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As a corporate executive, you already have enough on your plate to have to also worry about managing the many details of your personal financial matters in a strategically savvy and tax-efficient manner. You really need a trusted financial partner well-versed in the many intricacies and complexities that must be addressed.
It certainly merits having an initial conversation with us.
![Timothy Davis, CFP®](/files/94484/tim-davis.jpg)
TIMOTHY DAVIS, CFP®
Partner, Managing DirectorWealth Manager, RJFS
![Michaelyn D. Bortolotti](/files/94484/michaelyn-bortolotti~001.jpg)
MICHAELYN D. BORTOLOTTI
Partner, Vice PresidentWealth Manager, RJFS
![Michael Carilli](/files/94484/michael-carilli.jpg)
MICHAEL CARILLI
Partner, Vice PresidentSenior Registered Client Administrative Manager, RJFS
![Jimmy Farren](/files/94484/Jimmy_new.jpg)
JIMMY FARREN
Partner, Vice PresidentClient Administrative Manager, RJFS