WEALTH ADVISOR AND SENIOR VICE PRESIDENT, CRPC® (1)
Justin offers clients more than 17 years of comprehensive wealth management experience with a team approach that brings together specialists in financial planning, portfolio management, credit, asset protection, wealth transfer, and trust and estate planning. Specializing in working with high net worth individuals and families, Justin takes the time to truly get to know his clients as well as their unique goals, aspirations and concerns. He holds himself and his team accountable to recommend and then continually monitor specific strategies with these goals, aspirations and concerns in mind. These strategies are supported not only by the expertise of his team, but also highly attentive service.
Born and raised at the “Jersey Shore,” Justin obtained his Bachelor’s degree from Elon University in North Carolina and has acquired his Chartered Retirement Planning Counselor (CRPC®) (1) designation from the College for Financial Planning. Justin is happily married, has two children and along with his family is an active member of his church. He and his wife consider themselves food and wine enthusiasts, and Justin is an avid lover of music and the arts.
(1) Chartered Retirement Planning Counselor SM and CRPC ® are registered service marks of the College for Financial Planning®.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit