Our advisors

Harry Slade III

CFP®, AAMS®

Private Wealth Advisor

Managing Director
Learn more about Harry Slade III Visit Harry Slade III's website

Harry Slade IV

CFP®, AAMS®

Financial Advisor

Vice President
Learn more about Harry Slade IV Visit Harry Slade IV's website


Our team

Lynda Day

Lynda Day

Client Service Associate

Steve Knott

Steve Knott

Registered Client Service Associate

Ny'Zayah Brown

Ny'Zayah Brown

Registered Client Service Associate