Our advisors develop deep relationships with clients. We take a holistic approach to solving their problems and this is why many clients have grown up with our firm. They see us as a trusted advisor who provides a sounding board, creative engine and path-clearer to their goals.
Search our listing of financial advisors and PWA Securities, LLC registered representatives here.
Chairman of the Board and Financial Advisor
Director and Chief Investment Officer; Financial Advisor
Director and Financial Advisor
Director and Financial Advisor
Director and Financial Advisor
PWA Regional Director and Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Planner
Investment Executive
Director and Chief Investment Officer; Financial Advisor
PWA Chief Investment Strategist and Financial Advisor
PWA Senior Portfolio Manager and Financial Advisor
PWA Senior Business Manager and Investment Staff Manager
Senior Investment Associate
Investment Analyst
Client Service Associate
Chief Compliance Officer and Chief Operations Officer
PWA Compliance and Operations Manager
Compliance Officer
Accounting Manager
Marketing Manager
Marketing Coordinator
Senior Operations Associate
Senior Client Service Associate
Accounting Associate
Operations Associate
Chief Executive Officer and President
Chairman of the Board and Financial Advisor
Director and Chief Investment Officer; Financial Advisor
Director and Financial Advisor
Director and Financial Advisor
Director and Financial Advisor
Chief Compliance Officer and Chief Operations Officer
Head of Insurance Services and Senior Business Manager