Waterfront Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Waterfront Wealth Management
Team photo for Waterfront Wealth Management

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Advisors

Ellen Morvant

CFP®, APMA, CSRIC®

Financial Advisor

Visit Ellen Morvant's website

Rufus Cressend

CFP®, BFA, CRPC, APMA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Rufus Cressend's website

James Ray

APMA

Financial Advisor

Visit James Ray's website

Jarod L Hopper

MBA, BFA, APMA

Financial Advisor

Visit Jarod L Hopper's website


Team

Dawn M. Hall

Dawn M. Hall

Operations Director,

Chief Operating Officer of Waterfront Wealth Management
Gina Huth

Gina Huth

Client Concierge

Shelby Cressend

Shelby Cressend

Financial Planning Specialist