Our advisors

George Vilfordi

Financial Advisor

Learn more about George Vilfordi

Aaron J Vilfordi

APMA

Financial Advisor

Learn more about Aaron J Vilfordi

Alex Vilfordi

APMA, CEPA®

Financial Advisor

Associate Vice President
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Adam Vilfordi

Financial Advisor

Learn more about Adam Vilfordi


Our team

Rosmari Trump

Rosmari Trump

Registered Client Service Associate

Irene Nguyen

Irene Nguyen

Client Service Associate

Linda Vogeley

Linda Vogeley

Registered Client Service Associate

Qualifications

Roles & Responsibilities

  • Operations and Client Service
  • Marketing and Event Management
  • Client Referral Coordinator
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