Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Robert Pecoraro

Robert Pecoraro

Financial Advisor

Vice President
Learn more about Robert Pecoraro
Advisor photo for Nicholas Pecoraro

Nicholas Pecoraro

APMA

Financial Advisor

Vice President
Learn more about Nicholas Pecoraro


Our team

Kathleen Motayne

Client Service Associate