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Specialty: Individual Wealth Management

William Carey

FINANCIAL ADVISOR

Tom R. Gibbings, CLU®, CFP®

PARTNER & FINANCIAL ADVISOR

Howard J. Buck

PARTNER & FINANCIAL ADVISOR

Rob Branch, ChFC®, CFP®

PARTNER & FINANCIAL ADVISOR

Bob Stout

FINANCIAL ADVISOR

Charles E. Vermette, Jr.

General Counsel

Samir C. Thakkar, CFP®

PARTNER & FINANCIAL ADVISOR

Grant Spencer, MBA

DIRECTOR OF M&A AND ADVISOR RECRUITING

Tucker Payne

WEALTH ADVISOR

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