Directory Category: Financial Planner/investment Manager

Bocinsky, James
Title(s)
Vice President
Company Name
Bernstein Private Wealth
Hall, Mallory
Title(s)
Financial Advisor
Company Name
Alterra Advisors
Houston, Lori
Title(s)
Senior Vice President
Company Name
Whittier Trust Company
Waclawik, Chris
Title(s)
Wealth Advisor
Company Name
Merriman, LLC
Business Email
Credentials, Professional Designations
CFP®, AFC®
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