The Round Table Advisors are (from left to right)
Terry L. Lamb, WMS, Senior Vice President, Investments
Carrie L. Streets, CFP®, Financial Advisor
Tony M. D’Andrea, Jr., CFP®, First Vice President, Investments
Fran D. Robertson, Operations Manager
Julie L. Dempsey, Branch Operations Specialist II
Paula J. Cox, Client Service Associate
Dennis K. Wolfe, CFP®, First Vice President, Investments
Amy L. Bee, Client Service Associate, Branch Technical Liaison
Frank N. Gibson, Jr., Senior Vice President, Investments
Betsy Gibson, Registered Client Service Associate
By using the team approach, our group is able to provide the highest level of service possible to our clients. Our team functions as a unit when providing investment information to clients, maximizing the knowledge and resources we're able to offer, as well as our availability to assist you personally. We look forward to meeting with you.