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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
Eric Kaplan (CRD# 2945918) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 26 years of experience in the finance industry.
Laura Karoly (CRD# 5170842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 11 years of experience in the finance industry.
Lisa Kautz (CRD# 3171665) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 25 years of experience in the finance industry.
Jessica Kelley (CRD# 5463876) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 13 years of experience in the finance industry.
Patrick Kilcoyne (CRD# 2231574) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 31 years of experience in the finance industry.
Daniel Kraft (CRD# 274682) is an Investment Advisor Representative working at Cambridge Trustee Advisors Inc. in Wellesley Hills, MA and has over 38 years of experience in the finance industry.
Paul Lam (CRD# 4413874) is an Investment Advisor Representative working at Edward Jones in Wellesley Hills, MA and has over 22 years of experience in the finance industry.
Reginald Lamb (CRD# 6476914) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 8 years of experience in the finance industry.
Julie Lynch (CRD# 1865180) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 35 years of experience in the finance industry.
Carol Marlowe (CRD# 5564951) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 15 years of experience in the finance industry.