Rodman & Associates

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


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Advisors

Thomas G Rodman, Financial Advisor serving the Conshohocken, PA area - Ameriprise Advisors

Thomas G Rodman

CRPC

Financial Advisor

Managing Director
Visit Thomas G Rodman's website

Team

Lisa Markgraf

Lisa Markgraf

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • Life and Health

Roles & Responsibilities

  • operational tasks including but not limited to asset movement, all account maintenance and updates, coordinating on-going contacts with our clients including scheduling regular consultations and clien
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