Our advisors

Paul Previte

Private Wealth Advisor

President of Crescent Bay Wealth
Learn more about Paul Previte Visit Paul Previte's website

Mary Davis

APMA®

Financial Advisor

Learn more about Mary Davis Visit Mary Davis's website

Elizabeth Snow Wilds

MSFP

Associate Financial Advisor

Learn more about Elizabeth Snow Wilds Visit Elizabeth Snow Wilds's website


Our team

Ina Lako

Ina Lako

Operations Manager

Qualifications

  • Series 7 on July 2010, Series 63 November 2010, Series 65 April 2011
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Sara Lako

Sara Lako

Client Service Coordinator

Michael Branagan

Michael Branagan

Financial Planning Assistant