Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

Mark Davidson

Financial Advisor

Associate Vice President
Visit Mark Davidson's website


Team

Dona Hertz

Dona Hertz

Registered Client Service Associate

Qualifications

  • Series 7, 66 Licensed
  • Health, Life & Variable Annuities Licensed
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