BRANCH PROFILE
The Red Bank Branch office, conveniently located on Broad Street in the heart of growing Red Bank, New Jersey, is the Complex's Flagship office. In addition to Red Bank, the Complex has offices in Freehold, Manasquan, and Toms River.
The Red Bank Complex is home to a group of extraordinary Financial Advisors with in depth experience and knowledge in multiple facets of the business. We are a group of critical thinkers who are dedicated to serving our clients.
Our complex has approximately 100 Financial Advisors and over 40 Client Associates and Support Staff who are dedicated, committed and focused on delivering a service oriented total wealth management experience.
Through our Financial Advisors, we are confident that we can assist you in reaching your long-term financial and investment goals. The office specializes in, but is not limited to: Financial and Investment Strategies, Estate Planning services, Consumer Banking Solutions (Cash Management, Card Payments, Credit and Lending, Credit Cards), Business Financial Services including business banking, Mutual Funds, Alternative Investments (where qualified), Insurance and Annuities, and Retirement concerns and needs.
To provide support to our Clients, the Red Bank Complex local management team includes our Director, Sales Manager, Administrative Manager and Client Relationship Manager.
Frank Beyer
Complex Director
Thomas Rasmussen
Vice President
Regional Business Manager
Donald Chamberlain
Vice President
Complex Sales Manager
James Kelly
Vice President
Complex Administrative Manager
Courtney Kritch
Vice President
Complex Client Relationship Manager
Our complex and local branch is also supported by an extended team of highly qualified specialists in the areas of:
Wealth Management
Consumer Banking Services
Insurance
Trust and Estates
Retirement and 401(k)s
Alternative Investments
Business Financial Services
Structured Investments
Institutional Retirement
Blackrock Investments
Our Complex is not only committed to our clients, we are also very involved and active in our Community and its Charitable Organizations.
Complex Awards & Honors
2006 National Resident Director of the Year - Fred Cordisco, Toms River Office
Give us a call or stop by, you'll find ample client parking in our garage beneath the Red Bank office.