Experience

Makes all the difference

William R. Booker

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
  • WV

Education

  • California University of Pennsylvania , B.A. Political Science
  • University of Pittsburgh, M.B.A.
500 Campus Drive
Florham Park, NJ 07932

Email Me

Tazha Perez

Client Associate

Registered States:
  • NJ

Education

  • Kean University, B.S. Management Science
500 Campus Drive
Florham Park, NJ 07932

Email Me

Karen Joyner

Wealth Management Associate

Registered States:
  • DE
  • FL
  • IL
  • NC
  • NJ
  • NY
  • PA

Education

  • University of Massachusetts, B.B.A. Marketing
  • Rutgers University, M.B.A.
500 Campus Drive
Florham Park, NJ 07932

Email Me

William R. Booker

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • KY
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
  • WV

Education

  • California University of Pennsylvania , B.A. Political Science
  • University of Pittsburgh, M.B.A.
500 Campus Drive
Florham Park, NJ 07932

Email Me

Tazha Perez

Client Associate

Registered States:
  • NJ

Education

  • Kean University, B.S. Management Science
500 Campus Drive
Florham Park, NJ 07932

Email Me

Karen Joyner

Wealth Management Associate

Registered States:
  • DE
  • FL
  • IL
  • NC
  • NJ
  • NY
  • PA

Education

  • University of Massachusetts, B.B.A. Marketing
  • Rutgers University, M.B.A.
500 Campus Drive
Florham Park, NJ 07932

Email Me