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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
Justin Setter (CRD# 4783079) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 18 years of experience in the finance industry.
Dawn Shannon (CRD# 4189840) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 24 years of experience in the finance industry.
Martin Silverstrim (CRD# 7864865) is an Investment Advisor Representative working at Foresight Financial Planning LLC in Essex, VT and has 1 year of experience in the finance industry.
Matthew Sopher (CRD# 4820463) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Phoenix Suskin (CRD# 7055709) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 4 years of experience in the finance industry.
Dylan Torrey (CRD# 7514378) is an Investment Advisor Representative working at Obelisk Financial LLC in Milton, VT and has over 2 years of experience in the finance industry.
Erin Tress (CRD# 7271065) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 3 years of experience in the finance industry.
Timothy Walsh (CRD# 6204036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 4 years of experience in the finance industry.
Alexander White (CRD# 7865029) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has 1 year of experience in the finance industry.
Jacquelyn Winkler (CRD# 7373551) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 3 years of experience in the finance industry.