4840 North River Boulevard Northeast,
You’ve worked hard to build your practice. You also want to make sure that your clients are taken care of after you’re gone. With an average financial professional age nearly a decade younger than the industry average, CFG will work diligently to partner you with someone to take care of your clients and continue the legacy you’ve built.
Vice President of Sales and Development
Chris Adair is the VP of Sales and Development for CFG. He is dedicated to the overall growth of CFG, including oversight of day to day operations and implementing strategic vision that impacts overall organizational productivity.
Director of Securities Operations and OSJ Branch Manager
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.
Securities Operations Specialist
Dawn joined the Securities Support Unit in 2017. Dawn is Series 7 licensed and has been in the financial services industry since 2000. Dawn has an extensive background in brokerage services and was a direct advocate for 25 of the top...