Advisors at this firm
Nate G
Series 65
Malden, MA
Zenith Wealth Partners
Nate Granito is a financial advisor at Zenith Wealth Partners with a Series 65 credential and experience beginning in 2024. Prior to joining Zenith, he held roles at Mass General Brigham, Boston Property Group, TJX Companies, and educational institutions including Northeastern University and international schools. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and employs a combination of active and passive investment strategies tailored to client-specific needs.
Andrew T
CFP®, Series 63
Charlotte, NC
Zenith Wealth Partners
Andrew Tudor is a CFP® with nine years of industry experience, currently serving as an advisor at Zenith Wealth Partners since 2024. His prior experience includes roles at Alchemist Wealth, LLC and Northwestern Mutual in various capacities from 2016 to 2024, as well as five years at US Bank. Outside of his advisory work, he is a member of the Vanta Investment Group, where he organizes meetings and oversees activities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients, including high-net-worth individuals. The firm combines active and passive investment strategies, manages approximately $102 million in discretionary assets, and offers services such as estate and tax planning, private investment sourcing, and capital-raising support.
Raeonna J
Series 65
Alexandria, VA
Zenith Wealth Partners
Raeonna Jefferson is a financial advisor at Zenith Wealth Partners in Alexandria, VA, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Zenith Solutions, Inc., Broadridge, Datto Inc., Juice Generation, and Smashburger. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs both active and passive investment strategies and provides a range of services including wealth planning, estate and tax planning facilitation, and private investment sourcing.
Adrienne H
CFP®, Series 63
Bowie, MD
Zenith Wealth Partners
Adrienne Hill is a CFP® with five years of industry experience, currently serving at Zenith Wealth Partners. Her prior experience includes roles at Northwestern Mutual and Deloitte Tax LLP. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and employs a combination of active and passive investment strategies tailored to client-specific needs.
Nina M
CFP®, Series 66
Chicago, IL
Zenith Wealth Partners
Nina Milligan is a CFP® with five years of industry experience currently working at Zenith Wealth Partners in Chicago. Her prior roles include positions at Edward Jones and Citibank. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and provides a range of services including estate and tax planning, private investment sourcing, and capital-raising support.
Jesse W
CFP®, Series 63, Series 65
Charlotte, NC
Zenith Wealth Partners
Jesse Wideman Jr. is a CFP® professional with eight years of experience in the financial services industry. He currently works at Zenith Wealth Partners, where he has been since 2025. His prior experience includes roles at Facet Wealth and The Vanguard Group. Zenith Wealth Partners offers financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients, including high-net-worth individuals and entrepreneurs. The firm employs a combination of active and passive investment strategies and provides additional services such as estate and tax planning, private investment sourcing, and capital-raising support.
Chelsea R
CFP®, Series 65
Jersey City, NJ
Zenith Wealth Partners
Chelsea Ransom Cooper is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Zenith Solutions, LLC since 2020 and previously held roles at Baker Avenue Asset Management LP, Brunch & Budget, and Ernst & Young. Cooper is the founder of Women with Equity, an organization focused on empowering women to build wealth through equity. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm manages approximately $102 million in discretionary assets and serves entrepreneurs and employer-sponsored plans, employing a combination of active and passive investment strategies along with client-specific investment policy statements.
Fahmin F
CFP®
Parsippany, NJ
Zenith Wealth Partners
Fahmin Fardous is a CFP® professional with three years of industry experience, currently serving as an advisor at Zenith Wealth Partners. He previously worked at PNC Bank for 12 years and held roles at Securities America, Inc. and Zenith Solutions, Inc. Outside of his advisory work, he manages investment property ownership responsibilities. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm employs a combination of active and passive investment strategies and offers services including estate and tax planning, private investment sourcing, and capital-raising support.
Jason R
Series 63, Series 66
Philadelphia, PA
Zenith Wealth Partners
Jason Ray is a financial advisor with Zenith Wealth Partners in Philadelphia, PA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Zenith Solutions, Carnegie Wealth Management, Strategic Financial Alliance, and FS Investment Solutions. Outside of his advisory work, he serves on the boards of several Philadelphia-area nonprofits focused on community health, youth mentorship, and social equality, including Vetri Community Partnerships, Students Run Philly Style, Cobbs Creek Foundation, and the Leon H. Sullivan Charitable Trust. Zenith Wealth Partners provides financial planning, investment management, retirement-plan consulting, and business advisory services to individuals, charitable organizations, and business clients. The firm combines active and passive investment strategies, works with entrepreneurs and employer-sponsored plans, and offers services beyond portfolio management, including estate and tax planning, private investment sourcing, and capital-raising support.