Managing Member, MacNaughton & Associates LLC, and Wealth Counselor
Skills and resources for long-term capital appreciation, income planning, and wealth transfer evolve. Ann's multi-disciplined knowledge, skills, and resources enable her to deliver cost-effectively highly personalized advisory services.
LPL Financial Advisor
Rhonda Barclay applies a comprehensive wealth management approach to tailor tax-aware strategies for clients who want to grow and preserve wealth, derive lifetime income from it, and transfer it to their children and grandchildren.
Ben Foreman has served as Vice President of The Private Trust Company (“PTC”) since joining the firm in j2014. PTC is a subsidiary of LPL Financial Holdings Inc. (NASDAQ: (PLA), which also owns LPL Financial LLC...
Before jonining LPL in 2013, Sonya had already worked 8 years in the financial sector managing a boutique wealth management firm, conducting due diligence on large cap U.S. equity money managers for Merrill Lynch, and serving as a...