UNC CHOCOLATE & WINE FROLIC
Community
Oct 02, 2024
UNC CHOCOLATE & WINE FROLIC
Community
Oct 02, 2024
We were excited to be a sponsor for the 16th Chocolate & Wine Frolic benefitting the United Neighborhood Centers...
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Community
Oct 02, 2024
Community
Oct 02, 2024
We were excited to be a sponsor for the 16th Chocolate & Wine Frolic benefitting the United Neighborhood Centers...
Read More >
Community
Jul 24, 2024
Community
Jul 24, 2024
Our latest conversation is the first “Community Spotlight” episode of 2024, highlighting the Cody Barrasse Foundation. While the goal...
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Community
Mar 13, 2024
Community
Mar 13, 2024
We were excited to continue as a sponsor of the St. Patrick’s Day Parade in Scranton. Our own Jude...
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Christopher D. Ross, CFP® CEPA®
Managing Partner |
Wealth Advisor
Managing Partner | Wealth Advisor
Chris has worked in the investment advisory industry for over 20 years and enjoys cultivating long-term relationships with each of his clients. He takes a holistic approach to financial planning, specializing in investment management, to serve the needs of successful families, retirees, business owners, and institutions. Chris offers trustworthy and honest guidance to help clients strategically pursue their goals and utilizes sharp attention to detail when crafting custom wealth management strategies. Before co-founding Alliance Wealth Advisors, Chris was Vice President and a financial advisor with The Rose Holcomb Ross Group at Wells Fargo Advisors. Previously, he was a financial advisor with Morgan Stanley.
Chris is a graduate the Pennsylvania State University with a bachelor’s degree in business and has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
He as also earned his CEPA®-Certified Exit Planning Advisor designation. This unique designation is for financial professionals who advise business owners on how to successfully sell or transition their business.
Chris is active in local industry organizations, including the Estate Planning Council of NEPA, Scranton Chamber of Commerce, and board member at the Greater Scranton YMCA. Over the years, he served on the Advisor Council as a resource for multiple asset management firms. Chris stays active in his spare time and enjoys golfing, skiing and traveling. He is a member of Glenmaura National Golf Club and a volunteer with St. Joseph’s Center and the Lackawanna County Children and Youth Center. Chris grew up in Dunmore, Pennsylvania and now lives in Roaring Brook with his wife Ashlyn and daughters Elly and Collins.
Perry J. Rose, CFP®
Senior Vice President |
Wealth Advisor
Senior Vice President | Wealth Advisor
With over 33 years in the financial services industry, Perry provides knowledgeable guidance to help clients pursue their goals. He offers comprehensive financial planning services for successful families, retirees and business owners, with expertise in investment management. A caring and committed problem solver, Perry crafts tailored financial strategies to support clients’ confidence in their financial futures as they pursue their objectives.
Perry has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the Accredited Domestic Partnership Advisor® certification. Before joining our team, Perry was first vice president, investments, with The Rose Holcomb Ross Group at Wells Fargo Advisors. He was previously Vice President, investments, and branch manager with Morgan Stanley. He earned an MBA from the University of Scranton and a bachelor’s degree in public administration from Pennsylvania State University. He previously served as an adjunct professor at University of Scranton and Marywood University.
Perry is a parishioner at The Church of St. Gregory, where he serves as a CCD instructor and plays guitar with the choir. He and his wife, Annette, are also actively involved with St. Joseph’s Center. Perry is a supporter of local theatrical productions and is a member of Glen Oak Country Club and Victor Alfieri Club. In his spare time, he enjoys gardening, as well as yoga and playing music. Originally from Scranton, Perry and Annette live in Clarks Green with their children, Matthew and Taylor.
Jude R. McDonough, CFP® AIF®
Senior Vice President |
Wealth Advisor
Senior Vice President | Wealth Advisor
Jude McDonough is a Certified Financial Planner and Accredited Investment Fiduciary with 20 years of experience in the Financial Services industry. Jude’s areas of expertise include retirement planning, investment management and corporate retirement plan consulting. He is very passionate about helping people and providing his clients with honest, objective advice. He takes great pride in responsiveness to his clients and always being there when they need him.
Jude began his career at Merrill Lynch in 2004 after graduating from the University of Scranton. After spending nearly 6 years in the Greater Philadelphia area, he made the decision to return to his roots in Northeastern Pennsylvania. Jude spent the greater part of the next decade as a Vice President for Community Investment Services before making the decision to join Alliance Wealth Advisors in 2019.
Jude is very active in the Northeastern Pennsylvania Community and has a strong interest in the growth of the region. He serves as the Treasurer for the St. Patrick’s Parade Association of Lackawanna County, Chair of the Board of United Neighborhood Centers of Northeastern Pennsylvania and is the Past Chair of the Board for the United Way of Wyoming County. In addition to that, he serves on the Executive Committee of the Friendly Sons of St. Patrick of Lackawanna County and on the Board of the Estate Planning Council of Northeastern Pennsylvania. In his spare time, he enjoys golfing, skiing and traveling. He is a proud member of Glenmaura National Golf Club and the Westmoreland Club. He grew up in the Minooka section of Scranton and currently resides in Moosic with his wife, Bridget, and their dog, Charlie.
Michael J. Cordaro, MBA
Vice President | Wealth Advisor
Vice President | Wealth Advisor
Michael Cordaro has over a decade of experience in the financial services industry. He feels it is vital to build strong relationships with each of his clients so he understands their unique goals, and to ensure they understand the strategies and tools being employed on their behalf. Michael takes pride in his role as a fiduciary and believes that putting the clients’ interests first should be at the foundation of every financial advisor’s investment decisions. His areas of expertise include financial planning and advice for business owners and families, investment management, investor education, and retirement planning.
Prior to joining Alliance Wealth Advisors, Michael resided in Philadelphia where he was an assistant vice president and relationship manager at Brown Brothers Harriman and Company (BBH), the oldest private bank in the country. In his role, Michael worked as a trusted advisor to ultra-high net worth business owners, families, endowments, and foundations to address their investing, banking, and wealth planning needs.
Prior to joining BBH, Michael was an associate at J.P. Morgan in New York City. He started with J.P. Morgan in 2011 and began his career as part of the firm’s Corporate Development Analyst Program in the investment bank. He received a B.A. in political science with a certificate in management studies (finance/accounting) from the University of Rochester, and his M.B.A. from the Villanova University School of Business.
Before returning to Northeastern PA, Michael maintained strong ties to home, and continues to serve on the board of directors for the United Way of Lackawanna and Wayne Counties, Northeast Pennsylvania Healthcare Foundation and the Dunmore Educational Foundation. He is also an adjunct professor at Lackawanna College. Michael enjoys spending time with family and friends, and is a native of Dunmore, PA where he currently resides with his wife Melissa and daughters Ainsley and Emilia.
Douglas F. Holcomb
Senior Vice President |
Wealth Advisor
Senior Vice President | Wealth Advisor
Doug devotes his 35-plus years of financial services experience to provide holistic planning support for successful families, retirees and business owners. He is knowledgeable in investment management and takes pride in helping clients achieve financial confidence as they pursue their goals, through tailored strategic financial planning. Doug consistently provides prompt and transparent service to support clients’ needs, and enjoys the process of fostering long-term relationships with each of them. Before joining Alliance Wealth Advisors, Doug was Vice President of investments with The Rose Holcomb Ross Group of Wells Fargo Advisors, and a vice president and financial advisor with Morgan Stanley. He earned a bachelor’s degree in economics and social studies from Ursinus College.
Doug is active in the Lake Ariel Community and a board member for Ariel Land Owners, Inc. He also volunteers with St. Joseph’s Center. In his free time, Doug enjoys boating, fishing and spending time outdoors. Originally from Dunmore, he lives in Peckville with his wife, Lorna. They have five children.