11 East Mount Vernon Ave,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After 100+ combined years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Senior Financial Advisor
I am a financial advisor with a mission to positively impact as many people as possible. I am passionate about helping people reach their goals and live out their dreams. I get excited when I see how the advice I have given over the...
With over a decade of experience in the financial services industry, I've dedicated my career to helping individuals achieve their financial aspirations. Having worked at leading financial institutions, I've honed my expertise in...
James B. Johnston IIIManaging Director 856-424-2350 x224 firstname.lastname@example.org
David R. HessChief Compliance Officer/Managing Director of WMA
856-424-2350 x223 856-424-7608 email@example.com
James Johnston and/or David Hess are Managing Directors of WMA and are Principals of the firm. They act only as firm Principals and in a Supervisory capacity and will not be acting as Investment Advisor Representatives to the clients of Crescenzo Galli.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.