| Name | Title | Contact Details |
|---|---|---|
Robert Lavigne |
Chief Compliance Officer | Profile |
Barrett Lopez |
Associate General Counsel at HighTower | Profile |
Claire Gorman |
Chief Compliance Officer | Profile |
Scot Kees |
General Counsel | Profile |
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At Ivy Financial Group we believe in providing our clients with a comprehensive financial planning approach that looks at a family`s goals and objectives. We feel it is not only important to manage assets but also to manage debt, manage risk, and manage dreams. Ivy Financial Group is a complete financial services provider helping individuals, families, and businesses with investments, insurance, and financial planning.Ivy Financial Group: Financial Planning, Investing, Insurance, and Group Benefits.
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