Partnering for your Success

Affluent individuals and families have unique needs, goals, and long-term objectives. We offer our clients the full array of our customizable investment solutions, which are driven by dedicated research, characterized by risk management, and supported by superior client service.

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To learn more about our wealth management services, please contact one of our investment professionals.

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Jo Ann Seagren

Jo Ann Seagren

Managing Director, JA Glynn Private Wealth
Mike Kimbarovsky

Mike Kimbarovsky

Managing Director, JA Glynn Private Wealth
David Patritti

David Patritti

Senior Financial Advisor

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