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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
Kristin Burns (CRD# 2066897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 24 years of experience in the finance industry.
Neil Callahan (CRD# 1822352) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 35 years of experience in the finance industry.
Christopher Capano (CRD# 2033819) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 19 years of experience in the finance industry.
David Carris (CRD# 2590930) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 28 years of experience in the finance industry.
Michael Castillo (CRD# 4449920) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry. Michael Castillo 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.
Jeffrey Clark (CRD# 5758187) is an Investment Advisor Representative working at Edward Jones in Burlington, VT and has over 13 years of experience in the finance industry.
Heidi Clute (CRD# 1010224) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 36 years of experience in the finance industry. Heidi Clute 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 Cohen (CRD# 4464330) is an Investment Advisor Representative working at Eagle Strategies LLC in Colchester, VT and has over 22 years of experience in the finance industry.
Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 31 years of experience in the finance industry.
Rodrique Cousino (CRD# 1019947) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.