4 months ago
CAPTRUST Continues Growth of Wealth Management Practice with Addition of Two Firms
CAPTRUST today announced the addition of McQueen, Ball & Associates...
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60 W. Broad St.
Bethlehem,
PA
18018
Phone: 610.954.0400
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4 pm
Wealth Management
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Our Team
Our Bethlehem-based advisors are experienced in providing investment advisory services, financial planning, and comprehensive wealth management services to high-net-worth individuals, families, and institutions. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Karen Culver
Financial Advisor
Todd Fungard, CFA®
Vice President,
Financial Advisor
Earlaine Klingler, CFP®
Financial Advisor
Jerry B. McQueen, CFP®
Senior Vice President, Financial Advisor
Michael J. Peters CFP®, CPA
Vice President,
Financial Advisor
Gregory Pietrobon
Financial Advisor
William J. Schultz
Senior Vice President, Financial Advisor
Alana Tallarico
Financial Advisor
Christopher Zavecz, CFP®
Vice President, Financial Advisor
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