HONEST AND TRANSPARENT FINANCIAL ADVICE
When you work with a Colonial River advisor, you tap into a relationship that helps you think about money the way you were meant to - as a way to fuel your passions, support your goals, and live confidently, knowing that you have someone who is watching out for your best interests.
Adele Romeo
Client Services Specialist
Alex Hendrickson, APMA
Senior Wealth Advisor
Alexandra
Bowers
Bowers
Operations Manager
Brandon Call
LPL Investment Advisor Representative
Brian
Wotring, JD
Wotring, JD
Wealth Advisor
Candice Kukahiko
Client Services Support
Cathy Belanger CFP®, EA
Hybrid Limited Securities Professional
Devin
Garofalo, AIF®
Garofalo, AIF®
Chief Executive Officer, Wealth Advisor
Heidi Garofalo
Chief Operations Officer
Jenna Koon
Office Manager
John
Robertson
Robertson
LPL Registered Principal, Wealth Strategist
Merrick G Burleson, Sr
Financial Advisor
Rachel Hickman
Client Services Specialist
Robin Southworth
Director of Client Development
Scott Crosson
Client Services Specialist
Steven Prestyly, MBA, ChFC®
LPL Registered Principal
Big-Firm Service With A Boutique-Style Relationship
At Colonial River, we work with LPL Financial - the nation’s largest Broker Dealer who offers high-level, expertly crafted services, but we ourselves operate out of local, community-driven offices. We strive to maintain top-tier advisory offerings while creating boutique-like experiences, where we can focus on developing close-knit relationships with all our clients. By being able to create intentional connections, you will find that everyone you interact with at Colonial River is someone that upholds and lives by our core values.
Are You Ready?
Take The First Step
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.