Our advisors

Nancy S Daoud

Nancy S Daoud

ChFC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Opus: Advice First
Learn more about Nancy S Daoud Visit Nancy S Daoud's website
Nina Daoud

Nina Daoud

BFA, APMA®

Financial Advisor

Marketing Manager
Learn more about Nina Daoud Visit Nina Daoud's website
Philip Bensley

Philip Bensley

CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Philip Bensley Visit Philip Bensley's website
Anthony Williams

Anthony Williams

APMA®

Financial Advisor

Learn more about Anthony Williams Visit Anthony Williams's website
Coleen A Banks

Coleen A Banks

MBA, CFP®, APMA®

Private Wealth Advisor

Learn more about Coleen A Banks Visit Coleen A Banks's website
Joseph Irizarry

Joseph Irizarry

CLTC®

Financial Advisor

Learn more about Joseph Irizarry Visit Joseph Irizarry's website

Albertine Gibbs

CFP®

Financial Advisor

Learn more about Albertine Gibbs Visit Albertine Gibbs's website

Our team

Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Albertine Gibbs

Albertine Gibbs

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Ellen Capone

Ellen Capone

Financial Planning Analyst

Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Erica Adolfsson

Erica Adolfsson

Financial Planning Assistant

Kristopher Daoud

Kristopher Daoud

Client Service Specialist

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager
Anastasia Esposito

Anastasia Esposito

Office Manager,

Marketing Specialist
Adam Goode

Adam Goode

Client Service Specialist

Stacey Sankow

Client Service Specialist