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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
Brian Vendig (CRD# 5964397) is an Investment Advisor Representative working at Mjp Wealth Advisors in Farmington, CT and has over 12 years of experience in the finance industry.
Michael Walsh (CRD# 2408278) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 30 years of experience in the finance industry.
Jonathan Webb (CRD# 2445591) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 28 years of experience in the finance industry. Jonathan Webb 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.
Carol Whelan (CRD# 2133288) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Farmington, CT and has over 23 years of experience in the finance industry.
Emily Wood (CRD# 6012530) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 8 years of experience in the finance industry. Emily Wood 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.
Matthew Woods Weber (CRD# 5244285) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 17 years of experience in the finance industry. Matthew Woods Weber 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.
Michael Woolfolk (CRD# 6838816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 6 years of experience in the finance industry.
Robert Worgaftik (CRD# 870270) is an Investment Advisor Representative working at Park Avenue Securities LLC in Farmington, CT and has over 43 years of experience in the finance industry. Robert Worgaftik 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.
James Beyer (CRD# 7239632) is an Investment Advisor Representative working at Brokers Financial in Farmington, CT and has over 4 years of experience in the finance industry.
Matthew Bonvicini (CRD# 7439992) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 2 years of experience in the finance industry. Matthew Bonvicini 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.