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Chris Nelson

Senior Wealth Advisor

Nick Weidman

Senior Wealth Advisor

Jackie Smolsky

Administrative Assistant

Troy Scozzafava

Client Service Associate

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Berwyn

920 Cassatt Rd
Suite 202
Berwyn, PA 19312

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3500 Winchester Road
Suite 151
Allentown, PA 18401

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3837 NW Boca Raton Blvd.
Suite 100
Boca Raton, FL 33431

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