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

CFP®, MBA, APMA®

Private Wealth Advisor

Learn more about Coleen A Banks Visit Coleen A Banks's website
John H Wellington

John H Wellington

Financial Advisor

Chief Operating Officer of Opus: Advice First
Learn more about John H Wellington Visit John H Wellington's website
Joseph Irizarry

Joseph Irizarry

CLTC®

Financial Advisor

Franchise Owner
Learn more about Joseph Irizarry Visit Joseph Irizarry's website

Our team

Alison Perrin

Alison Perrin

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Relationship Manager
Albertine Gibbs

Albertine Gibbs

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional
Ellen Capone

Ellen Capone

Paraplanner

Anastasia Esposito

Anastasia Esposito

Client Service Manager

Kristopher Daoud

Kristopher Daoud

Client Service Specialist

Becky J. O'Hara

Becky J. O'Hara

Operations Director

Erica Adolfsson

Erica Adolfsson

Financial Planning Assistant

Jennifer Flores

Jennifer Flores

Client Relationship Manager