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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
Ralph Caputo (CRD# 40155) is an Investment Advisor Representative working at Wells Fargo Advisors in West Lebanon, NH and has over 40 years of experience in the finance industry.
Jeremy Carroll (CRD# 6548090) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 8 years of experience in the finance industry.
Heidi Chamberlain (CRD# 2563489) is an Investment Advisor Representative working at Morgan Stanley in Rutland, VT and has over 28 years of experience in the finance industry.
Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 21 years of experience in the finance industry.
Leo Connolly (CRD# 1138454) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 37 years of experience in the finance industry.
David Dattilio (CRD# 6859349) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has over 6 years of experience in the finance industry.
Matthew Dattilio (CRD# 6143479) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 10 years of experience in the finance industry. Matthew Dattilio 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.
Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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.
Charles Dennis (CRD# 2123535) is an Investment Advisor Representative working at Wells Fargo Advisors in Hanover, NH and has over 33 years of experience in the finance industry.
Steven Dias (CRD# 4185234) is an Investment Advisor Representative working at Citizens Securities, Inc. in Montpelier, VT and has over 11 years of experience in the finance industry.