At Heritage Family Wealth Management, our clients always come first. Our goal is to determine how we can help you protect and preserve what matters most to you and your family. Our team of hardworking professionals and experienced advisors will not only assist you in making solid financial decisions, but we will also offer direct, quality advice as if we were talking to a member of our family. We are comfortable collaborating with our clients’ accountants and attorneys, as needed, to provide holistic advice.
As dedicated as we are to our clients, we are equally dedicated to the community that our team members and many of our clients call home. From coaching youth sports, to serving as mentors in local programs, to holding financial literacy workshops for high school and college students, we prioritize spending time with the future leaders of our community.
Eli has 23 years of financial services experience. His focus is on developing strategies and solutions for high-net-worth individuals, their families, and their businesses based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals, and the cost associated with a recommendation. Relationships include Business Owners, Professionals and Executives. Eli takes a consultative and objective approach with a strong commitment to the highest standards of trust and service. Eli prides himself on his ability to listen and learn about a client’s needs to help them explore a wide range of possible strategies.
Eli holds the Certified Investment Management Analyst® designation (CIMA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with The Wharton School of Business from the Wharton School at the University of Pennsylvania. He is also a former business owner and executive within the transportation industry.
Committed to giving back to his community, he is a Rutgers Certified Youth Coach and a past Mentor for the Big Brothers Big Sisters of New York’s Mentoring program. He and his wife Leslie live in River Vale, New Jersey, with their 4 children.
Jonathan has twelve years of financial services experience. Prior to joining Heritage Family Wealth Management, he worked for Merrill Lynch, LPL Financial, TD Bank and Valley National Bank.
Jonathan holds the Series 66 and Series 7 FINRA registrations, as well as a New Jersey Life and Health Insurance license.
Jonathan earned a bachelor’s degree from William Patterson University of New Jersey. There he double majored in Financial Planning and Business Management.
The newest member of the Heritage Family Wealth Management Team, Jamie is responsible for communicating and coordinating with each of our clients.
While pursuing her degree, Jamie also worked as a Seasonal Client Associate at Merrill Lynch. In this role, she assisted the Resident Branch Manager and Managing Director of a large wealth management group.
Jamie graduated from the University of Delaware with a degree in elementary education. She was an active member Phi Sigma Sigma, The National Society of Leadership and Success, and Kappa Delta Pi International Honor Society in Education.
Do you have questions for Heritage Family Wealth Management and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 6:30 p.m. ET, or email us at any time. We are here to serve you.
Phone:
Office: 201.505.1818
Fax: 201.505.1821
