| Name | Title | Contact Details |
|---|---|---|
Heather Young-Haley |
Assistant Vice President and Senior Paralegal | Profile |
Andrea Chletsos |
Vice President and Legal Operations Manager | Profile |
Timothy Matteson |
EVP, Chief Administrative Officer, General Counsel and Corporate Secretary | Profile |
Brendan Eccleston |
General Counsel | Profile |
Brendan Eccleston |
Senior Vice President and Deputy General Counsel | Profile |
Felton Bank is a Felton, DE-based company in the Financial Services sector.
Premier Payment Systems is a Oak Brook, IL-based company in the Financial Services sector.
Carlile Bancshares is a Fort Worth, TX-based company in the Financial Services sector.
We strive to be first in what matters to our customers. Helping you pay less, earn more, protect smarter and borrow wisely. As a wholly owned subsidiary, with billions in assets and deposits, thousands of employees and hundreds of branches across four states, we’ve built a trusted name by helping our customers, our employees and our communities. With specialized expertise across many facets of today’s financial world, we can help you thrive personally and professionally.
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our clients needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.