Our Team
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Raymond P. Clifford, Jr., AIF®
Partner, Financial Advisor
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Robert F. Rano, Jr., AIF®
Partner, Financial Advisor
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Sara E. McGrath, AIF®, CRES
Partner, Branch Manager, Financial Advisor
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Jay Merrill, CIMA®
Partner, Branch Manager, Financial Advisor
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Matthew Palmgren, CIMA®, CRPS®
Financial Advisor
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Erica Wozniak
Registered Client Service Associate
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Kelly Garcia
Executive Assistant
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