Chief Executive Officer
Education:
Bachelors in Business Administration
University of Notre Dame
Professional Affiliations:
Million...
President
Education:
Bachelor of Science in Economics, Yale University
Professional Affiliations:
Financial Planning...
Partner
Education:
Bachelor of Science in Finance, University of Scranton
Professional Affiliations :
Premier Resource...
Financial Advisor
Education:
Clarkson University
Bachelor of Science - Engineering & Management
Professional Registrations and...
Senior Financial Advisor
Professional Experience:
Senior Financial Advisor - Allied Wealth Partners
Manager - Allstate Insurance Company -...
Financial Advisor
Donna takes pride in providing excellence in comprehensive wealth management. She does a thorough analysis of a client...
Senior Financial Advisor
Education:
Bachelor of Arts in Economics - Denison University
Professional Registrations and Licenses:
Register...
Senior Financial Advisor
Professional Affiliations:
Million Dollar Roundtable
Designations:
Chartered Life Underwriter (CLU)
Chartered...
Financial Advisor
Education:
William Paterson University
Bachelor’s degree in Finance
Minor in Economics
Registrations and Licenses:
Financial Professional
Education:
Metropolitan Technical Institute
Electronics Engineering Technology
Registrations and Licenses:
Ser...
Financial Advisor
Education
Ramapo College
BA Business/Finance
Registration & Licenses
FINRA Series 7 & 63 Registrations
Life...
Financial Advisor
Education:
MBA- Finance, Pace University
Bachelor of Arts- Economics, Rutgers University
Professional...
Senior Financial Advisor
Education:
East Stroudsburg University
Bachelor of Science in Economics
Minor in Corporate & Personal Finance
Reg...
Director of Medical Services, Financial Advisor
Education:
Bachelor of Science in Finance,
Stern School of Business,
New York University
Profes...
Vice President - Investments
Registrations & Licenses:
FINRA series 4, 6, 7, 24, 63, 66
Life and Health Insurance Licenses (NJ, NY, PA, SC, FL...
Senior Financial Advisor
Education:
University of Richmond, Virginia, B.S. in Finance and Marketing
Professional Affiliations:
Chartered...
Partner
Education:
Bachelor of Science in Business Administration
The College of New Jersey
Professional Affiliations:
...
Partner
Michael J. O’Connell, CERTIFIED FINANCIAL PLANNER™ professional, is Partner and Head of Financial Planning for Wealth...
Senior Financial Advisor
Professional Affiliations:
Financial Planning Association of New York
Financial Women's Association of New York
...
Partner
Education:
Bachelor of Science in Business Administration
Montclair State University
Professional Designations:
...
Financial Advisor
Education:
Bachelor of Science in Economics & Finance
University of Bridgeport
Professional Registrations and...
Senior Financial Advisor
Registered representative and investment advisor representative of Securian Financial Services.
Financial Advisor
Education:
Bachelor Degree in Finance
Thomas Edison, Trenton NJ
Professional Registrations and Licenses
FINRA...
Senior Financial Advisor
David Schelhorn joins Allied Wealth Partners with over 25 years of experience working on Wall Street.
As the previous...
Senior Financial Advisor
Meet Our Team
John P. Sullivan is a Certified Financial Planner™ professional who is a Registered Representative and...
Senior Financial Advisor
Registered representative and investment advisor representative of Securian Financial Services.
Financial Advisor
James Whelan joined the Allied Wealth Partner’s team in 2018 after graduating from Franklin and...
Senior Financial Advisor
Professional Experience:
Senior Financial Advisor
Business Entrepreneur
Professional Affiliations:
Million...
