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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
Anthony Winkels (CRD# 6507599) is an Investment Advisor Representative working at Fortis Wealth Management in Tarboro, NC and has over 8 years of experience in the finance industry.
Rodney Woodard (CRD# 5581499) is an Investment Advisor Representative working at Edward Jones in Goldsboro, NC and has over 15 years of experience in the finance industry.
Susan Worrell-Bridgers (CRD# 4576245) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 21 years of experience in the finance industry.
Gerald Younge (CRD# 4551716) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Goldsboro, NC and has over 21 years of experience in the finance industry.
Kevin Zoltek (CRD# 4316596) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kinston, NC and has over 23 years of experience in the finance industry.
John Best (CRD# 4842656) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 19 years of experience in the finance industry. John Best 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.
Gentry Buchan (CRD# 6837013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilson, NC and has 1 year of experience in the finance industry.
Bonnie Celia (CRD# 5694612) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Kinston, NC and has over 14 years of experience in the finance industry.
Matthew Collier (CRD# 7646631) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Goldsboro, NC and has 1 year of experience in the finance industry.
Gary Davis (CRD# 5481326) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Zebulon, NC and has over 13 years of experience in the finance industry.