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Distance Only Lake Forest, IL
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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
Thomas Paulson (CRD# 1703308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 30 years of experience in the finance industry.
Tom Paulson Senior Vice President, Senior Financial Advisor
Tom is a Financial Advisor at Merrill Lynch in Lake Forest. He is a graduate of John Carroll University with a BS in Math/Computer Science. Tom joined Merrill Lynch in 2008 after spending 20 years as a financial advisor at Morgan Stanley. Tom provides wealth management strategies that incorporate thoughtful investments into personal...
Robert Peterson (CRD# 4540524) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 21 years of experience in the finance industry.
Monica Pizano (CRD# 5405910) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 15 years of experience in the finance industry.
Mitchell Prosk (CRD# 4170500) is an Investment Advisor Representative working at Crescent Grove Advisors in Lake Forest, IL and has over 23 years of experience in the finance industry.
Michael Purdy (CRD# 1256025) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 38 years of experience in the finance industry.
Kevin Reich (CRD# 4713249) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 20 years of experience in the finance industry.
Tana Reich (CRD# 2969966) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Lake Forest, IL and has over 26 years of experience in the finance industry.
Jonathan Rigoni (CRD# 5110312) is an Investment Advisor Representative working at North Shore Capital Group Investment Advisors, Inc. in Lake Forest, IL and has over 17 years of experience in the finance industry.
Robert Rosenthal (CRD# 2542597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Forest, IL and has over 29 years of experience in the finance industry.
Mark Saran (CRD# 726113) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 43 years of experience in the finance industry.