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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
Karen Neuwirth (CRD# 5776744) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry.
Edward Nowell (CRD# 1739617) is an Investment Advisor Representative working at South Atlantic Capital Management Group, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry.
Kimberly O'bannon (CRD# 1802396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 35 years of experience in the finance industry.
Brendan O'kelly (CRD# 4518573) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, NC and has over 22 years of experience in the finance industry. Brendan O'kelly 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.
Kathryn Oswald (CRD# 4351886) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Wilmington, NC and has over 22 years of experience in the finance industry. Kathryn Oswald 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.
Daniel Owen (CRD# 5609433) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, NC and has over 15 years of experience in the finance industry.
Maria Papageorgiou-Mcgrath (CRD# 2270360) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wilmington, NC and has over 31 years of experience in the finance industry. Maria Papageorgiou-Mcgrath 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.
David Parsons (CRD# 856871) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 27 years of experience in the finance industry. David Parsons 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.
William Patterson (CRD# 2860989) is an Investment Advisor Representative working at Rockefeller Capital Management in Wilmington, NC and has over 24 years of experience in the finance industry.
Joe Pearce (CRD# 3054851) is an Investment Advisor Representative working at The Strategic Financial Alliance in Wilmington, NC and has over 25 years of experience in the finance industry.