Silver Sponsors

FPA of Northeast Ohio would like to thank our 2011 Silver Sponsors for supporting our chapter and advancing the financial planning profession.

 

American Endowment Foundation

Laura Malone

1521 Georgetown Rd., Suite 104 Hudson, OH  44236 330.655-7552, ext. 108 lmalonge@aef.org

 

American Funds 

Jason Weybrecht
Joe Scarpitti

3333 South Hope Street 
Los Angeles, CA 90071 
Phone: (888) 421-5059 
Fax: (317) 735-6628

 

Camelot Portfolios

Laura Noble

Fidelity

Scott Smith

KBS Capital Markets Group


 

Lord Abbett

Jonathan Weitz

350 North Main St., Apt. 608

Royal Oak, MI  48067

614.208-9552

jweitz@lordabbett.com


 

Morningstar


 

Ohio Tuition Trust

Mexie Wilson
580 South High St., Suite 208 
Columbus, OH 43215
Phone: (614) 752-9350
Fax: (614) 466-4486

Judy Cunningham 
580 South High St., Suite 208 
Columbus, OH 43215 
Phone: (330) 864-1086 
Fax: (330) 864-1094

 

Oswald Companies

Rochelle Sevchek 
1360 East Ninth St., Suite 600 
Cleveland, OH 44114 
Phone: (216) 367-3288 
Fax: (216) 367-3289 

 

 

Prudential Annuities

Duncan McGuffie
Kevin Carolan
3066 Middlebelt Road 
West Bloomfield, MI 48323 
Phone: (800) 628-6039 Ext. 53727  

 

TD Ameritrade

 

The Hartford

Luke Bobey

luke.bobey@thehartford.com

 

Weitz Funds

Leah Thrasher
Jo Ann Quinif
1125 South 103rd St., Suite 200
Omaha, NE 68124
402.384-5335
lthrasher@weitzfunds.com

 

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