Expertise you can count on



Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.


Mitchell Slater
Mitchell Slater

Senior Vice President – Wealth Management
Financial Advisor
908-789-3160


Ann Trainor
Ann Trainor, CRPC®

Vice President – Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
908-789-3182


Kristle Wilkinson
Kristle Wilkinson

Senior Client Service Associate
908-928-2026



The Slater-Trainor Group

109 North Avenue
Westfield, NJ 07090

908-789-3160
908-789-3182
888-448-6701 fax


Mitchell Slater

Senior Vice President – Wealth Management
Financial Advisor
Ann Trainor, CRPC®

Vice President – Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Kristle Wilkinson

Senior Client Service Associate
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