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One Independent Drive, Suite 2400

Jacksonville, FL 32202

Phone: Toll Free (800) 342-0689

thomas.forbes @wfadvisors.com

daniel.gilham @wfadvisors.com

alex.intriago @wfadvisors.com

barbara.schroeder @wfadvisors.com

peyton.rossignol @wfadvisors.com

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OUR TEAM MEMBERS

Thomas A. Forbes, II
Managing Director - Investment Officer
Fundamental Choice Portfolio Manager

Daniel R. Gilham, CRPC®
Vice President - Investment Officer
PIM Portfolio Manager

Alexander B. Intriago
Financial Advisor

Barbara E. Schroeder
Assistant Vice President
Senior Registered Client Associate

Peyton A. Rossignol
Client Associate

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Contact Us

One Independent Drive, Suite 2400

Jacksonville, FL 32202

Phone: Toll Free (800) 342-0689

thomas.forbes @wfadvisors.com

daniel.gilham @wfadvisors.com

alex.intriago @wfadvisors.com

barbara.schroeder @wfadvisors.com

peyton.rossignol @wfadvisors.com

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