Broker Check

Team

 
Adam Soloff is Founder and Managing Member of Soloff Wealth Management, headquartered in Huntingdon Valley, PA. Adam is certified in both financial planning and tax preparation. He primarily practices retirement and investment advisory...

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Heather Soloff, Adam’s wife, joined Soloff Wealth Management in 2008 in an Administrative/ Client Solutions capacity.

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Burt White

Research analyst, LPL Financial Research Department.

215-874-7147

Research analysts are employees of the LPL Financial Research Department. As Managing Director of Research and Chief Investment Officer, Burt White is responsible for the strategic direction and continued growth...

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John Canally

Research analyst, LPL Financial Research Department.

215-874-7147

Research analysts are employees of the LPL Financial Research Department. John Canally is Chief Economic Strategist at LPL Financial. In this role, Mr. Canally plays an integral role in the development and articulation of LPL Financial...

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Anthony Valeri

Research analyst, LPL Financial Research Department.

215-874-7147

Research analysts are employees of the LPL Financial Research Department. As Senior Vice President, Fixed Income and Investment Strategist, Anthony Valeri is a member of the LPL Financial Research tactical asset allocation committee...

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