Our Financial Advisors can design and execute a plan that fits your specific needs and goals. With careful financial planning and sound advice, our Private Client Group will provide you with wealth management planning and investment services to help you reach and maintain your desired level of security. Through this relationship, you have the advantage of getting the products and services that you would expect from larger, nationally known firms, but with localized service.
Our Financial Advisors
*Names in BOLD denote Branch Manager
ALLIANCE
(330) 823-7666
Toll Free: 1-800-229-9425 |
KENT
(330) 678-2151
Toll Free: 1-800-969-9425 |
- Ed Lair, CFP®
- Sue Bowman
- Tom Cummings
- Scott Gindlesberger
- Eric Johnson
- Jim McCready
- Jack Peters
- Bruce Robb
- BJ Robb
|
- Jim Bear
- Sallie Bear
- Michael Thomas
- David Tod
- Tim Trowbridge
|
BEACHWOOD
(216) 831-3135
Toll Free: 1-800-568-0017 |
MARYSVILLE
(937) 644-8686
Toll Free: 1-866-903-8686 |
- Lou Mucci
- Pat Hudec
- Emile Legros
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BOARDMAN
(330) 744-4351
Toll Free: 1-800-229-1643 |
Oil City, PA
(814) 678-6552
Toll Free: 1-877-549-6534 |
- Tom Phillips
- Bob Ferraro
- Frank Gorsuch
- Tom Kepler
- John Luklan
- Joe Musolino
- Cory Shaner
- Jim Stark
- Mark Steen
- Doug Thorpe
- Joe Vitello
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CANFIELD
(330) 744-4351
Toll Free: 1-800-229-1643 |
Olean, NY
(716) 372-2839
Toll Free: 1-888-258-2851 |
- Keith Downard
- Jim Cvetkovic
- Jan Belleville
- David Bennett
- Rob Gardner
- Matt Morgan, CFP®
- Elizabeth Hartwig, CFP®
|
- Lynn Johnson
- Kevin Forrest
- Len McGlynn
|
CANTON
(330) 493-1616
Toll Free: 1-800-545-3562 |
STEUBENVILLE
(740) 264-7254
Toll Free: 1-866-307-7254 |
- Ed Lair, CFP®
- Bill Liber
- Jeff Caghan
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DAYTON
(937) 222-8860
Toll Free: 1-888-586-9288 |
SALEM
(330) 337-9911
Toll Free: 1-800-394-9425 |
- Darrell Patrick
- Gerald Guenther
- Ray Thomes
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FAIRLAWN
(330) 668-6257
Toll Free: 1-866-522-3849 |
SHARON, PA
(724) 346-4175
Toll Free: 1-800-394-4175 |
- Bob Berry
- Trudi Miner
- Tom Parry
- Diane Spencer, CFP®
- Lou Telerico
|
- Sandy Archer
- David Deforest
- Steve Lewis
- George Ward
|
FRANKLIN, PA
(814) 432-3169
Toll Free: 1-800-344-0256 |
WARREN, PA
(814) 726-7067
Toll Free: 1-866-726-7067 |
- James Williams
- Bob Ondrasik
- Vicki O'Neil
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HOWLAND
(330) 393-1567
Toll Free: 1-800-989-9425 |
WESTLAKE
(440) 899-9450
Toll Free: 1-877-333-9450 |
- Chuck Vine, CFA®
- Ken Abell
- Bruce Averback
- Bill Hanlon
- Bob Lehner
- Mark Manning
- Bill Walsh
|
- William Gill
- Louis Korosec
- Katherine Carp
- Bob McFeeley
- Mark Vavruska
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