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Princeton Wealth Advisors

Our Team

Partners

James M. McLaughlin, CIMA
James M. McLaughlin, CIMA®
Managing Director
Senior Vice President, Investments

Kendrick W. White, CIMA
Kendrick W. White, CIMA®
Senior Vice President, Investments

Peter G. Barlow, CIMA
Peter G. Barlow, CIMA®
Branch Manager
First Vice President, Investments

Mike McLaughlin, WMS, CFP
Mike McLaughlin, WMS, CFP®
Financial Advisor

Associates

Daniela Smith
Daniela Smith
Registered Client Service Associate

Dave Sherotski
Dave Sherotski
Registered Client Service Associate

Deborah Daly
Deborah Daly
Client Service Associate

Nancy Horihan
Nancy Horihan
Operations Manager

Geoff Carey
Geoff Carey
Registered Client Service Associate

Travis Rosa
Travis Rosa
Client Service Associate

Deandra Clerigo
Deandra Clerigo
Registered Client Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


902 Carnegie Center, Suite 320 | Princeton, NJ 08540 | Phone: 609-750-3000 | Fax: 866-208-0576 | Toll-Free: 888-711-4362 | Map and Directions
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