Contact us
Find your sales representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.
We look forward to speaking with you.
Sales Representatives
Find your representative below.
Laura McDowell, CFP, CIMA®
Jake King
Chris Schneider, CIMA®
Shane Smith
Devere Jones
Andrew Torok, CFA®
Ned Seitler
Kristine Warner
Advisors affiliated with banks or broker-dealers
Sales management
Neil Hickey
Director
617-960-5217
Email
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Sales Representatives
Find your representative below.
