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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
Colin Kelly (CRD# 5172923) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 17 years of experience in the finance industry.
Sarah Kennedy (CRD# 5795366) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Darien, CT and has over 11 years of experience in the finance industry.
Jeffrey Kobernick (CRD# 2378888) is an Investment Advisor Representative working at New Edge Wealth in Darien, CT and has over 30 years of experience in the finance industry.
Christopher Kory (CRD# 2244786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Darien, CT and has over 31 years of experience in the finance industry.
Robert Leahy (CRD# 2079799) is an Investment Advisor Representative working at Mfc Portfolios, Inc. in Darien, CT and has over 33 years of experience in the finance industry. Robert Leahy 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.
Antoinette Lombardi (CRD# 1842092) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Darien, CT and has over 14 years of experience in the finance industry.
Aurora Maher (CRD# 4405137) is an Investment Advisor Representative working at Amfa LLC in Darien, CT and has over 18 years of experience in the finance industry.
Lane Marmon (CRD# 6562398) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 8 years of experience in the finance industry.
Thatcher Martin (CRD# 4556551) is an Investment Advisor Representative working at Spree Capital Advisers in Darien, CT and has over 20 years of experience in the finance industry.
Andrew Maurer (CRD# 5249246) is an Investment Advisor Representative working at Scott Capital Partners in Darien, CT and has over 6 years of experience in the finance industry.