Our Team
Jim has been the owner and President of BestVest since 1999. His experience in the securities industry dates back to 1981 and includes over 35 years in broker-dealer management, institutional and retail financial advisory services,...
Denise is our agency and riskless principal trader who joined BestVest in 2001. She handles the firm’s equity, fixed income and option trading. Prior to BestVest, Denise had worked as a trader for numerous Philadelphia based...
Michael is the firm's Manager of Advisory Services, an investment advisor, and a firm principal. Michael has been with the firm since September 2014 but has worked in the industry since 2009. Michael is a trader and manager of the...
Saralyn is a registered representative who assists in the firm’s daily operations. She joined the firm in 2018 and has been a valued member of the team. She holds a Series 7 and Series 63. Prior to BestVest, Saralyn graduated...
Michael joined the firm as financial and investment advisor in 2021. He holds a Series 7 and Series 66 license. Michael is both an advisor and trader, tasked with managing client accounts, offering investment advice and services, and...