MainStay Wealth Management Group of City Securities Corporation is comprised of four experienced, licensed representatives with over 95 years combined experience in the financial services industry. Tim Harris, Financial Advisor, specializes in 401(k) rollovers, retirement planning, taxable and tax-exempt bonds, as well as mutual funds and annuities. Drew Gleaves, Financial Advisor, Accredited Portfolio Management Advisor (APMA) specializes in financial, educational and retirement planning along with risk management strategies. Jim Cain, Vice President and Financial Advisor, specializes in fixed income investing, college, estate and retirement planning, tax-efficient investing and asset allocation. Mike Harlos, Financial Advisor, specializes in the areas of college, estate and retirement planning, tax-efficient investing and asset allocation.

The team offers comprehensive, innovative, wealth management solutions customized to help grow and preserve their clients’ wealth by delivering an unprecedented level of personalized expertise and service. This includes helping their clients create an investment strategy to meet their specific needs and goals based on their unique risk tolerance profile. Mainstay utilizes a cohesive team approach to wealth management to deliver a customized and discreet client experience aimed at building long-lasting relationships, providing necessary income, increasing assets, and preserving wealth for the future.