Member Directory
An Important Notice Regarding Our Online Membership Directory:
Terms of Use: The Membership Directory of the Estate Planning Council of Westchester County, Inc. (EPCWC) is provided as a service for use by its Members. Third-party use by non-Members is strictly prohibited. Members may use the Directory for the sole purpose of contacting, discussing and networking with other Members. The Membership List may not be used by any non-EPCWC Member, and may not be rented, sold, licensed or otherwise transmitted to any third-party for any purpose. Members are strictly prohibited from using the Membership List as a method of marketing commercial products or services to other Members. The distribution of unsolicited commercial e-mail (SPAM) to any Member(s) is strictly prohibited. In using the EPCWC site or Membership Directory, you are accepting the Terms of Use specified above.
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- Alphabetic Listing
- Discipline Group
| Member Name | Company | Phone |
|---|---|---|
| Financial Planning Professional Group | ||
Financial Planning Professional GroupSenior Trust Administrator | TIAA-CREF | 212-916-4490 |
Financial Planning Professional GroupSr Relationship Advisor Manager | Northern Trust | 2038631428 |
CTFA, AEP, MBAFinancial Planning Professional GroupSenior Trust Officer | Tompkins Bank & Trust | 845-654-0211 |
CFAFinancial Planning Professional GroupSenior Portfolio Advisor | 203-863-1412 | |
Financial Planning Professional GroupVice President Special Needs Trust | RBC Trust Company (Delaware) Limited | (212) 277-1355 |
CFP, RICP, ChFC, CLU, WMCPFinancial Planning Professional GroupFinancial Planner | (914) 272-3893 | |
CFP, CFAFinancial Planning Professional GroupSenior Financial Advisor | 914 240 6819 | |
Financial Planning Professional Group | Lexington Avenue Capital | 8457085306 |
CTFAFinancial Planning Professional GroupSenior Vice President | Bank of America Private Bank | 203-930-7173 |
CFP®Financial Planning Professional GroupFinancial Advisor | 2036093666 | |
