Benedetti, Gucer & Associates
Benedetti, Gucer & Associates
Benedetti, Gucer & Associates
Benedetti, Gucer & Associates
Services
Personal Wealth
Wealth Management
Investment Management
Retirement Planning
Strategic Tax Planning
Financial Planning
Legacy and Estate Planning Services
Insurance & Risk Management
Charitable Giving
Business Services
Retirement Plan Services
Business Succession Planning
Business Tax Services
Charities & Foundations
About
Values
Our Team
Chevron Employees
Affiliates
FAQ
Resources
Blog
Podcasts
Media
Careers
Contact Us
Client Login
Contact Us
Services
Personal Wealth
Wealth Management
Investment Management
Retirement Planning
Strategic Tax Planning
Financial Planning
Legacy and Estate Planning Services
Insurance & Risk Management
Charitable Giving
Business Services
Retirement Plan Services
Business Succession Planning
Business Tax Services
Charities & Foundations
About
Values
Our Team
Chevron Employees
Affiliates
FAQ
Resources
Blog
Podcasts
Media
Careers
Contact Us
Client Login
OUR Team
Built on Hard Work
All
Leadership
Advisors
Affiliates
Select Category
All
Advisors
Affiliates
Leadership
Amy Betts
Chief Compliance Officer
Bob Gucer
Wealth Advisor/ Managing Principal
Jaime Benedetti
Wealth Advisor/ Managing Principal
Jeffrey Cone
Chief Investment Officer
Jennifer Clouse
Chief Operating Officer
Adam Howard
Wealth Advisor
Christopher Cristallo
Qualified Retirement Plan Advisor
David Bernard
Wealth Advisor
Garrett Leroux
Wealth Advisor
John Jarvise
Wealth Advisor
Cyndi Bernard
Director of Trading and Rep Relations
Dayna G. Adams
Director of Client Services
Greg Urovsky
Investment Specialist
Heather Gardner
Wealth Advisor
Kharissa Gabaree
Client Services Specialist
Liz Simon
Director of Client Services
Robin Accardo
Director of First Impressions
Theresa Kovach
Director of First Impressions & Marketing Coordinator
Let’s start the conversation
Wealth Management rooted in your values.
schedule a meeting
Subscribe to our newsletter
Stay Informed with Expert Insights
Email
up
