Licensed faciliators of the MMCI Wealth and Life Planning System
- Home Office:
Money, Meaning, & Choices Institute, offices in San Francisco Bay Area, call 415-267-6107.
- Citigroup Trust Bank, Citigroup Center,
New York, NY
Licensees with Citigroup Trust:
| Lisa Rainforth |
212-559-3501 |
| Marjorie Nesbitt |
212-559-3759 |
| Lee Gagliardo |
212-559-3473 |
| Jacqui Jenkins |
561-653-3116 |
| Timothy Powers |
212-559-3673 |
| Stephen Korbel |
212-559-3503 |
| Michael Festa |
212-559-3475 |
| Michael Carolan |
212-559-3291 |
| Betty Ott |
212-559-3502 |
| Peter Randazzo |
605-731-2777 |
| Barry Babbitt |
248-848-8075 |
| Laurie Sando |
972-450-1601 |
- Cypress Wealth Advisors, LLC
Barbara H. Young, Principal
Two Embarcadero Center, Suite 2330
San Francisco, CA 94111
(415) 489-2090
byoung@cypresswealth.com
- Stephanie Evans, Ph.D.
309 Third Street
Sausalito, CA 94965
415-331-3388
- Falconer Asset Management
Erik Falconer
Leslie Falconer
809 E. Grand River Avenue
Howell, Michigan 48843
(517) 552-1291
email: erik@falconergroup.com
email: leslie@falconergroup.com
- The Galileo Group:
Joanne Grant
405 South Fairview Avenue
Park Ridge, Illinois
(847) 692-4664
email: jgrant@galileogroup.org
Patricia E. Wallies
405 South Fairview Avenue
Park Ridge, Illinois
(847) 692-4664
email: pwallies@galileogroup.org
- Highmount Capital
12 East 49th Street
New York, NY 10017
Tel: (646) 274-7470
Fax: (212) 759-1619
Darcy G. Bhatia, CFA, CFP, Partner
darcy@hmcap.com
Maarten van Hengel, Partner
mvanhengel@hmcap.com
Brian Walsh, Partner
bwalsh@hmcap.com
- Merrill Lynch Private Bank
Stacy L. Allred
Director Private Banking & Investment Group
601 108th Avenue NE, Suite 2100
Bellevue, WA 98004
(425) 468-1204 (office)
(425) 681-5593 (cell)
(425) 223-4275 (fax)
stacy_allred@ml.com
Jeff Brooks
Director Private Planning Services
2049 Century Park East, Ste. 1100
Century City, California 90067
(310) 407-4801 (office)
(310) 284-2878 (fax)
(314) 503-6301 (cell)
jeff_brooks@ml.com
Tamara Costa
Merrill Lynch Private Banking & Investment Group
2 World Financial Center
225 Liberty Street
New York, New York 10281
(212) 236-1102
tamara_costa@ml.com
Daniel Dunn, CFM
Private Wealth Management
2 World Financial Center
NY, NY 10281
(212) 236-0591
(800) 308-1899
(212) 236-5104 (fax)
Allyssa Moeder
Jordan H. Waxman, First Vice President
Private Wealth Advisor
Merrill Lynch Private Banking and Investment Group
2 World Financial Center, South Tower, 35th Floor
New York, NY 10281
(212) 236-1608
jordan_waxman@ml.com
- Navitas
120 Montgomery Street, Suite 1235
San Francisco, CA 94104
Toll free: (866) 999-0910
Tel: (415) 765-1778
Fax: (415) 834-1641
Paul E. White, Ph.D. – Director and Family Coach
drpaulwhite@isp.com
- Verdiswealth
Jennifer Garrison
200 Four Falls Corporate Center, Suite 201
West Conshohocken, PA 19428
Louisa Wright Sellers
Managing Director, Client Advisory Services
Phone (610) 260-6849
lsellers@verdiswealth.com
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