Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Your Hands‑on Partners

Our team is committed to understanding and serving your unique needs. Whether it’s wealth management, financial planning, or investment strategies, we provide you with comprehensive, tailored solutions that lead to new dimensions of financial growth.

Meet Our Expert Team

The CW Advisors team embodies a wealth of experience and specialized knowledge across financial practices. Our experts collaborate to offer you consistent, informed guidance designed to enhance and protect your wealth. Get to know our dedicated team.

Scott Dell’Orfano Picture

Scott Dell’Orfano

Chief Executive Officer

Ken Zannoni, CFP<sup>®</sup> Picture

Ken Zannoni, CFP^®

President,
Chief Wealth Officer

Rich Villiotte Picture

President,
Chief Operating Officer

Jennifer DeSisto, CFA, CAIA<sup>®</sup> Picture

Jennifer DeSisto, CFA, CAIA^®

Chief Investment Officer

Erin Wendell, CPA Picture

Erin Wendell, CPA

Chief Financial Officer

Michael Galvin, CFP<sup>®</sup> Picture

Michael Galvin, CFP^®

Executive Managing Director

Candace Cavalier, Esq. Picture

Candace Cavalier, Esq.

Chief Compliance Officer,
General Counsel

Tamara Gardner, SPHR<sup>®</sup> Picture

Tamara Gardner, SPHR^®

Chief People & Culture Officer

Nedim Celik, CISSP, PMP<sup>®</sup> Picture

Nedim Celik, CISSP, PMP^®

Chief Technology Officer

Robert Driscoll, MBA Picture

Robert Driscoll, MBA

National Sales Manager

Michael Joyce, CFA, CFP<sup>®</sup> Picture

Michael Joyce, CFA, CFP^®

Executive Managing Director,
Mid-Atlantic Leader

Kristin Tucker, CFP<sup>®</sup> Picture

Kristin Tucker, CFP^®

Vice President,
Integration & Client Experience

Nelly Xavier Picture

Managing Director