Top 30 Financial Services Companies in Morristown

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Below is the list of Top 30 Financial Services Companies in Morristown ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Morristown

1. Financial Executives International

Industry: Financial Services

Location: Morristown, New Jersey

Website: financialexecutives.org

Company Founded: 1931

Company Size: 11-50

Company Address: 1250 Headquarters Plaza, Morristown, New Jersey, United States

Financial Executives International Contact Details

Name Title LinkedIn Phone Email
Garry Lowenthal Member And Past President
Hubert Glover Trustee Member For Ferf
Macct John Minnich President Elect And Vice President Membership, Fort Wayne Chapter Board
David Henson Intern
Kimberly Phegley Social Committee Chairman
Mark Veerkamp Past President, Board Of Directors
Sara Dye Administrator
Requires/Intent and 14 more Employees
Cloud Computing Solutions
HR & Talent Acquisition
and more

2. Diamond Consultants

Industry: Financial Services

Location: Morristown, New Jersey

Website: diamond-consultants.com

Company Founded: 1998

Company Size: 11-50

Company Address: 36 Cattano Avenue, Morristown, New Jersey, United States

Diamond Consultants Contact Details

Name Title LinkedIn Phone Email
Larry Diamond Chief Executive Officer
Debbie Wallen Senior Consultant And Recruiter
Howard Diamond Managing Director, General Counsel
Wendy Leung Senior Consultant
Shelley Burt-muzio Director Of Office Operations
Laura Mcgreevy Marketing Project Manager
Jackie Mclean Administrative Assistant And Receptionist
Requires/Intent and 1 more Employees
Hedge Fund & Private Equity Consulting
Investment Advisory
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
and more

3. Private Advisor Group

Industry: Financial Services

Location: Morristown, New Jersey

Website: privateadvisorgroup.com

Company Founded: 2011

Company Size: 201-500

Company Address: 65 Madison Avenue, Morristown, New Jersey, United States

Private Advisor Group Contact Details

Name Title LinkedIn Phone Email
John Hyland Executive Officer
Denise Zanga Client Services Associate
Patrick Sullivan Executive Officer
Karen Hayes Relationship Manager - Recruiting
Justin Viotto Summer Intern
David Saran Licensed Insurance Agent
Klaudia Maslo Director Of Operations, Lpl Registered Principal
Requires/Intent and 6 more Employees
Compliance & Regulatory Advisory
Securities Trading & Brokerage
and more

4. Black River Wealth Management Ltd

Industry: Financial Services

Location: Morristown, New Jersey

Website: blackriverltd.com

Company Size: 11-50

Company Address: 15 Cattano Avenue, Morristown, New Jersey, United States

Black River Wealth Management Ltd Contact Details

Name Title LinkedIn Phone Email
Carmine Raimo Investment Executive At Black River Wealth Management
Carmine Raimo Investment Executive At Black River Wealth Management
Michael Glodek Financial Planner
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
and more

5. Regentatlantic

Industry: Financial Services

Location: Morristown, New Jersey

Website: regentatlantic.com

Company Founded: 1982

Company Size: 51-200

Company Address: 60 Columbia Road, Morristown, New Jersey, United States

Regentatlantic Contact Details

Name Title LinkedIn Phone Email
George Stapleton Chief Executive Officer And Managing Partner
Peter Sikorski Associate Wealth Advisor
R David Pettit Analyst
Cslp Bob Wolfe Associate Wealth Advisor
Alex Coriddi Wealth Advisor
Pamela Bergeron Sales And Marketing Assistant
Requires/Intent
Risk Management & Compliance
Branding & Public Relations
and more

6. Net Worth Management Group

Industry: Financial Services

Location: Morristown, New Jersey

Website: networthgroup.com

Company Size: 11-50

Company Address: 10 Madison Avenue, Morristown, New Jersey, United States

Net Worth Management Group Contact Details

Name Title LinkedIn Phone Email
Net Worth Douglas W Todd, Chief Executive Officer
Glen Mulligan Financial Consultant
Christopher Colvin Financial Consultant
Kevin Mahoney Financial Consultant
Lisa Konefal Operations Manager
Requires/Intent
Credit Rating & Analysis
API Integration For FinTech
Financial Forecasting & Modeling
and more

7. Synthesis Wealth Planning, Llc

Industry: Financial Services

Location: Morristown, New Jersey

Website: synthesiswealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 89 Headquarters Plaza, Morristown, New Jersey, United States

Synthesis Wealth Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Adpa Daniel C. Singer Partner
Alex Panas Partner And Wealth Advisor
Kim Luthy Director Of Wealth Planning
Requires/Intent
Automation & Workflow Optimization
Corporate Finance Strategy
Financial Auditing & Reporting
Mobile App Development For Financial Services
and more

8. 36th Street Capital Partners Llc

Industry: Financial Services

Location: Morristown, New Jersey

Website: 36thstreetcapital.com

Company Founded: 2015

Company Size: 1-10

Company Address: 15 Maple Avenue, Morristown, New Jersey, United States

36th Street Capital Partners Llc Contact Details

Name Title LinkedIn Phone Email
Mark Horan Chief Business Development Officer And Co-founder
Gladwin Garnette Chief Financial Officer
Requires/Intent
Document Management & E-signature Solutions
API Integration For FinTech
and more

9. Morristown Wealth Management, Llp

Industry: Financial Services

Location: Morristown, New Jersey

Website: mwmllp.net

Company Founded: 2009

Company Size: 11-50

Morristown Wealth Management, Llp Contact Details

Name Title LinkedIn Phone Email
Gian Paolella Financial Planner
Robert Duffy Managing Partner
Gina Sperone Director Of Marketing
Ryan Scalera Financial Advisor
Requires/Intent
Treasury & Cash Flow Management
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
and more

10. Trinity Financial Strategies

Industry: Financial Services

Location: Morristown, New Jersey

Website: trinityfinancialstrategies.com

Company Size: 1-10

Company Address: 65 Madison Avenue, Morristown, New Jersey, United States

Trinity Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Ryan Brunnock Client Service Associate
Requires/Intent
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Corporate Finance Strategy
and more

11. Cornerstone Financial Partners Llc

Industry: Financial Services

Location: Morristown, New Jersey

Website: cornerstonepartnersllc.com

Company Founded: 2016

Company Size: 11-50

Company Address: 161 Madison Avenue, Morristown, New Jersey, United States

Cornerstone Financial Partners Llc Contact Details

Name Title LinkedIn Phone Email
Emily Curran Financial Representative And Relationship Manager
Vince Conti Agency Development Manager And Financial Representative
Lisa Comune Financial Representative
Requires/Intent
HR & Talent Acquisition
Quality Control & Assurance
Risk Management & Compliance
Financial Planning & Retirement Solutions
and more

12. Whelan Scott Asset Management

Industry: Financial Services

Location: Morristown, New Jersey

Website: whelanscott.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1 Madison Avenue, Morristown, New Jersey, United States

Whelan Scott Asset Management Contact Details

Name Title LinkedIn Phone Email
Walter Scott Partner
Robin Berger Client Service Manager
Karen Kuryllo Financial Advisor
Lisa Del Guercio Client Management And Digital And Social Media Coordinator
Requires/Intent
Performance Tracking & KPI Analytics
Online Advertising & SEO
Customer Relationship Management (CRM)
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
and more

13. Station Partners

Industry: Financial Services

Location: Morristown, New Jersey

Website: stationpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 11 Hill Street, Morristown, New Jersey, United States

Station Partners Contact Details

Name Title LinkedIn Phone Email
Geraldo Rodriguez Associate
Requires/Intent
Financial Forecasting & Modeling
Online Advertising & SEO
Debt Collection & Recovery
and more

14. Montgomery Wealth Management

Industry: Financial Services

Location: Morristown, New Jersey

Website: montgomerywealth.com

Company Founded: 2019

Company Size: 1-10

Company Address: 360 Mt Kemble Avenue, Morristown, New Jersey, United States

Montgomery Wealth Management Contact Details

Name Title LinkedIn Phone Email
William Shinners Chief Executive Officer And Founder
Lisa Kain Director Of Engagement And Integration
Requires/Intent
Financial Planning & Retirement Solutions
HR & Talent Acquisition
Asset Management
Automation & Workflow Optimization
Employee Training & Workforce Development
and more

15. Securevest Financial Group

Industry: Financial Services

Location: Morristown, New Jersey

Website: securevest.com

Company Size: 51-200

Company Address: 163 Madison Avenue, Morristown, New Jersey, United States

Securevest Financial Group Contact Details

Name Title LinkedIn Phone Email
Paul Olson Executive Vice President Fixed Income Trading
Garrett Davis Vice President | Mortgage Bond Trading
Garrett Davis Vice President | Mortgage Bond Trading
Augie Cellitti Chief Executive Officer
Peter Rech General Counsel And Compliance
Kevin Mclaughlin Senior Vice President
Carla Zelaschi Office Manager
Requires/Intent and 4 more Employees
ESG & Sustainable Finance Consulting
API Integration For FinTech
and more

16. Law Office Of John M Tassillo

Industry: Financial Services

Location: Morristown, New Jersey

Company Size: 1-10

Company Address: 55 Madison Avenue, Morristown, New Jersey, United States

Law Office Of John M Tassillo Contact Details

Name Title LinkedIn Phone Email
John Tassillo Member
Requires/Intent
Technology Consulting
ERP For Financial Institutions
API Integration For FinTech
Accounting Services
Quality Control & Assurance
and more

17. Patterson Smith Associates, Llc

Industry: Financial Services

Location: Morristown, New Jersey

Website: psabenefits.com

Company Size: 1-10

Company Address: 3 Elm Street, Morristown, New Jersey, United States

Patterson Smith Associates, Llc Contact Details

Name Title LinkedIn Phone Email
John Higgins Managing Partner
Andrea Demberg Director Of Group Benefits
Requires/Intent
Cloud Computing Solutions
Accounting Services
Loan Origination & Servicing Platforms
and more

18. Welsh Chester Galiney Matone

Industry: Financial Services

Location: Morristown, New Jersey

Website: wcgm.com

Company Size: 11-50

Company Address: 161 Madison Avenue, Morristown, New Jersey, United States

Welsh Chester Galiney Matone Contact Details

Name Title LinkedIn Phone Email
John Galiney Principal, Mai
Jeannette Natale Chief Financial Officer
Peter Matone Principal
Susan Rusin Administrative
Diane Crowell Executive Secretary
Requires/Intent
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
Treasury & Cash Flow Management
Fraud Detection & Prevention
Wealth Management
and more

19. The Mde Group, Inc

Industry: Financial Services

Location: Morristown, New Jersey

Website: mdegroup.com

Company Founded: 1987

Company Size: 11-50

Company Address: 465 South Street, Morristown, New Jersey, United States

The Mde Group, Inc Contact Details

Name Title LinkedIn Phone Email
Victor Coello Director, Technology And Investment Operations
Dustin Minor Issue Coordinator
Andrew Eichen Social Media
Requires/Intent
Employee Training & Workforce Development
Marketing Services
Omnichannel Customer Support
ERP For Financial Institutions
and more

20. Skyline Mortgage

Industry: Financial Services

Location: Morristown, New Jersey

Website: skylinemtg.com

Company Size: 51-200

Company Address: 65 Madison Avenue, Morristown, New Jersey, United States

Skyline Mortgage Contact Details

Name Title LinkedIn Phone Email
Jessica Marti Purchase Coordinator And Secondary Department
Ryan Peacock Senior Loan Officer
Steve Fisher Home Loan Advisor
Marie Smith Operations
Shain Logeais Broker
Requires/Intent
Risk Assessment & Mitigation
Investment Advisory
Corporate Finance Strategy
Banking & Payment Processing
and more

21. Selective Benefits Group

Industry: Financial Services

Location: Morristown, New Jersey

Website: sbgroup.com

Company Founded: 1982

Company Size: 1-10

Company Address: 17 Wilrich Glen, Morristown, New Jersey, United States

Selective Benefits Group Contact Details

Name Title LinkedIn Phone Email
Andrew Bluestone Small Business Owner
Requires/Intent
Corporate Finance Strategy
Banking & Payment Processing
Financial Forecasting & Modeling
and more
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Morristown Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Garry Lowenthal Financial Executives International Member And Past President
2 Hubert Glover Financial Executives International Trustee Member For Ferf
3 Macct John Minnich Financial Executives International President Elect And Vice President Membership, Fort Wayne Chapter Board
4 David Henson Financial Executives International Intern
5 Kimberly Phegley Financial Executives International Social Committee Chairman
6 Mark Veerkamp Financial Executives International Past President, Board Of Directors
7 Sara Dye Financial Executives International Administrator
8 Larry Diamond Diamond Consultants Chief Executive Officer
9 Debbie Wallen Diamond Consultants Senior Consultant And Recruiter
10 Howard Diamond Diamond Consultants Managing Director, General Counsel
11 Wendy Leung Diamond Consultants Senior Consultant
12 Shelley Burt-muzio Diamond Consultants Director Of Office Operations
13 Laura Mcgreevy Diamond Consultants Marketing Project Manager
14 Jackie Mclean Diamond Consultants Administrative Assistant And Receptionist
15 John Hyland Private Advisor Group Executive Officer
16 Denise Zanga Private Advisor Group Client Services Associate
17 Patrick Sullivan Private Advisor Group Executive Officer
18 Karen Hayes Private Advisor Group Relationship Manager - Recruiting
19 Justin Viotto Private Advisor Group Summer Intern
20 David Saran Private Advisor Group Licensed Insurance Agent
21 Klaudia Maslo Private Advisor Group Director Of Operations, Lpl Registered Principal
22 Carmine Raimo Black River Wealth Management Ltd Investment Executive At Black River Wealth Management
23 Carmine Raimo Black River Wealth Management Ltd Investment Executive At Black River Wealth Management
24 Michael Glodek Black River Wealth Management Ltd Financial Planner
25 George Stapleton Regentatlantic Chief Executive Officer And Managing Partner
26 Peter Sikorski Regentatlantic Associate Wealth Advisor
27 R David Pettit Regentatlantic Analyst
28 Cslp Bob Wolfe Regentatlantic Associate Wealth Advisor
29 Alex Coriddi Regentatlantic Wealth Advisor
30 Pamela Bergeron Regentatlantic Sales And Marketing Assistant
31 Net Worth Net Worth Management Group Douglas W Todd, Chief Executive Officer
32 Glen Mulligan Net Worth Management Group Financial Consultant
33 Christopher Colvin Net Worth Management Group Financial Consultant
34 Kevin Mahoney Net Worth Management Group Financial Consultant
35 Lisa Konefal Net Worth Management Group Operations Manager
36 Adpa Daniel C. Singer Synthesis Wealth Planning, Llc Partner
37 Alex Panas Synthesis Wealth Planning, Llc Partner And Wealth Advisor
38 Kim Luthy Synthesis Wealth Planning, Llc Director Of Wealth Planning
39 Mark Horan 36th Street Capital Partners Llc Chief Business Development Officer And Co-founder
40 Gladwin Garnette 36th Street Capital Partners Llc Chief Financial Officer

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