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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
Taft Stephenson (CRD# 2649314) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 28 years of experience in the finance industry.
Michael Tunney (CRD# 2835371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, NC and has over 27 years of experience in the finance industry.
Kelley Tyson (CRD# 5650880) is an Investment Advisor Representative working at Edward Jones in Jacksonville, NC and has over 15 years of experience in the finance industry.
Adam Vandamme (CRD# 6298039) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wilmington, NC and has over 9 years of experience in the finance industry.
William Vestal (CRD# 4588955) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 22 years of experience in the finance industry.
Kevin Wagner (CRD# 1070463) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jacksonville, NC and has over 41 years of experience in the finance industry.
James Wawner (CRD# 6757516) is an Investment Advisor Representative working at Edward Jones in Wilmington, NC and has over 7 years of experience in the finance industry.
Matthew Weissman (CRD# 4731319) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Wilmington, NC and has over 12 years of experience in the finance industry. Matthew Weissman 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.
Mara Wessell (CRD# 4396928) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 22 years of experience in the finance industry.
Josiah Whitten (CRD# 6357031) is an Investment Advisor Representative working at Cg Advisory Services in Hampstead, NC and has over 9 years of experience in the finance industry.