Our advisor team takes great pride in delivering world-class financial planning assistance. They can address a variety of topics and are the foundation for productive and meaningful planning relationships. Click on each picture to find out more about the background for each of these professionals.
 

President and Chief Operating Officer

George is President and Chief Operating Officer at Destination Wealth Management. He brings over 35 years of experience...

Managing Director and Executive Partner, Wealth & Investment Strategy Communications

Tony is a Managing Director and Executive Partner, Wealth & Investment Strategy Communications at Destination Wealth...

Managing Director and Executive Partner, Wealth & Planning Strategy

Geoff is a Managing Director and Executive Partner, Wealth & Planning Strategy at Destination Wealth Management. He has...

Senior Vice President and Partner, Wealth Management Services

Elaine is a Senior Vice President and Partner, Wealth Management Services at Destination Wealth Management and has been...

Senior Vice President, Partner, & SRI Specialist, Wealth Management Services

Angie is a Senior Vice President and Associate Partner, Wealth Management Services at Destination Wealth Management and...

Senior Vice President and Senior Partner, Wealth Strategy

Robert is a Senior Vice President and Senior Partner, Wealth Strategy at Destination Wealth Management. He has worked in...

Senior Vice President and Executive Partner, Wealth Strategy

Caroline is a Senior Vice President and Executive Partner, Wealth Strategy at Destination Wealth Management and has over...

Senior Vice President- Operations, Executive Partner & Director, Planning Strategy

Rita is a Senior Vice President- Operations, Executive Partner, Director- Planning Strategy at Destination Wealth...

Vice President and Partner, Wealth Management Services

Dustin is a Vice President and Partner, Wealth Management Services at Destination Wealth Management and has been in the...

Vice President, Wealth Management Services

Sonia is a Vice President, Wealth Management Services at Destination Wealth Management and has been in the wealth...

Vice President, Wealth Management Services

Christina is a Vice President, Wealth Management Services at Destination Wealth Management. Raised in the U.S. and...

Vice President, Wealth Management Services

Chris is a Vice President, Wealth Management Services at Destination Wealth Management. He has been in the Investment...

Vice President, Wealth Management Services

David is a Vice President, Wealth Management Services at Destination Wealth Management. He has worked in the financial...

Wealth Advisor, Wealth Management Services

Barbara Matheson is a Wealth Advisor, Wealth Management Services at Destination Wealth Management. She brings over 20...

Wealth Advisor, Wealth Management Services

Philip is a Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has worked in the financial...

Wealth Advisor, Wealth Management Services

Anthony Lugo is a Wealth Advisor, Wealth Management Services at Destination Wealth Management. He has worked in the...

Financial Planner, Wealth Management Services

Sophia is a Financial Planner at Destination Wealth Management and has been in the financial industry since 2007. Sophia...