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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
Timothy Willis (CRD# 3113500) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 25 years of experience in the finance industry.
Stephen Wiper (CRD# 2295295) is an Investment Advisor Representative working at Advice And Planning Services in Hyannis, MA and has over 31 years of experience in the finance industry.
Carrie Woods (CRD# 6674927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
Diane Woolf (CRD# 2548648) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 15 years of experience in the finance industry.
Evelyn Young (CRD# 4857888) is an Investment Advisor Representative working at Lpl Financial LLC in Cotuit, MA and has over 19 years of experience in the finance industry. Evelyn Young 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.
Justin Adomunes (CRD# 5708468) is an Investment Advisor Representative working at Commonwealth Financial Network in Hyannis, MA and has over 14 years of experience in the finance industry.
Igor Avelar (CRD# 7262373) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Orleans, MA and has over 4 years of experience in the finance industry.
Egle Bakunaite (CRD# 7312075) is an Investment Advisor Representative working at Morgan Stanley in Hyannis, MA and has 1 year of experience in the finance industry.
Gregory Barry (CRD# 5078410) is an Investment Advisor Representative working at Norcross Capital Management LLC in South Chatham, MA and has over 18 years of experience in the finance industry.
Simon Bloomfield (CRD# 4943708) is an Investment Advisor Representative working at Eagle Strategies LLC in Brewster, MA and has over 19 years of experience in the finance industry.