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Our Talent

Connie Ciarico

November 12, 2014William J. Prentice II, AWMA®, CFP®, CIMA®Our Talent

Marketing & Communications Specialist Connie designs many of our marketing materials, oversees client communications and organizes and publicizes client events. …

Rebecca Hilchey

November 5, 2014William J. Prentice II, AWMA®, CFP®, CIMA®Our Talent

Director of Operations Rebecca supervises all aspects of daily operations, bookkeeping and manages client service at PWM. Prior to joining …

William J. Prentice II, AWMA®, CFP®, CIMA®

November 4, 2014William J. Prentice II, AWMA®, CFP®, CIMA®Our Talent

MANAGING PARTNER ACCREDITED WEALTH MANAGEMENT ADVISOR℠ CERTIFIED FINANCIAL PLANNER™ CERTIFIED INVESTMENT MANAGEMENT ANALYST® As founder and Managing Partner, William J. …

Securities offered through Cadaret, Grant & Co. Inc. member FINRA/SIPC.  Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

© 2020 Prentice Wealth Management, LLC

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

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