Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

Our advisors

Roger J Solis


Private Wealth Advisor

Franchise Owner
Learn more about Roger J Solis Visit Roger J Solis's website

Our team

Leanor Sciullo MBA

Leanor Sciullo MBA

Client Relationship Manager


  • MBA

Roles & Responsibilities

  • Client Relationship Manager
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