We’ll make financial and investment recommendations with your best interest at heart.

We Work With You. And For You.

From the moment you start working with us, you can expect:


Proactive recommendations to help you achieve your goals

Prompt and thoughtful follow-up to your questions or concerns

On-going dialogue to adjust your tailored strategy as needed

Meet Our Team

Josh O'Brien, CFP, SE-AWMA

Private Wealth Financial Advisor
Managing Director - Investments

Robert Palatella

Private Wealth Financial Advisor
Managing Director - Investments

Melanie Gilmore, AWMA, CRPC

Financial Advisor
First Vice President - Investments

Marisa Clayton

Private Wealth Senior Registered Client Associate

Emily Hughey

Private Wealth Senior Registered Client Associate
Assistant Vice President

    Joseph Palatella

    Private Wealth Senior Client Associate