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Executive Team
At our company, our exceptional team of advisors are committed to helping clients flourish financially, embodying the core essence of our slogan
"Living Your Legacy Now"
D. DaSilva
Chief Executive Officer
M. Mitchell
Chief Financial Officer
M. Bailey
Executive Vice President
R. Williams
Chief Operating Officer
B. Howard
Chief Security Officer
A.Duverger
Chief Compliance Officer
McClean
Legal Counsel
With personalized guidance and expert financial strategies, we empower our clients to secure their wealth and create a lasting impact, ensuring their legacy thrives for generations ahead.
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