Financial Advisors
A listing of several options for personal financial advice for our members
DISCLAIMER: CWA Local 9421, CWA District 9 and CWA International (collectively, CWA) have no business or financial connection in whole or in part to any of the below-listed individuals or independent financial advisory firms.
CWA does not recommend, sponsor or support, or advise our members to do business with or attend a presentation by any individual or any of the below-listed independent financial advisory firms. Furthermore, CWA does not provide any of our members' contact information to any individual or any of the below-listed independent financial advisory firms.
The financial decisions of our members is solely a personal choice; CWA members assume full responsibility for their financial decisions. CWA cannot and will not provide financial advice to anyone. If you choose to do business with any individual or any of the below-listed financial advisory firms, you are doing so of your own free will and without the consent or approval of CWA.
Listed below (in alphabetical order) are some of the financial advisors familiar with CWA members who work at AT&T, as well as other retirement plans. It is recommended that you meet with two or three financial advisors before you make any decision; however, the choice is solely yours.
Coghlan Financial Group, Inc.
www.cfgretire.com
800-884-5121
916-932-4101 x 9
Rob Santoriello, rob.santoriello@securitiesamerica.com
Edward Jones
www.edwardjones.com
916-983-5300
Tim Rogers, tim.rogers@edwardjones.com
Genovese Burford & Brothers
www.gbbwealth.com
916-924-7527
Kelly Brothers, kelly@gbbwealth.com
Global Private Client (Merrill Lynch)
www.totalmerrill.com
916-984-3216
Jay Mooreland, jay_mooreland@ml.com
Hanson McClain
www.hansonmcclain.com
800-482-2196
Morgan Stanley
www.morganstanley.com
916-797-7767
Russell Abbott
Patelco
www.patelco.org
800-358-8228 ext. 3850
Pinnacle Asset Management
www.pinnacle-mgmt.com
888-207-8118
916-772-0807
Kenyon L. Lederer, klederer@pinnacle-mgmt.com
Primerica
www.primerica.com
951-640-7376
Zeiry (Sadie) and Juan Barillas
Retirement Strategies Team
800-526-3181
Donald B. Murphy, don_murphy@rsteam.com
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