Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Thomas Quinn

LPL Financial Advisor

With over 25 years in the financial services industry, Tom works with families, individuals, small business owners, and corporations to meet their financial goals. He has the background to customize investment plans for any client, from portfolio management to trading strategies. Tom graduated from Temple University with a BBA in Economics. He started his career on Wall Street before moving to the retail side of business as an LPL Financial Advisor for Mint Wealth Advisors. Tom lives in Plymouth Meeting and enjoys watching his son play baseball in his free time. Read more…

Phone: 610-909-3030

James Ferrari, CRPC®

LPL Financial Advisor

James has over 10 years of combined management and financial industry experience. He understands the importance of building trust and meeting the needs of his clients from business owners, young couples starting families, to individuals planning retirement. James takes the effort and uncertainty out of investing by creating personalized strategies to meet your lifetime goals. A Delaware County native, James graduated from Widener University and lives in the area with his wife and two children. Read more…

Phone: 610-909-7010

Larry Griest

LPL Financial Advisor

Larry Griest has worked in the banking and finance industries for five years. He brings that knowledge of business and personal finance to Mint Wealth Advisors. Whether a young adult investing for the first time or a couple saving for retirement, Larry uses his knowledge to create personalized financial plans for clients. A Delaware County native and attendee of Penn State University, Larry previously worked for larger financial institutions in Delaware and Chester counties. He is a volunteer instructor and coach for adults and children in Brazilian Jiu Jitsu and a den leader with his wife in the Scouts of America. Read more…

Phone: 610-909-7030

Cecily Venkatesh, CRPC®

Wealth Management Business Manager

Before her career as an LPL Business Manager at Mint Wealth Advisors, Cecily started in personal finance where she developed an enthusiasm for financial planning. She worked for over 15 years as a retirement account specialist for Franklin Mint Federal Credit Union. Cecily graduated from The University Of Chicago and holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. She resides in Delaware County with her husband. Read more…

Phone: 484-259-1960