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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
Tracy Miller (CRD# 6011932) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Miamisburg, OH and has over 7 years of experience in the finance industry.
Grant Mooi (CRD# 5195485) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 17 years of experience in the finance industry.
Lauren Morgan (CRD# 6384832) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Miamisburg, OH and has over 7 years of experience in the finance industry.
Shawn Morris (CRD# 4537666) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 20 years of experience in the finance industry.
Beverly Muller Ridgway (CRD# 2139444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 32 years of experience in the finance industry.
Cassandra Nelson (CRD# 2034631) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 19 years of experience in the finance industry.
Shaun Nicholson (CRD# 729670) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 42 years of experience in the finance industry.
Matthew Palmer (CRD# 5531725) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 15 years of experience in the finance industry.
Joy Pascoe (CRD# 5575715) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Miamisburg, OH and has over 15 years of experience in the finance industry.
David Patmann (CRD# 2839878) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miamisburg, OH and has over 26 years of experience in the finance industry.