Broker Check

E X E C U T I V E    T E A M 

Abel Joseph  MBA

Abel Joseph MBA

Financial Advisor

Annie Li

Annie Li

Assistant Operations Manager

Bonnie Wang

Bonnie Wang

Financial Advisor

Charlotte Yan  MBA

Charlotte Yan MBA

Managing Associate Financial Professional

Derek Chan

Derek Chan

President, Greater Hudson Financial

Frank Johnson

Frank Johnson

Brokerage Director

Helen Huang

Helen Huang

Financial Professional

Karen Guo

Karen Guo

Director of Business Development

Marolyn Liang

Marolyn Liang

Financial Advisor

Peggy Zhong

Peggy Zhong

Financial Professional

Thomas M. Avitabile

Thomas M. Avitabile

Wealth Management Advisor

Tony S. Wong CFP®, CFS®, CDFA®

Tony S. Wong CFP®, CFS®, CDFA®

Director of Wealth Management PlanWise Advisors

William Yeung

William Yeung

Financial Advisor