Page 64 - Forbes - USA (December 2019)
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GREG DELONG CANDACE REY WILLIAM A. WHICHARD, JR. JOHN H. WOOLARD, JR.
Morgan Stanley Wealth Management Wells Fargo Advisors Wells Fargo Advisors Wells Fargo Advisors
(417)-885-1640 | Springfield, MO 1-(800)-968-2207 | Burlington, NC (252)-338-5121 | Elizabeth City, NC (252)-261-8144 | Kill Devil Hills, NC
greg.delong@morganstanley.com candace.rey@wellsfargoadvisors.com william.whichard@wellsfargoadvisors.com john.woolard@wfadvisors.com
KIEL VANDERVEEN NATE LEGRAND ELLIOTT KUGEL DAVID BRIEGS
Raymond James Financial Services Raymond James Financial Services Merrill Lynch Wealth Management Merrill Lynch Wealth Management
(402)-873-7477 | Nebraska City, NE (402)-597-9229 | Omaha, NE (908)-685-3252 | Bridgewater, NJ (908)-685-3203 | Bridgewater, NJ
kiel.vanderveen@raymondjames.com nathan.legrand@raymondjames.com elliott_m_kugel@ml.com david_briegs@ml.com
ROY WILLIAMS CHRISTINE F. HEIM CHRISTOPHER COOK ALBERT FOX
Prestige Wealth Management Group Merrill Lynch Wealth Management Merrill Lynch Wealth Management Morgan Stanley Wealth Management
(908)-782-0001 | Flemington, NJ (973)-301-7703 | Florham Park, NJ (800)-765-2499 | Florham Park, NJ (856)-231-4800 | Mount Laurel, NJ
pwm@prestigewmg.com christine.heim@ml.com c_cook@ml.com albert.fox@morganstanley.com
EDWARD PENBERTHY RORY O’HARA MARK CORTAZZO MICHAEL PRON
Morgan Stanley Wealth Management Merrill Lynch Wealth Management MACRO Consulting Group Merrill Lynch Wealth Management
(856)-231-4800 | Mount Laurel, NJ (856)-231-5575 | Mount Laurel, NJ (973)-451-9400 | Parsippany, NJ (609)-243-7940 | Princeton, NJ
edward.penberthy@morganstanley.com robert_ohara@ml.com info@macroconsultinggroup.com michael_j_pron@ml.com
STEVE ROTHMAN FRANCIS G. BITTERLY IRA WALKER GREGG KAUFMAN
UBS Financial Services Morgan Stanley Wealth Management UBS Private Wealth Management Morgan Stanley Wealth Management
(732)-219-7228 | Red Bank, NJ (732)-224-3754 | Red Bank, NJ (732)-936-3220 | Red Bank, NJ (973)-467-6368 | Short Hills, NJ
steven.rothman@ubs.com francis.g.bitterly@morganstanley.com ira.walker@ubs.com gregg.kaufman@ms.com
