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Senior Wealth Managers
Claudia Shaw, Jonathan Bonnett
Dennis Schimanski
Wealth Manager
Stephanie Whyms
Senior Wealth Structuring Consultant
Sameer Alam
Daniel Trindade
+ 5 more
Current role
Wealth Manager at Legacy Capital Advisors
Wealth Manager at Coe Financial Group
Wealth Manager at PLEION Wealth Partners
Wealth Manager at Congress Wealth Management