Our Team

Our Offices

Find Your Team

Select a location to see that office’s team — Office Leaders, then Financial Advisors, then the Service Team — or choose Corporate Team for practice-wide staff. Scroll or pinch to zoom; drag to pan.

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Office Leaders
Heather Durkin Gravelle, MBA, CDFA®
Heather Durkin Gravelle, MBA, CDFA®

Market Director

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Financial Advisors
Mitchell J. Gravelle, MBA, CFP®
Mitchell J. Gravelle, MBA, CFP®

Managing Director

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Service Team
Ryan Fischer
Ryan Fischer

Senior Registered Client Service Associate

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