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XML Financial Group

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CCCurtis Congdon
President at XML Financial Group
#XMLFinancialGroup#President#WealthManagement#InvestmentStrategy#InvestmentPlanning
PDPete Deoudes
Director of Marketing, Financial Planner at XML Financial Group
#FinancialServices#RelationshipManagement#InvestorRelations#Regulatory#CreditRatingAgencies
EWEric Wightman
Senior Wealth Advisor, Partner at XML Financial Group
#Partner#SeniorWealthAdvisor#FinancialPlan#InvestmentPlanning#AssetAllocation
BBBrett Bernstein
CEO and Co-founder at XML Financial Group
#XMLFinancialGroup#CoFounder#FinancialPlanning#MAndAStrategy#FinancialServices
RARobert D. Kantor, ARPC
CIO, Co-founder at XML Financial Group
#XMLFinancialGroup#ChiefInformationOfficer#CoFounder#InvestmentAdvisory#Investment
KCKevin Patrick Peters, CLU®
Wealth Advisor at XML Financial Group
#WealthAdvisor#FinancialServices#CharteredLifeUnderwriter#CLU#Financial
Kevin Patrick Peters, CLU®
Wealth Advisor at XML Financial Group
SCShawna Bieda, CFP®
Senior Wealth Advisor at XML Financial Group
#SeniorWealthAdvisor#PortfolioManagementAndRetirementPlanning#RetirementAnalysis#FamilyWealthManagementStrategies#FamilyLegacyPlanning
JCJennifer L. Szaro, CRCP®
Chief Compliance Officer at XML Financial Group
#Management#FinancialServices#FINRA#ComplianceManagement#ComplianceRegulations
C Lauren O’brien, CFP®, RICP®, CPA
Senior Wealth Advisor at XML Financial Group
#XMLFinancialGroup#SeniorWealthAdvisor#XMLSecuritiesLLC#Representative#FinancialPlanning
BCBrett Shane Bernstein, CFP®
CEO, Co-founder at XML Financial Group
#ChiefExecutiveOfficer#Operations#FirmOperations#MergersAndAcquisitions#MergersAndAcquisitionsStrategy
RKRob Kantor
CIO, Co-founder at XML Financial Group
#ChiefInvestmentOfficer#CoFounder#XMLFinancialGroup#InvestmentAdvisory#InvestmentCommittee
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