At RTD, we have an extensive team of professionals with diverse backgrounds and specialties. Our collaborative approach has provided consistent, quality advice to generations of clients.
Beth Davies, AIF®, CPC, ERPA
Vice President of Retirement Plan Services
Beth Davies, AIF®, CPC, ERPA
Richard J. Durso, CFP®, MBA, AEP®
Senior Financial Planner / Chief Financial Officer
Richard J. Durso, CFP®, MBA, AEP®
William G. Love, CFP®, RICP®, Certified Retirement Coach, CPC
Senior Financial Planner
William G. Love, CFP®, RICP®, Certified Retirement Coach, CPC
Rachel F. Moran, CFP®
Director of Personal Wealth Management / Senior Financial Planner
Rachel F. Moran, CFP®
Christopher Vassallo, CFP®
Director of Strategic Partnerships / Senior Financial Planner
Christopher Vassallo, CFP®
There are no team members that match that criteria.