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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
Christopher Downs (CRD# 2327623) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 30 years of experience in the finance industry.
Douglas Dray (CRD# 6939527) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 5 years of experience in the finance industry.
Theodore Dunham (CRD# 1397843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 38 years of experience in the finance industry.
Stacey Dunn Padilla (CRD# 6401049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 9 years of experience in the finance industry.
James Dwyer (CRD# 4204088) is an Investment Advisor Representative working at Ep Wealth Advisors in Chandler, AZ and has over 23 years of experience in the finance industry. James Dwyer 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.
Monica Ely (CRD# 1221278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 40 years of experience in the finance industry.
Kieron Flint (CRD# 4614569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gilbert, AZ and has over 21 years of experience in the finance industry.
Richard Forscutt (CRD# 5961340) is an Investment Advisor Representative working at Money Concepts Advisory Service in Sun Lakes, AZ and has over 12 years of experience in the finance industry.
Timothy Fowler (CRD# 6099830) is an Investment Advisor Representative working at Morgan Stanley in Gilbert, AZ and has over 11 years of experience in the finance industry.
Jason Freiwald (CRD# 2421932) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chandler, AZ and has over 30 years of experience in the finance industry. Jason Freiwald 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.