Meet Your Team
Our team of seasoned advisers and staff is dedicated to crafting personalized investment strategies. Trust us to guide your financial journey with expertise and care. Discover the dedicated professionals behind P3 Wealth Management.
Reginald D. Clark, CFP®
With over 25 years of experience in wealth management, Reginald leads the team with a focus on strategic investment planning.
Ebony
Clark
Ebony oversees the implementation of compliance policies, procedures, and training programs to promote a culture of compliance and integrity throughout the organization.
Mahoghany Jordan, CISTM
Mahoghany supports the investment team by conducting in-depth research, analyzing portfolio performance, and providing insights to enhance investment strategies.
Kwana
McFadden
Kwana manages operations related to new and existing accounts and ensures effective communication with investment advisers, custodian and clients.
