SevenBridge Financial Group has opened in Susquehanna Twp. Pictured from left to right are Charles Eberly Jr., managing partner; Cheryl Depner, director of client sevices; Patricia Jakeway, director of client resources and Lawrence DeFluri, managing partner (Provided).
A financial advisory firm that specializes in advising high-net-worth clients has opened in Susquehanna Twp. Two former employees at Wells Fargo Advisors have started SevenBridge Financial Group.
Charles Eberly Jr. and Lawrence DeFluri have started the firm and will serve as managing partners. The firm employs four people.
Eberly and DeFluri both previously worked for Wells Fargo for 16 years. Eberly, a former field artillery officer with the U.S. Army, was a senior vice president and investment officer at Wells Fargo. He began his financial services career at Shearson Lehman Brothers in 1992. DeFluri worked at Wells Fargo as a managing director. Prior to that, he was a financial advisor with Merrill Lynch and Smith Barney.
The firm advises high-net-worth individuals and families, business owners, professional firms, charitable institutions and endowments. SevenBridge also works with clients who receive income from natural gas leases on their properties.
The firm provides fee-based financial planning and investment management services.
The firm will use a customized platform created by Dynasty Financial Partners, a wealth management company, which includes research and investment tools from Dynasty, Wilshire Associates, Callan Associates, Envestnet and Charles Schwab.
The firm manages accounts collectively worth more than $250 million, a press release said.
Address: 3401 N. Front St., Suite 301, Susquehanna Twp.