Get in touch

See how wealth management with a personal touch makes a difference by contacting a Private Wealth Advisor in your region.

Atlanta Team

Promenade Two
1230 Peachtree St, NE
Atlanta, GA 30309

Sandra Morelli

Regional Director

Bill Carey

Private Wealth Advisor

Sam Dashiell

Private Wealth Advisor

Hays Evans

Private Wealth Advisor

Michelle Jackson

Private Wealth Advisor

Bob Lewis

Private Wealth Advisor

Xavier Peoples

Private Wealth Advisor

Erik Shusted

Private Wealth Advisor

Chicago Team

444 W Lake Street
Chicago, IL 60606

Zach Lazar Jr

Regional Director

Glenn Geist

Private Wealth Advisor

Jason Lersch

Private Wealth Advisor

Michael Morrissey

Private Wealth Advisor

Savi Pai

Private Wealth Advisor

Scott Sandee

Private Wealth Advisor

Nate Wasson

Private Wealth Advisor

Los Angeles Team

333 S. Hope Street
Los Angeles, CA 90071

John Armour

President

Bob Kelly

Regional Director

Koko Archibong

Private Wealth Advisor

Ralph Heckert

Private Wealth Advisor

Eric Heer

Private Wealth Advisor

Lynne Knox

Private Wealth Advisor

Joe Lumarda

Private Wealth Advisor

Doug Turley

Private Wealth Advisor

Grant Withers

Private Wealth Advisor

West Los Angeles Team

11100 Santa Monica Boulevard
Los Angeles, CA 90025

Bob Kelly

Regional Director

J Barnes

Private Wealth Advisor

John Benun

Private Wealth Advisor

Dean Catalano

Private Wealth Advisor

Susie Emami

Private Wealth Advisor

Bill Flumenbaum

Private Wealth Advisor

Scott Sandler

Private Wealth Advisor

New York Team

399 Park Avenue
New York, NY 10022

Alan Swerdloff

Regional Director

Steve Brandfield

Private Wealth Advisor

Becky Wuest Creavin

Private Wealth Advisor

Dave Ferry

Private Wealth Advisor

Mike Lear

Private Wealth Advisor

Rachel Melroy

Private Wealth Advisor

Daniel Romanow

Private Wealth Advisor

Norm Sanyour

Private Wealth Advisor

Patricia Janco-Tupper

Private Wealth Advisor

San Francisco Team

One Market Plaza

Steuart Tower

San Francisco, CA 94105

David Wiener

Regional Director

Tom Anderson

Private Wealth Advisor

Brad Berdow

Private Wealth Advisor

Justin Brennan

Private Wealth Advisor

Lisi Bailliere Dean

Private Wealth Advisor

Jennifer George

Private Wealth Advisor

Bill Ring

Private Wealth Advisor

Greg Ryan

Private Wealth Advisor

Menlo Park Team

2500 Sand Hill Road

Menlo Park, CA 94025

David Wiener

Regional Director

Andy Micallef

Private Wealth Advisor

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