Bio
Experience
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Reardon & Associates, LLC
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Wayne, Pennsylvania, United States
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Attorney
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Apr 2021 - Present
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Wayne, Pennsylvania, United States
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White and Williams LLP
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1650 Market Street | One Liberty Place, Suite 1...
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White and Williams, LLP - Associate
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Aug 2020 - Apr 2021
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1650 Market Street | One Liberty Place, Suite 1...
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Brett Senior & Associates, P.C.
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Wayne, PA 19087
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Attorney
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Aug 2009 - Apr 2021
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Wayne, PA 19087
Sophisticated estate and tax planning on a per diem basis currently for ultra high net worth clients
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Wilmington Trust Company
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Wilmington, Delaware
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Vice President/Senior Wealth Fiduciary Advisor
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Sep 2017 - Jun 2020
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Wilmington, Delaware
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Wealth Planner & Vice President
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Mar 2015 - Sep 2017
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Senior Vice President
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Aug 2009 - Dec 2014
Estate and trust administration. Business promotion for high net worth clients.
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Attorney
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Nov 2005 - Aug 2009
Sophisticated estate and tax planning for ultra high net worth clients.
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Valley Forge Financial Group
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King of Prussia, PA
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In House Counsel
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Sep 1996 - Nov 2005
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King of Prussia, PA
Estate, tax and business planning for high net worth clients - primarily business owners.
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Paralegal
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1984 - 1988
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Education
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1994 - 1997Villanova University School of Law
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1988 - 1991Widener University School of Law
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Duke University
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Industry Focus. “Financial Services”
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References
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