Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

David Holland

CFP®, CFA®, JD

Branch Manager

Private Wealth Advisor
Visit David Holland's website


Team

Sean McQuown

Registered Practice Associate

Qualifications

  • Series 7 registered
  • Series 63 registered
  • Series 66 registered
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