Sadana

Client Service Associate

Kate Birnbaum

Kate Birnbaum

Registered Client Service Associate

Qualifications

  • Series 7

  • Series 66

  • CRPC ®

Roles & Responsibilities

  • Operations / Client Service
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