Our advisor team takes great pride in delivering 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.
 

Managing Director and Executive Partner, Wealth Management Services

Tony is a Managing Director and Executive Partner, Wealth Management Services at Destination Wealth Management. He has...

Managing Director and Senior Executive Partner, Wealth Management Services

Geoff is a Managing Director and Senior Executive Partner, Wealth Management Services at Destination Wealth Management...

Managing Director & Senior Executive Partner, Wealth Management Services

Robert Jacques is a Managing Director and Senior Executive Partner, Wealth Management Services at Destination Wealth...

Senior Vice President and Senior Partner, Wealth Management Services

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

Managing Director, Partner, & SRI Specialist & Director of Planning Strategies, Wealth Management Services

Angie is a Managing Director, Partner, SRI Specialist & Director of Planning Strategy, Wealth Management Services at...

Senior Vice President and Executive Partner, Wealth Management Services

Caroline is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management...

Managing Director, Senior Executive Partner & Director of Operations

Rita is a Managing Director, Senior Executive Partner and Director of Operations at Destination Wealth Management and...

Senior Vice President & Partner, Wealth Management Services

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

Senior Vice President, Wealth Management Services

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

Senior Vice President and Executive Partner, Wealth Management Services

Christina is a Senior Vice President and Executive Partner, Wealth Management Services at Destination Wealth Management...

Senior Vice President & Senior Partner, Wealth Management Services

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

Senior Vice President, Wealth Management Services

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

Vice President, Wealth Management Services

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

Vice President, Wealth Management Services

Preetika Pande is a Vice President, Wealth Management Services at Destination Wealth Management. She has worked in the...

Senior Wealth Advisor, Wealth Management Services

Stacy Chretien is a Senior Wealth Advisor, Wealth Management Services at Destination Wealth Management. She has been in...

Wealth Advisor & Financial Planner, Wealth Management Services

Donald Travo is a Financial Planner, Wealth Management Services at Destination Wealth Management. and has been in the...

Financial Planning Project Manager

As the Financial Planning Team Manager at Destination Wealth Management, Jeanne Suh has a focus on delivering meaningful...