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Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Donovan S

Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and various Northwestern Mutual entities. He also has a background that includes time at Yale and the Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses by providing investment and wealth management along with financial planning and consulting. The firm offers customized, risk-adjusted, tax-aware asset allocations using a blend of active and passive strategies across multiple asset classes and provides both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Collin R

CFP®, CFA®, Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Collin Randall is a CFP® and CFA® with 14 years of experience in the financial industry. He is currently with Randall & Associates Wealth Management in Butler, PA, having previously worked at Bennett Associates Wealth Management, Wells Fargo Advisors, Amherst Pierpont Securities LLC, and Barclays Capital Inc. Randall & Associates Wealth Management serves individual clients, family entities, non-profits, foundations, and businesses by providing investment and wealth management, financial planning, and consulting. The firm manages approximately $167 million in client assets and employs a customized, risk-adjusted, tax-aware investment approach that combines active and passive strategies across multiple asset classes.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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