Contacts
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Contact Numbers and Email Addresses of B2B Business Professionals
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Contact Name  | Contact Details | Job Title | Company Name |
|---|---|---|---|
PF Pat Fair |  Phone Email | Partner, Wealth Advisor, Chief Compliance Officer, Cfp |  AP Wealth Management |
MG Mark Godes | PhoneEmail | Wealth Advisor & Chief Compliance Officer, Cfp |  Optimal Wealth & Investments |
CH Carlyn Hensen | PhoneEmail | Senior Vice President, Family Wealth Director, Financial Advisor, CFP |  Morgan Stanley |
VG Vanessa Garl | PhoneEmail | Senior Vice President, Wealth Management. Portfolio Management Director. Financial Advisor, CFP | Morgan Stanley |
RB Rebekah Berry | PhoneEmail | Senior Vice President and Family Wealth Advisor, CFP, CDFA At At Robert W. Baird and Co. |  Baird |
TS Terry Stouffer | PhoneEmail | Vice President and Wealth Management, Financial Advisor CFP, CPRC, CLTC |  Janney |
TW Troy Wiebler | PhoneEmail | Managing Director, CFP Private Wealth Advisor |  UBS |
GH Garrett Hadley | PhoneEmail | Managing Director, Wealth Advisor, CFP, CIMA | Morgan Stanley |
JW Jason Weinstein | PhoneEmail | Vice President - Wealth Management, CFP, Financial Advisor | Morgan Stanley |
SC Steve Cooper | PhoneEmail | Vice President and Wealth Advisor, Financial Advisor CFP | Janney |
PM Paula Mogan | PhoneEmail | CFP, Vice President, Wealth Advisor | UBS |
RM Robert Moquin | PhoneEmail | Vice President - Financial Advisor, CFP, CRPS, CPFA, CEPA At RBC Wealth Management |  RBC Wealth Management |
HS Holly Stowell | PhoneEmail | Vice President, Wealth Advisor, CFP, CRPC | Morgan Stanley |
CM Chris Mette | PhoneEmail | Senior Vice President, Wealth Management, Financial Advisor, CFP, Portfolio Management Director | Morgan Stanley |
BF Barbara Fleming | PhoneEmail | CFP, Senior Vice President - Wealth Management, Portfolio Management Director, Financial Advisor | Morgan Stanley |
MN Michael Neaton | PhoneEmail | Vice President, Wealth & Financial, Cfp Advisor |  OneDigital |
DD Daniel Deitrick | PhoneEmail | CFP, Senior Vice President, Family Wealth Director, Financial Advisor | Morgan Stanley |
GJ Gill Johnson | PhoneEmail | Private Wealth Advisor & Senior VP, Cfp, Cima |  Pinnacle Financial Partners |
LT Lisa Tennant | PhoneEmail | Senior Wealth Advisor & Vice President, Cfp |  Empire Financial Advisors |
AV Anthony Veiga | PhoneEmail | CFP, Managing Director Wealth Advisor |  Stratos Wealth Management |
