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Ilana Schonwetter

CIM®, PFP®, CPCA, FCSI®

Senior Portfolio Manager & Senior Wealth Advisor

With 30 years of experience, Ilana has successfully built robust financial futures for her clients, that go beyond mere numbers. She integrates her clients’ unique needs, values, and long-term aspirations into a powerful, actionable strategy. Ilana is committed to ensuring her client’s ultimate financial goals are met.