Browsing: top advisor

Chris Zander.Courtesy of Evercore Wealth Management Firm: Evercore Wealth Management Name: Chris Zander Location: New York, NY Team Custodied Assets:…

CEO Shannon Spotswood.Courtesy of RFG Advisors Firm: RFG Advisory Name: Shannon Spotswood Location: Vestavia Hills, AL Team Custodied Assets: $5.8…

Mayflower Advisors.Courtesy of Mayflower Advisors Firm: Mayflower Advisors Name: Lawrence Glazer Location: Boston, MA Team Custodied Assets: $5.1 billion Background:…

Dave Valdez (far left) and the rest of the team at Alaska Wealth Advisors.Courtesy of Alaska Wealth Advisors Firm: Alaska…

Andrew LernerCourtesy of Oppenheimer Name: Andrew Lerner Firm: Oppenheimer Location: Boca Raton, FL Team Assets (Custodied): $1.6 billion Background: Andrew…

Kayvon SarmadiCourtesy of UBS Name: Kayvon Sarmadi Firm: UBS Wealth Management Location: Washington, D.C. Team Assets (Custodied): $974 million Background:…

Melaina CanoCourtesy of Merrill Wealth Management Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329…