
JEAHNE “JR” SPANN DAVIS
Jeahne “JR” Spann Davis, a financial services professional and marketing director at Wealth Financial Group, delivers financial education.
Jeahne “JR” Spann Davis, a financial services professional and marketing director at Wealth Financial Group, delivers financial education.
Claudelle Géhy, a senior investment consultant and director of ESG research, specializes in portfolio allocation and sustainable investing.
Cheri L. Emerson, with 20-plus years at Jones Financial, is director of financial planning and an associate private client wealth adviser.
Finance and wealth management expert Yolla S. Kairouz is executive director at J.P. Morgan Private Bank in Los Angeles, California.
Chris Everett is a financial planner, author, and the president and founder of Everett Wealth Solutions, an independent financial management firm.
Christiane S. Tomasi established CS TOMASI Wealth Management in 2017 as a registered investment adviser firm, where she remains active to this day.
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM