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Phyllis joined the firm as the Director of Marketing in 2006. She brought with her 20 years of sales and marketing experience. Her responsibilities include the overall marketing of the firm, public relations, corporate communications and client events. Phyllis holds her Series 7 license with LPL Financial. Acting on her strengths, she is also on the Advisory Board for Heritage Community Bank.
On a personal note, Phyllis lives in New Jersey with her husband Michael and two daughters; Julia and Gwen, ages 6 yrs. and 3 yrs. respectively.
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