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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
Jennifer Sheffler (CRD# 7223917) is an Investment Advisor Representative working at Marchand Faries Financial Management, Inc. in Jupiter, FL and has over 4 years of experience in the finance industry.
Charles Sperrazza (CRD# 1006489) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has 1 year of experience in the finance industry.
Tanner Strunk (CRD# 6079179) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has over 9 years of experience in the finance industry.
Anthony Vernale (CRD# 7445835) is an Investment Advisor Representative working at Atlantic Wealth Partners, LLC in Jupiter, FL and has 1 year of experience in the finance industry.
Peter Kotos is a longtime resident of Northeast Florida. He attended Wake Forest University and graduated with a Bachelor’s Degree in Economics. Peter has over a decade of experience as a financial advisor serving a wide array of clients. Prior to joining Blackridge Asset Management in 2019, Peter gained experience at Wells Fargo Advisors and LPL Financial. He holds his Series 66 investment advisor license and Series 2-15 insurance license. Peter lives in Ponte Vedra Beach with his wife Mallory, son Paul, and his daughters Carrigan and Clara.
Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, he works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined...
Kurt Durrwachter (CRD# 4207020) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry. Kurt Durrwachter 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.
James Abarquez (CRD# 5575170) is an Investment Advisor Representative working at Edward Jones in Stuart, FL and has over 15 years of experience in the finance industry.
Ali Abbas (CRD# 5870573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 13 years of experience in the finance industry.
David Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.