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Distance Only West Palm Beach, FL
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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
Melissa Mills (CRD# 3118086) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Palm Beach, FL and has over 17 years of experience in the finance industry.
Robert Monahan (CRD# 1997136) is an Investment Advisor Representative working at Elevation Wealth Partners LLC in West Palm Beach, FL and has over 34 years of experience in the finance industry. Robert Monahan 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.
Daniel Morales (CRD# 1888522) is an Investment Advisor Representative working at Edward Jones in West Palm Beach, FL and has over 32 years of experience in the finance industry.
Kinsley Morrow (CRD# 5085171) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 15 years of experience in the finance industry.
Michelle Murray (CRD# 4396990) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 16 years of experience in the finance industry.
Russell Muser (CRD# 5110501) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Palm Beach, FL and has over 17 years of experience in the finance industry.
Zain Naqi (CRD# 1869010) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in West Palm Beach, FL and has over 34 years of experience in the finance industry.
Scott Neuenschwander (CRD# 3025994) is an Investment Advisor Representative working at State Farm Investment Management Corp. in West Palm Beach, FL and has 1 year of experience in the finance industry.
Flavia Nunes (CRD# 6774562) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Palm Beach, FL and has over 6 years of experience in the finance industry.
Stephen O'neill (CRD# 5987880) is an Investment Advisor Representative working at Rivernorth Capital Management, LLC in West Palm Beach, FL and has 1 year of experience in the finance industry.