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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
Brenda D'arville (CRD# 2953562) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dunnellon, FL and has over 26 years of experience in the finance industry.
Matthew Davis (CRD# 6922164) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Inverness, FL and has over 6 years of experience in the finance industry.
Amy Delapaz (CRD# 5400602) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Hernando, FL and has over 16 years of experience in the finance industry.
Joseph Di Vincenzo (CRD# 5812625) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry. Joseph Di Vincenzo 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.
Bradley Easom (CRD# 3077764) is an Investment Advisor Representative working at Planmember Securities Corporation in Dunnellon, FL and has over 16 years of experience in the finance industry.
Yvonne Emeric (CRD# 4437771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ocala, FL and has over 21 years of experience in the finance industry.
Lisa Esteves-Dixon (CRD# 2274989) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Inverness, FL and has over 22 years of experience in the finance industry. Lisa Esteves-Dixon 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.
Brian Fitzpatrick (CRD# 5654420) is an Investment Advisor Representative working at Edward Jones in Inverness, FL and has over 14 years of experience in the finance industry.
Patrick Fitzpatrick (CRD# 5829040) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Brooksville, FL and has over 13 years of experience in the finance industry.
Alex Fontana (CRD# 6262964) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ocala, FL and has over 10 years of experience in the finance industry. Alex Fontana 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.