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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
Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 25 years of experience in the finance industry.
Daniel Bedard (CRD# 5791462) is an Investment Advisor Representative working at Lpl Financial LLC in Southbury, CT and has over 13 years of experience in the finance industry.
Timothy Blankenship (CRD# 3274923) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southbury, CT and has over 23 years of experience in the finance industry.
Gregory Bunger (CRD# 5248132) is an Investment Advisor Representative working at Kennedy Wealth And Tax Management, Inc. in Southbury, CT and has over 17 years of experience in the finance industry. Gregory Bunger 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.
Joan Buonocore (CRD# 4294101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 23 years of experience in the finance industry.
Emily Burr (CRD# 3220641) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Southbury, CT and has over 24 years of experience in the finance industry.
Carl Cascella (CRD# 874756) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 37 years of experience in the finance industry.
Jason Castaldi (CRD# 4987566) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southbury, CT and has over 18 years of experience in the finance industry.
Jeffrey Cole (CRD# 2916796) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southbury, CT and has over 23 years of experience in the finance industry. Jeffrey Cole 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.
Vincent Condon (CRD# 1258318) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southbury, CT and has over 40 years of experience in the finance industry.