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Marcus C. Fagersten

Executive Director
Branch Manager
Wealth Advisor
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415-954-5985

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Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Ranjeev Kumar Hira

Financial Advisor
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415-954-5906

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Registered States:
AZ, CA, CO, CT, DC, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI


Robert Vallecorse, CFP®

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Corporate Stock Benefit Consultant
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415-954-6746

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Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA


Christopher D. Scroggins

Senior Vice President - Wealth Management
Wealth Advisor
415-954-6854

email




Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI


Alexander Joseph Taft

Senior Vice President - Wealth Management
Senior Portfolio Manager
Visit my personal page
415-954-6700

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Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, TN, TX, UT, VA, WA


Emily S. Chan, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Senior Portfolio Manager
Corporate Stock Benefit Consultant
415-954-6836

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Steve Davis

Senior Vice President - Wealth Management
Corporate Stock Benefit Consultant
Visit my personal page
415-954-6759

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Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY


Olga Vaillant

Senior Client Service Associate
415-954-5982

email




Registered States:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY


Leslie Jo Martinez

Senior Client Service Associate
415-954-6780

email




Victoria K. Chu

Senior Client Service Associate
415-954-6848

email




Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, PR, SD, TN, TX, UT, VA, WA, WI