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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
Morgan Roberts (CRD# 4605031) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.
Matthew Sauer (CRD# 4956859) is an Investment Advisor Representative working at Mds Wealth Advisors, LLC in Williamstown, MA and has over 19 years of experience in the finance industry.
Griffin Sivret (CRD# 5712337) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 14 years of experience in the finance industry. Griffin Sivret 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.
Neal Solomon (CRD# 1251922) is an Investment Advisor Representative working at Wealthpro, LLC in Wilton, NY and has over 40 years of experience in the finance industry. Neal Solomon 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.
Lee Spivey (CRD# 3143532) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Manchester Center, VT and has over 25 years of experience in the finance industry. Lee Spivey 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.
Dominick Trimarchi (CRD# 1500576) is an Investment Advisor Representative working at Trimarc Wealth Management LLC in Saratoga, NY and has over 34 years of experience in the finance industry.
Brian Vargo (CRD# 6485087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manchester, VT and has over 8 years of experience in the finance industry.
Brian Vogel (CRD# 5730219) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.
Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
Timothy Wilson (CRD# 2503616) is an Investment Advisor Representative working at Wilson Advisors, LLC in Mechanicville, NY and has over 29 years of experience in the finance industry.