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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
Travis Unger (CRD# 7022145) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 5 years of experience in the finance industry.
Paul Valente (CRD# 5102812) is an Investment Advisor Representative working at Lpl Financial LLC in Middlebury, VT and has over 15 years of experience in the finance industry.
Anthony Vitagliano (CRD# 2951676) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 26 years of experience in the finance industry.
William Walsh (CRD# 3049060) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 25 years of experience in the finance industry. William 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.
Antoine Williams (CRD# 2072136) is an Investment Advisor Representative working at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT and has over 25 years of experience in the finance industry.
Mary Williams (CRD# 6580834) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 17 years of experience in the finance industry. Mary Williams 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.
Beth Wilson (CRD# 5847933) is an Investment Advisor Representative working at Poulos Advisors, Inc. in South Burlington, VT and has over 13 years of experience in the finance industry.
Blair Wolston (CRD# 6719618) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 7 years of experience in the finance industry.
Douglas Wood (CRD# 1291418) is an Investment Advisor Representative working at Sandalwood Investment Group in South Burlington, VT and has over 20 years of experience in the finance industry.
Matthew Wootten (CRD# 4386014) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 22 years of experience in the finance industry.