Willoughby, OH Office

Team
Updated today

Client AUM

$257,179,879

Clients

772

Advisors

2

Of 94 advisors across 40 offices

HNW client ratio

Location

4230 State Route 306, Suite 300

Willoughby OH 44094

Advisors at this office

2

Advisors at this office

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Dominic P

Series 63, Series 65

Willoughby, OH

W&S BROKERAGE Services, Inc.

Dominic Piunno is a financial advisor at W&S Brokerage Services, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior roles include work at Western & Southern Life and Baci Winery. W&S Brokerage Services, Inc. is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset-allocation program with multiple risk profiles and investment objectives, combining brokerage, advisory, and insurance services within a distinctive business structure.

ESG / Sustainable investing Tax-loss harvesting
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Michael C

Series 66

Willoughby, OH

W&S BROKERAGE Services, Inc.

Michael Cheslock is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at W&S Brokerage Services, Inc. since 2014 and also serves as a full-time sales agent at Western Southern Life since 2013. Outside of his advisory roles, Cheslock is president and board member of the Streetsboro Chamber of Commerce, where he volunteers in community networking activities without compensation. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program with model-based, discretionary management. The firm serves individual clients and retirement plans, combining investment management with broker-dealer and insurance services across a broad branch network.

ESG / Sustainable investing Tax-loss harvesting
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