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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
Denise Roberts (CRD# 5106829) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Aspen, CO and has over 14 years of experience in the finance industry.
Christopher Ryan (CRD# 1297268) is an Investment Advisor Representative working at Ryan Investments in Aspen, CO and has over 23 years of experience in the finance industry.
Michael Sailor (CRD# 1366672) is an Investment Advisor Representative working at Aspen Asset Management Inc. in Aspen, CO and has over 38 years of experience in the finance industry.
Phyllis Scruggs (CRD# 1978398) is an Investment Advisor Representative working at Waddell & Associates, LLC in Aspen, CO and has over 31 years of experience in the finance industry. Phyllis Scruggs 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.
Jeffrey Sgroi (CRD# 3190610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 24 years of experience in the finance industry. Jeffrey Sgroi 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.
Adam Stevenson (CRD# 5560128) is an Investment Advisor Representative working at Stevenson Advisors, LLC in Aspen, CO and has over 15 years of experience in the finance industry.
William Swanson (CRD# 870561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 43 years of experience in the finance industry.
Colleen Walsh (CRD# 5400613) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Aspen, CO and has over 16 years of experience in the finance industry.
Brian Brady (CRD# 7400479) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.
Kim Brown (CRD# 7458614) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.