Wealth Strategies Group

Our team of wealth specialists includes nonpracticing lawyers, accountants and financial planners, giving us the expertise to help with all aspects of wealth management, from ensuring current liquidity needs to managing risk and shaping an individual's legacy. To learn more, please see Wealth Strategies.

Gabrielle D. Bailey
Chief Fiduciary Officer
Wilmington

Paulina Mejia
Head of Wealth Strategies
New York

Linda S. Beerman
Advisor to Wealth Strategies
Atlanta

H. Arthur Graper, CFP®
Managing Director
Denver

Joshua S. Miller, CFP®
Managing Director
Boston

Rebecca W. Milliman
Managing Director
Chicago
Judith A. Saxe
Director of Research and Education
Boston
Catherine L. Schnaubelt
Managing Director
Houston

Ryan C. Coulson
Senior Vice President
San Francisco
carly howard
Carly E. Howard
Senior Vice President
Atlanta

Halsey O. Schreier
Vice President
New York

Wealth Strategies Group Resources

Lisa M. Garcia
Chief Risk Officer
Boston
Aaron B. Shields
Senior Vice President
Boston