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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
Traci Diblasio (CRD# 4341009) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Weaverville, NC and has over 23 years of experience in the finance industry. Traci Diblasio 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.
Mariah Dockery (CRD# 6251924) is an Investment Advisor Representative working at Credit Union Investment Services in Asheville, NC and has over 10 years of experience in the finance industry.
Matthew Donohue (CRD# 6602240) is an Investment Advisor Representative working at Colton Groome Financial Advisors, LLC in Asheville, NC and has over 8 years of experience in the finance industry. Matthew Donohue 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.
Robert Dotson (CRD# 2508516) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hendersonville, NC and has over 29 years of experience in the finance industry.
Kenneth Downer (CRD# 4480846) is an Investment Advisor Representative working at Kenneth Frenke & Co in Arden, NC and has over 24 years of experience in the finance industry. Kenneth Downer 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.
Mariah Doyle (CRD# 6446937) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Asheville, NC and has over 8 years of experience in the finance industry. Mariah Doyle 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.
Ollin Driver (CRD# 1275293) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Asheville, NC and has over 37 years of experience in the finance industry.
Matt Edwards (CRD# 3055644) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Asheville, NC and has over 25 years of experience in the finance industry.
Douglas English (CRD# 2532448) is an Investment Advisor Representative working at Act Advisors in Asheville, NC and has over 29 years of experience in the finance industry. Douglas English 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.
Raymond Ezell (CRD# 4204897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 23 years of experience in the finance industry.