Philadelphia Office

Find a financial professional in the Philadelphia Office who can assist with your financial goals. Our experienced advisors and teams pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

Our Team

James Bailey
Managing Director, Investments
Jason Beard
Senior Vice President, Investments
Kevin Quinn
Managing Director, Investments
Mark Bluestein
Managing Director, Investments
The Bluestein Wealth Management Group of Wedbush Securities
Mark Kaskey
Senior Vice President, Investments
Mike Connelly
Vice President, Investments
Mike McCall, RICP®
Senior Vice President, Market Manager
Robert Cellucci
Senior Vice President, Investments