Find an advisor in Vermont.

Patricia focuses on Mid-Atlantic and New England clients, including those still working past 65.

• Based in Richmond, VA · Licensed in VA, MD, DE, DC, WV, NH, VT, ME, RI
• 10 years experience
• English, Vietnamese

Thomas oversees our national desk and can help clients in any state, including snowbirds with two homes.

• Based in Charleston, SC · Licensed in all 50 states
• 22 years experience
• English