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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Richard Picone (CRD# 4702385) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonita Springs, FL and has over 19 years of experience in the finance industry.
Erin Powers-Westendorf (CRD# 5476128) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bonita Springs, FL and has over 15 years of experience in the finance industry.
Francis Ragonese (CRD# 5798370) is an Investment Advisor Representative working at Pelican Wealth Advisors, LLC in Bonita Springs, FL and has over 14 years of experience in the finance industry.
Andrew Reddish (CRD# 4701082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bonita Springs, FL and has over 20 years of experience in the finance industry.
Dustin Rinaldi (CRD# 5006872) is an Investment Advisor Representative working at Rinaldi Wealth Management, Inc. in Bonita Springs, FL and has over 18 years of experience in the finance industry. Dustin Rinaldi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Paul Saad (CRD# 6761467) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bonita Springs, FL and has over 6 years of experience in the finance industry.
Chelsea Scomak (CRD# 6231079) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bonita Springs, FL and has over 8 years of experience in the finance industry. Chelsea Scomak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Donald Settina (CRD# 1079154) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bonita Springs, FL and has over 41 years of experience in the finance industry. Donald Settina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jonathan Shaw (CRD# 4431233) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bonita Springs, FL and has over 22 years of experience in the finance industry.
Neal Skiles (CRD# 5510772) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has over 16 years of experience in the finance industry.