Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Waterfront Wealth Management
Team photo for Waterfront Wealth Management

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Our advisors

Advisor photo for Rufus Cressend

Rufus Cressend

CFP®, BFA, CRPC, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Rufus Cressend Visit Rufus Cressend's website
Advisor photo for James Ray

James Ray

APMA®

Financial Advisor

Learn more about James Ray Visit James Ray's website
Advisor photo for Ellen Morvant

Ellen Morvant

CFP®, APMA®, CSRIC®

Financial Advisor

Learn more about Ellen Morvant Visit Ellen Morvant's website
Advisor photo for Jarod L Hopper

Jarod L Hopper

MBA, BFA, CRPC, APMA®, CEPA®

Financial Advisor

Learn more about Jarod L Hopper Visit Jarod L Hopper's website


Our team

Dawn M. Hall

Dawn M. Hall

Operations Director,

Chief Operating Officer of Waterfront Wealth Management
Gina Huth

Gina Huth

Client Concierge

Shelby Cressend

Shelby Cressend

Financial Planning Specialist

Leslie Cambre

Leslie Cambre

Financial Planning Assistant

Danielle Catalanotto

Danielle Catalanotto

Executive Assistant

Andre LeBlanc

Andre LeBlanc

Financial Planning Assistant