Great Oak Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


close

Great Oak Wealth Partners: An Ameriprise advisory practice serving the Langhorne, PA area.
Great Oak Wealth Partners: An Ameriprise advisory practice serving the Langhorne, PA area.

View Larger


Advisors

Ryan D Murray, Private Wealth Advisor serving the Langhorne, PA area - Ameriprise Advisors

Ryan D Murray

CRPC, CLTC®, APMA

Private Wealth Advisor

Managing Director of Great Oak Wealth Partners
Visit Ryan D Murray's website
Brian Lucas, Financial Advisor serving the Langhorne, PA area - Ameriprise Advisors

Brian Lucas

APMA, CRPC

Financial Advisor

Visit Brian Lucas's website

Team

Marnie McGarrigle

Marnie McGarrigle

Client Service Coordinator

Laurie Cutlip

Laurie Cutlip

Client Concierge

Roles & Responsibilities

  • First point of contact with clients
  • Confirming appointments
  • Ongoing client communication
  • Maintains incoming paperwork
View more
Kenneth Hager II

Kenneth Hager II

Financial Planning Specialist

Roles & Responsibilities

  • Client meeting coordination
  • Client inquies and transactions
  • Application processing
  • Client Service
View more