Advisors

Michael Morrone

Michael Morrone

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Lilian A. Staples

Lilian A. Staples

Administrative Assistant

Qualifications

  • Bachelor of Science in Economics
  • Certified Project Manager
  • Certified Service Manager

Roles & Responsibilities

  • Assist in all aspects of office operations and client service experience
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