Our Team

Our team is dedicated and focused on getting you to the finish line when it comes to reaching your goals. To that end, each team member specializes in helping you with various financial and administrative functions.

Sandra H.Dalton,

CDFA™, CHFC®, MBA

Senior Wealth Advisor

 

 

 

Ms. Dalton received an undergraduate degree from Clemson University with a Bachelor's of Science in Accounting in 1991.  She went on to receive an MBA from Monmouth University with a concentration in Finance at night, while working in New York, NY as a broker.  In 1999 she began her financial planning career with American Express Financial Advisors (which subsequently became Ameriprise Financial) until 2017.  Since 2017 she has been affiliated with LPL Financial and joined Atlas Private Wealth Advisors Registered Investment Advisory. 

LICENSES & CREDENTIALS:

Series 63

Series 7

Series 24

Above licenses held with LPL Financial.

Certified Divorce Financial Analyst, CDFA™

Chartered Financial Consultant, ChFC®

Masters of Business Administration, MBA

State Registrations – CT ,DE, FL, ME, MD, MA, NJ, NY, NC, PA, SC, TX, VA

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Brock Mumford

Mr. Mumford is a Virtual Administrative Assistant at LPL Financial and is based in the Fort Mill, SC headquarters.  He partners with advisors to provide support on administrative tasks and client management functions.  Brock has worked in the financial services industry for nearly 20 years –including four years as a licensed representative, and the last 11 years in fixed income portfolio management. He worked primarily with Bank of America in Charlotte, NC, under several of the brokerage and asset management subsidiaries, such as Banc of America Investment Services, Columbia Management, and USTrust.   He has an MBA from Winthrop University and a bachelor's degree in business administration from Lenoir-Rhyne College.

LICENSES & CREDENTIALS:

Series 7

Above license held with LPL Financial.

Masters of Business Administration, MBA

 

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Debra Wilkinson

Ms. Wilkinson has over 25 years' experience in the financial industry with much of that time spent with The Depository Trust and Clearing Corporation (DTCC) in New York where she held various positions in Corporate Communications, Corporate Actions and Relationship Management. Debbie moved to Omgeo (a joint venture of DTCC and Thomson Financial) in 2002 where she managed the Product & Sales Operations department.

After taking some time to raise her young son, Debbie decided to pursue her love of teaching and earned a Master's degree in Education from Monmouth University. She worked at the Manalapan/Englishtown Regional School District and the Freehold Borough School districts until 2007 when she returned to the financial sector with Wachovia Mortgage.

Debbie joined Atlas Private Wealth Advisors in April, 2017. In her current role she provides all aspects of client servicing including assisting advisors with implementing various investments, overseeing client reporting and maintaining existing accounts. Her concern for each client combined with her years of experience ensures that our clients receive outstanding service.