Team
Ann and her team have been working with individuals and businesses in the area for many many years. They have extensive personal and professional experience.
Ann Marie White, Certified Financial Planner®, is a Branch Manager for Cetera Advisor Networks and provides investment advice, strategies and solutions to help her clients work toward their financial dreams.
Denise Raymond Parent is the Office Manager and is the assistant to Ann White, Branch Manager. Many of you have had the pleasure of speaking with Denise. She joined our team in 1983 after graduating from Business College. Denise wears...
Allen "Varc" Jones is responsible for trading and operations. He is also our internal information technology expert and is responsible for our computer systems. Varc is a valued asset to our Investment team.