Adelson Group

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 Adelson Group
Team photo for Adelson Group

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Advisors

Advisor photo for Steven R Adelson

Steven R Adelson

CFP®, MBA, CEP®, APMA®, CRPC

Private Wealth Advisor

President of Adelson Group
Visit Steven R Adelson's website
Advisor photo for Seth Bassoff

Seth Bassoff

CRPS, CRPC, APMA®, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Visit Seth Bassoff's website
Advisor photo for Jefferson A Ledbetter

Jefferson A Ledbetter

Financial Advisor

Senior Vice President of Adelson Group
Visit Jefferson A Ledbetter's website
Advisor photo for Michael W Kane

Michael W Kane

CRPC, APMA®

Financial Advisor

Vice President of Adelson Group
Visit Michael W Kane's website
Advisor photo for Kristen Hernandez

Kristen Hernandez

CFP®, APMA®

Financial Advisor

Vice President of Adelson Group
Visit Kristen Hernandez's website
Advisor photo for Yona Klein

Yona Klein

CIMA®

Financial Advisor

Visit Yona Klein's website
Advisor photo for George Bockmeyer

George Bockmeyer

APMA®

Financial Advisor

Visit George Bockmeyer's website
Advisor photo for Heather R Nidetch

Heather R Nidetch

CFP®, APMA®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Heather R Nidetch's website
Advisor photo for Terri Starliper

Terri Starliper

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Terri Starliper's website
Advisor photo for C Brian Stewart

C Brian Stewart

CFP®, MBA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit C Brian Stewart's website
Advisor photo for Sheri Granaroli

Sheri Granaroli

APMA®, CRPC

Financial Advisor

Chief Operating Officer of Adelson Group
Visit Sheri Granaroli's website


Team

Eric Peterson

Eric Peterson

Paraplanner

Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Leslie Hawes

Leslie Hawes

Client Service Specialist

Victoria Perdomo

Victoria Perdomo

Office Manager

Jessica Valentino

Jessica Valentino

Receptionist