RegentAtlantic Company

Description

Address: 1200 Mt Kemble Ave, Morristown, NJ 07960 Hours: Open ⋅ Closes 5PM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 425-8420 Appointments: regentatlantic.comCategory: : : : : Website: Place name: : : Website: http://www.regentatlantic.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RegentAtlantic Posting publicly on the Web Write a review Reviews 1 Google review From RegentAtlantic Unable to add this file. Please check that it is a valid photo. "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with...More "RegentAtlantic is a wealth management firm that integrates financial planning and investment management with your individual goals. A Registered Investment Advisor (RIA) since 1982, RegentAtlantic has offices in New Jersey and New York. We work with individuals, families, businesses and nonprofit organizations."

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RegentAtlantic Employees

Employee
Years
Job
Industry
Hailey Thorn Hailey Thorn Lubbock, Texas Details
Hailey Thorn's RegentAtlantic Experience June 2015 - August 2015
Job Personal Financial Planning Masters Student at Texas Tech University
Industry Financial Services
Experience
RegentAtlantic   June 2015 - August 2015
Padilla, Singh and Associates Wealth Management, Inc.   January 2014 - May 2014
AXA Advisors  October 2012 - August 2013
Thorn Financial Group   January 2010 - August 2010

Skills
Microsoft Office, Word, PowerPoint, Excel, Microsoft Excel, Social Networking, Microsoft Word

Education
Texas Tech University   2014 — 2015
Master's Degree, Personal Financial Planning, 4.0

University of Southern California - Marshall School of Business   2010 — 2014
Bachelor's Degree, Business Administration, 3.56

Melissa Gerckens Melissa Gerckens Morristown, New Jersey Details
Melissa Gerckens's RegentAtlantic Experience January 2015 - Present
Job Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic   January 2015 - Present
AXA Advisors  September 2012 - April 2014
Residense of Mr. and Mrs. Jacob   May 2010 - September 2012
XL Sports   June 2011 - September 2011
Participant in Sigmund Weis School of Business London Program   September 2009 - December 2009
Merrill Lynch  May 2009 - August 2009

Skills
Series 7 license, Series 66 license, Life & Health Insurance...

Education
Susquehanna University   2007 — 2011

College for Financial Planning
Finance, General

Michael J Cerone Michael J Cerone Greater New York City Area Details
Michael J Cerone's RegentAtlantic Experience September 2013 - March 2014
Job Account Manager at Unity Building Services, Inc.
Industry Financial Services
Experience
Unity Building Services, Inc.   August 2014 - Present
RegentAtlantic   September 2013 - March 2014
Charles Schwab  June 2013 - August 2013
Montville Inn   June 2008 - November 2012
Restaurant L   September 2006 - March 2008

Skills
Finance, Leadership, Financial Advisory, Bloomberg, Corporate Finance, Derivatives

Education
William Paterson University of New Jersey   2013 — 2014
Bachelors, Financial Planning

County College of Morris   2011 — 2012
Associates, Business Administration

Emily Brooks Emily Brooks Dallas, Texas Details
Emily Brooks's RegentAtlantic Experience June 2014 - August 2014
Job Associate Wealth Manager at HFS Wealth Management
Industry Financial Services
Experience
HFS Wealth Management   January 2015 - Present
Texas Tech University  January 2014 - December 2014
RegentAtlantic   June 2014 - August 2014
Triple J Chophouse and Brewery   August 2011 - December 2013
Snow Garrett Wealth Management   May 2013 - August 2013
Kennedy Financial Services   May 2011 - August 2011
Gilbert's Bar and Grill   August 2010 - March 2011
Greystone Castle   June 2009 - August 2010

Skills
Microsoft Excel, PowerPoint, Strategic Financial..., Microsoft Office, Customer Service, Microsoft Word, Time Management, Investments, Personal Finance, Financial Analysis, Teamwork, Data Analysis, Finance

Education
Texas Tech University   2010 — 2014
Bachelor of Science (BS), Masters of Science (MS), Personal Financial Planning

Laurie S. Lutz Laurie S. Lutz Morristown, New Jersey Details
Laurie S. Lutz's RegentAtlantic Experience August 2014 - Present
Job Executive Assistant at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic   August 2014 - Present
Edward C Lutz, LLC   October 2006 - August 2014
Citibank  October 1985 - December 1997

Skills
Outlook

Education
Rollins College   1981 — 1985
Bachelor of Arts (B.A.), Spanish/International Relations

Wole Adegbonmire Wole Adegbonmire Tampa, Florida Details
Wole Adegbonmire's RegentAtlantic Experience June 2006 - December 2006
Job AVP, Client Manager, Bank of America
Industry Banking
Experience
Bank of America  2014 - Present
The Redeemed Christian Church of God   January 2004 - Present
AT&T  May 2013 - August 2013
New York Life Insurance Company  September 2008 - July 2012
MetLife  January 2007 - April 2008
RegentAtlantic   June 2006 - December 2006

Skills
Leadership, Strategy, Financial Analysis, Management, Choir Management, Fixed Income, Investments, Accounting, Public Speaking, Financial Modeling, Capital Markets, Economics, Banking, Corporate Finance, Valuation, Youth Mentoring, Project Planning, Business Strategy

Education
Cornell University - S.C. Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Managerial Finance

New Jersey Institute of Technology   2010 — 2012
Master of Science (MS), Management

Ministry International Institute   2007 — 2008
Diploma, Theology

Penn State University   2001 — 2006
Bachelor of Arts (BA), Economics

Irvington High School   1997 — 2001

Victoria Bills Victoria Bills Babson Park, Massachusetts Details
Victoria Bills's RegentAtlantic Experience June 2013 - August 2013
Job Economics Student at Babson College
Industry Financial Services
Experience
Loop Capital Markets  June 2015 - August 2015
Babson College  August 2014 - November 2014
Ariel Investments  June 2014 - August 2014
Babson Undergraduate Center for Career Development   September 2013 - May 2014
RegentAtlantic   June 2013 - August 2013
Babson College  September 2012 - April 2013
Ariel Investments  May 2012 - May 2012

Skills
Sales Presentations, Business Analysis, Marketing Communications, Sustainability, Team Leadership, Comparative Market..., Executive Writing, Quantitative Research, Investments, Press Releases, Microsoft Office, Microsoft CRM, Grand Strategy, Op-eds, Stock Picking, Diversity & Inclusion, Volunteering

Education
Babson College   2012 — 2016
Bachelor of Science (BS) in Business Management, Global Business Management and Economics

University of Chicago   2012 — 2012
Japanese 10100 and 10200

University of Chicago Laboratory Schools   2008 — 2012
High School Diploma, GED, High School

Matt Mignon Matt Mignon Greater New York City Area Details
Matt Mignon's RegentAtlantic Experience June 2014 - August 2014
Job Analyst at RegentAtlantic Capital
Industry Financial Services
Experience
RegentAtlantic   June 2014 - August 2014
Jamestown Associates  June 2013 - August 2013
inVentiv Health  June 2012 - August 2012

Education
Colby College   2011 — 2015
Bachelor of Arts (B.A.), Economics with a concentration in Financial Markets

Northwestern University   2015 — 2015
Certificate Program, Certified Financial Planner (CFP) Program

Montgomery High School   2007 — 2011

Michael Steiner Michael Steiner Greater New York City Area Details
Michael Steiner's RegentAtlantic Experience January 2001 - Present
Job Owner, RegentAtlantic Capital, LLC
Industry Financial Services
Experience
RegentAtlantic   January 2001 - Present
KPMG  1999 - 2001
JH Cohn  1997 - 1999

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Risk Management, Estate Planning, Financial Modeling, Investment Strategies, Asset Allocation, Personal Financial..., Portfolio Management, Investment Management, Asset Managment, High Net Worth..., Financial Advisory, Investment Advisory, Financial Planners, Wealth Management..., Tax, Retirement

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2007
Certificate, Pharmaceutical Management

Hofstra University   1989 — 1993
BBA, Accounting

WOHS

Alex Suriano Alex Suriano Greater New York City Area Details
Alex Suriano's RegentAtlantic Experience March 2012 - June 2012
Job Audit Intern at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte  January 2015 - February 2015
ACE Group  June 2014 - August 2014
Deloitte  June 2014 - August 2014
PwC  June 2014 - July 2014
KPMG  May 2014 - May 2014
Bernards Township  May 2013 - August 2013
RegentAtlantic   March 2012 - June 2012

Skills
Accounts Receivable, Finance, Auditing, Financial Reporting, Accounting, Budgets, Internal Audit, Microsoft Excel, Program Management, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Analysis, Spreadsheets

Education
Saint Joseph's University   2012 — 2016

Scotch Plains-Fanwood High School   2008 — 2012

Timothy Rueter Timothy Rueter Huntingdon Valley, Pennsylvania Details
Timothy Rueter's RegentAtlantic Experience 2015 - Present
Job Wealth Management Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic   2015 - Present
Greater Philadelphia Film Office  May 2014 - Present
The Cellar  August 2013 - Present
Huntingdon Valley Country Club  June 2009 - Present

Skills
Highly Ambitious, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, Microsoft Office, Leadership, Event Planning, Facebook, Research, Time Management

Education
University of Richmond   2013 — 2017
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Germantown Academy   2009 — 2013

Thomas Farrell, CFP®, CEPA Thomas Farrell, CFP®, CEPA Greater New York City Area Details
Thomas Farrell, CFP®, CEPA's RegentAtlantic Experience September 2008 - September 2014
Job Wealth Advisor at PWM Advisory Group, LLC Private Wealth Management
Industry Investment Management
Experience
PWM Advisory Group, LLC - Private Wealth Management   March 2015 - Present
RegentAtlantic   September 2008 - September 2014
RegentAtlantic   July 2005 - August 2008
RegentAtlantic   June 2000 - June 2005
MetLife Financial Services  August 1999 - April 2000

Education
Bucknell University   1995 — 1999

Cody Buchanan Cody Buchanan Greater New York City Area Details
Cody Buchanan's RegentAtlantic Experience March 2015 - Present
Job Analyst at RegentAtlantic
Industry Investment Management
Experience
RegentAtlantic   March 2015 - Present
LeClairRyan  May 2013 - February 2015
Morse Capital Partners   May 2012 - October 2013
University of Richmond  August 2009 - May 2013
Hotel Fauchere  2009 - 2012
Jaindl Farms LLC   2010 - 2011

Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Event Planning, Editing, Fundraising, Financial Modeling, Nonprofits, SPSS

Education
University of Richmond   2009 — 2013
Bachelor of Science in Business Administration, Finance

Blair Academy   2005 — 2009
High School

Steven Heller Steven Heller Morristown, New Jersey Details
Steven Heller's RegentAtlantic Experience June 2014 - Present
Job Analyst at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic   June 2014 - Present
Lexington Wealth Management  May 2013 - August 2013
TD  November 2012 - March 2013
Ripco Real Estate Corp  May 2012 - August 2012
Equity One, Inc  May 2011 - August 2011
Equity One, Inc  May 2010 - August 2010

Skills
Rebalancing, Bloomberg Software, Google Earth, Outlook, Schwab Institutional, Microsoft Excel, PowerPoint, Portfolio Management

Education
Bentley University   2013 — 2014
Master of Science (MS), Financial Planning and Services

Bentley University   2009 — 2013
Bachelor of Science (BS), Finance, General

Avon Old Farms

Bryan Smalley Bryan Smalley Greater New York City Area Details
Bryan Smalley's RegentAtlantic Experience October 2013 - Present
Job Wealth Advisor at RegentAtlantic
Industry Financial Services
Experience
RegentAtlantic   October 2013 - Present
RegentAtlantic Capital, LLC  May 2011 - September 2013
The Ohio State University  July 2007 - April 2011
Summit Financial Strategies, Inc  November 2010 - February 2011
Bowling Green State University  2006 - 2006

Skills
Performing Financial..., Providing 401(k)..., Strategic Financial..., Asset Management, Portfolio Management, Financial Planners, Management, Recruiting, Personal Finance, Microsoft Office, Microsoft Excel, Retirement Planning, Asset Allocation, Investment Management, Investments, Estate Planning, Wealth Management..., Financial Advisory, Mutual Funds, Public Speaking, Investment Strategies, Wealth Management

Education
Boston Institute of Finance   2010 — 2011
Certification, Financial Planning

Bowling Green State University   2005 — 2007
Master of Arts, College Student Personnel

University of Toledo   2001 — 2005
Bachelor of Arts, History

Philip Metz Philip Metz Greater New York City Area Details
Philip Metz's RegentAtlantic Experience April 2015 - Present
Job RegentAtlantic A Better Way
Industry Financial Services
Experience
RegentAtlantic   April 2015 - Present
Forum Financial Management LP  October 2013 - Present
Lighthouse Financial Group Inc.   August 2012 - July 2013
Genworth Financial Securities Corporation   October 2005 - April 2012
CJM Planning Corporation   May 1999 - October 2005

Skills
Business Development, Customer Support..., Relationship..., Logistics, Cash Management, Corporate Education &..., Cost Analysis, Foundational..., Industry Suitability, Inventory Control &..., Logistical Analysis, Marketing/Merchadising..., Personnel Development &..., Procedural Analysis, Resource Management, Securities, Customer Service, Management, Operations Management

Education
Passaic County Community College
A.A.