Succession Planning Division
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.
Chris Adair
Vice President of Sales and Development
319-393-5931
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.
Lisa Doherty
Director of Securities Operations and OSJ Branch Manager
888-613-5456
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.
Dawn Jerrard-Johnson
Securities Operations Specialist
888-613-5456
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...