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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
Mary Taylor (CRD# 2502518) is an Investment Advisor Representative working at Morgan Stanley in Newport News, VA and has over 2 years of experience in the finance industry.
Bailee Tierney (CRD# 7183027) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 4 years of experience in the finance industry.
Blair Todd (CRD# 7648247) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willliamsburg, VA and has 1 year of experience in the finance industry.
Thomas Vitaletti (CRD# 6964689) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsburg, VA and has over 2 years of experience in the finance industry.
Robert Walker (CRD# 2982667) is an Investment Advisor Representative working at Centaurus Financial, Inc. in White Stone, VA and has over 8 years of experience in the finance industry.
James Watts (CRD# 2535521) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hampton, VA and has over 29 years of experience in the finance industry.
Mckim Williams (CRD# 2123318) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hampton, VA and has 1 year of experience in the finance industry.
Dennis Wilt (CRD# 2680172) is an Investment Advisor Representative working at Morgan Stanley in Williamsburg, VA and has over 28 years of experience in the finance industry. Dennis Wilt 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.
Estrellita Zamora (CRD# 2389333) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamsburg, VA and has over 20 years of experience in the finance industry.