Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Saint John and Sussex branch teams.

Meet our Saint John advisors

 

Geoffrey H. Mitchell, MBA, CIM

Senior Portfolio Manager & Wealth Advisor

Phone Number506-637-7548 | Email me | Visit Website


Josselyn Flemming Wealth Management Group 

Phone Number506-637-7500 | Email me | Visit Website


Leonard Felix, MBA

Investment Advisor

Email me | Visit Website


The Graham Wealth Management Group 

Phone Number506-637-7508 | Email me | Visit Website


Meet our Sussex advisors

 

Whitters Wealth Management & Financial Planning 

Phone Number506-433-7602 Email me Visit Website
 

Let us connect you with an advisor today!

 

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