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Wealth Advisor
CFP®, CDFA®, RICP, MBA
Senior Wealth Advisor
Senior Portfolio Manager
CFP®
CFP®, CRPC®, SE-AWMA℠
CFP®, CPA, CGMA, PFS
Associate Wealth Advisor
CDFA®, CSA®
CPA, PFS
CFP®, ChFC®, CLU®
JD
CFA®, CSLP®, CFP®
Director of Family Budget Services
Senior Financial Planner
MBA, ChFC®
CFA®, CFP®
Practice Integration Advisor
MSF, CFP®
Portfolio Manager
CFP®, ChSNC®
CFP®, CPA, PFS
Advisor Transition Coach
CPA, PFS, CFP®
Ph.D.
CIO, Family Office
CPA, CDFA®, MBA, JD
EA, CFP®
Managing Director, Platform Channels
AIF, WMS™
Managing Director, Insurance and Retirement Solutions
Fixed Income Portfolio Advisor
CFA®, CEPA®, CFP®
CFP®, CDS®
President, Platform Channels
CFA®
Director, Institutional Advisory Practice
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
CFP®, CPWA®
FPQP®
CPA
CFP®, CPA
Vice President, Client Development
CFP®, CDFA®
MBA, CFP®, CFA®
CPA, PFS, RLP®
CFP®, AAMS®
Director, Tax Solutions
CFP®, CFA®
Associate Practice Integration Advisor
AIF
Advisory Team Manager
MBA
CFP®, CSLP®
Advanced Planning Advisor
CFP®, CSLP®, ABA
CFP®, EA
CPWA®, CFP®
Senior Vice President, Client Development
MBA, CPA, CFP®, CDFA®
CFP®, EA, AEP®, CEPA®, CAP
CFP®, CLU®
CPFA, QKA®, AIF
Director, Retirement Solutions
CLU®, ChFC®, CFP®, CAP, AEP®
Senior Wealth Advisor & Legacy Coach
CFP®, CRPC®
CFP®, CLU®, ChFC®
Senior Managing Director, National
CFP®, CKA®
Senior Wealth Advisor and Principal
JD, CFP®
CFP®, CIMA®, CPWA®, CSRIC™, NSSA®
CFA®, CFP®, EA
CFP®, MBA
CPA, PFS, CFP®, AEP®
CFP®, CIMA®, CAP
Client Service Associate
Managing Director, Senior Portfolio Manager
CEPA®
President, Business Owner Services & Senior Wealth Advisor
CIMA®
Investment Strategy Advisor
QPFC
Retirement Solutions Advisor
CFP®, M.TX
CFP®, EA, RICP
CRPS®, CPFA, CFP®
Retirement Plan Advisor
JD, CPA
JD, CFA®
Client Service Manager
Wealth Advsior
Founder and Managing Partner of Hotaling Investment Management
MBA, CPA, CFP®
Financial Planner
MBA, CFP®
Managing Director, Mid-Atlantic
Director, Fixed Income
CEPA®, CFP®
CPA, PFS, CRPS®
CPA, MBA
Managing Director, Senior Wealth Advisor
JD, MBA
CPFA, CFP®, CDFA®
CPFA, AIF
CFP®, CFT-I™
Institutional Advisor
CFA®, CPA
CFP®, CAIA®
Ph.D., CFP®
CFP®, AIF, CRPS®, CEPA®
CFP®, AIF
CFA®, CFP®, CPA
CFA®, Ph.D.
Director, Business Solutions
Managing Director of Service, Trading & Operations
Managing Director of Institutional Client Services
CEPA®, CFP®, CMT
CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™
Chief Planning Officer
Client Relationship Specialist
Senior Investment Advisor
CTFA, AEP®, JD, CFA®
MBA, CRPC®, aPHR®
Client Service Manager, CSA Team Lead
Director of Institutional Services
JD, AEP®, CTFA
Onboarding & Integration Advisor
MBA, CFA®, CFP®
CFP®, BFA™
Director of Client Service
CPA, CFP®
Institutional Services Associate Advisor
CRPC®
Advisory Team Director
Managing Director & Senior Wealth Advisor
CFP®, CAP, CKA®
Managing Director & Senior Institutional Consultant
CFP®, MSFP
Director, Investment Strategy
CIPM®, CFP®
JD, CPA, PFS
CPA, PFS, CFP®, CDFA®
APMA®, CFP®
CFP®, CRPS®
Director, Client Experience & Client Service Manager (Gratus)
CFP®, RICP
CFP®, ChFC®, CAP
AAMS®, CFP®
Fixed Income Advisor
CFP®, QPA, ERPA, CPC, CPFA
MBA, CIMA®
Managing Director, Southeast
Senior Vice President & Executive Director of Advisory Services
CFP®, MST
CFP®, FPQP®
QPA, QKA®, QPFC, CRC
CPA, RLP®
CFP®, CDFA®, CRPC®
EA, CFP®, MSF
Portfolio Manager, Prviate Markets
CFP®, CIMA®
CFP®, FBS
CFP®, CRPS®, CPFA
CFP®, CRPC®, APMA®
CFP®, NSSA
CFP®, CEPA®
Manager, Advisory Team Leadership
Advisor Transition & Leadership Coach
Advisory Team Associate
CFP®, ChFC®
CFA®, CFP®, CEPA®
President, Institutional Advisory Practice
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
CWS
CPA, PFS, CGMA
CPA/PFS (inactive)
CPWA®
President of Private Client Services
Managing Director
Senior Wealth Advisor, Portfolio Manager
CDFA®
MBA, CFP®, ADFA