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

Qualifications

  • CFA®

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Debra Rowland

Debra Rowland

Client Service Associate

Yajas Sadana

Yajas Sadana

Client Service Associate

Kate Birnbaum

Kate Birnbaum

Registered Client Service Associate