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. Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals.
J. Rodney Duckworth Jr.
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
William Edward "Bill" Dullaghan
CA, KY, NC, NV, VA
Susan R. Waters
Senior Client Service Associate
FL, GA, KY, MD, NC, NJ, TX, VA
Katelin A. Shield
Client Service Associate
FL, MD, NC, NJ, PA, VA