Page 67 - Forbes - USA (December 2019)
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WILLIAM MURPHY OWEN MCBRIDE KATHLEEN LACH JESSE HURST
UBS Financial Services UBS Financial Services UBS Financial Services Impel Wealth Management
(216)-736-8308 | Cleveland, OH (216)-736-2807 | Cleveland, OH (614)-442-6264 | Columbus, OH (330)-800-0182 ex. 101 | Cuyahoga Falls, OH
william.murphy@ubs.com owen.mcbride@ubs.com kathleen.lach@ubs.com jesse.hurst@impelwealth.com
RANDY HONAKER RANDY CARVER DOUGLAS OLIVER DONALD R. JACKSON
UBS Financial Services Carver Financial Services/Raymond James Capital Asset Management UBS Financial Services
(937)-428-1372 | Dayton, OH (440)-974-0808 | Mentor, OH (405)-947-2913 | Oklahoma City, OK (918)-712-3162 | Tulsa, OK
randy.honaker@ubs.com randy.carver@raymondjames.com doliver@camadvisor.com donald.r.jackson@ubs.com
MICHAEL HENLEY FERN SCHWARTZ JUDITH MCGEE PETER ROHR
Brandywine Oak Private Wealth Merrill Lynch Wealth Management McGee Wealth Management/Raymond James Merrill Private Wealth Management
(484)-785-0040 | Kennett Square, PA (412)-566-6627 | Pittsburgh, PA (503) 597-2222 | Portland, OR (215)-587-4731 | Wayne, PA
mhenley@brandywineoak.com fern_schwartz@ml.com judith@mcgeewm.com peter_rohr@ml.com
PATTI BRENNAN ROBERT WERT PETER SARGENT RYAN HAMILTON
Key Financial Wells Fargo Advisors Janney Montgomery Scott Janney Montgomery Scott
(610)429-9050 | West Chester, PA (888)-769-5167 | Wyomissing, PA (267)-685-4205 | Yardley, PA (267)-685-4219 | Yardley, PA
pbrennan@keyfinancialinc.com robert.wert@wellsfargoadvisors.com psargent@janney.com rhamilton@janney.com
GARY T. BEZILLA GORDON WOLLMAN CHRISTI EDWARDS RAOUL CELERIER
Wells Fargo Advisors Cornerstone Financial Solutions/Raymond James Morgan Stanley Wealth Management Austin Private Wealth
(843)-681-1400 | Hilton Head, SC (605)-357-8553 | Sioux Falls, SD (615)-298-6554 | Nashville, TN (512)-886-4114 | Austin, TX
gary.bezilla@wfadvisors.com info@cornerstonefinancialsolutions.com christi.edwards@ms.com raoul.celerier@austinprivatewealth.com
