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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
Kevin Toohill (CRD# 3260857) is an Investment Advisor Representative working at Wells Fargo Advisors in Westport, CT and has over 24 years of experience in the finance industry.
Brandon Troiano (CRD# 6141338) is an Investment Advisor Representative working at Wells Fargo Advisors in Westport, CT and has over 8 years of experience in the finance industry.
Michael Tuozzoli (CRD# 2968504) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 21 years of experience in the finance industry.
Christopher Underhill (CRD# 2976049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westport, CT and has over 14 years of experience in the finance industry.
Michele Vendig (CRD# 4147218) is an Investment Advisor Representative working at Mjp Wealth Advisors in Westport, CT and has over 17 years of experience in the finance industry.
Heidy Villarroel (CRD# 5900560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 13 years of experience in the finance industry.
Paul Volpe (CRD# 2575508) is an Investment Advisor Representative working at Trivium Point Advisory, LLC in Westport, CT and has over 29 years of experience in the finance industry.
Kenneth Von Kohorn (CRD# 1163037) is an Investment Advisor Representative working at Von Kohorn Research & Advisory, Inc. in Westport, CT and has over 15 years of experience in the finance industry.
Maureen Walsh (CRD# 1164081) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westport, CT and has over 37 years of experience in the finance industry. Maureen Walsh 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.
Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Rmr Wealth Builders, Inc. in Westport, CT and has over 17 years of experience in the finance industry.