Broker Check

The Team

A Specialized Team Committed to Your Success

Our team has the knowledge and experience to handle the broad range of sophisticated needs of affluent clients, and we deliver a full range of family office services in accordance with your goals. Our team members collaborate with your other trusted professional advisors such as your CPA and estate attorney to serve as your financial “quarterback” and coordinate each specialist’s area of expertise into one integrated and seamless plan.


Mary E. Flanigan, CFP®

Wealth Strategist

857-328-1400

mary@windsorpw.com

Mary E. Flanigan is an experienced and dedicated professional, responsible for providing portfolio performance analysis, asset allocation, and investment selection and research for Windsor Private Wealth’s investment models. As a...

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Juli Rahill

Director of Operations and Client Service

857-328-1200

juli@windsorpw.com

Juli Rahill has over 10 years of experience in the financial industry and enjoys working with families to achieve their financial goals. No matter the task, she is ready to assist with the highest level of care. Juli works closely with...

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Henry Morales

Client Service Associate

857-328-1600

henry@windsorpw.com

Henry was born and raised in Inglewood, California. He graduated from the University of Southern California receiving a dual degree in Economics and Mathematics. During his time in school he also explored coursework in computer science...

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Oscar Maltez

Client Service Associate

857-328-1500

oscar@windsorpw.com

Oscar started in the financial services industry interning at firms like Baystate Financial and State Street before accepting a full time position in Cash Operations at Ropes and Gray, a law firm based in Boston. Since arriving to...

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