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Distance Only Greenfield, MA
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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
David Brady (CRD# 2191009) is an Investment Advisor Representative working at Gradient Wealth Management in Greenfield, MA and has over 32 years of experience in the finance industry.
Gordon Christiansen (CRD# 5837995) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 13 years of experience in the finance industry.
Stephen Colby (CRD# 5783647) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 6 years of experience in the finance industry.
David Donoghue (CRD# 6243834) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 10 years of experience in the finance industry.
Merrill Gagne (CRD# 5273252) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 16 years of experience in the finance industry.
Nicole Gorman (CRD# 7038423) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 5 years of experience in the finance industry.
Donald Graves (CRD# 2495633) is an Investment Advisor Representative working at Money Concepts Advisory Service in Greenfield, MA and has over 29 years of experience in the finance industry.
Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 29 years of experience in the finance industry. Jennifer Lane 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.
Wendy S. Marsden (CRD# 6596601) is an Investment Advisor Representative working at Prosperitea Planning in Greenfield, MA and has 1 year of experience in the finance industry. Wendy S. Marsden 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.
Brandon McFadden (CRD# 5927114) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 12 years of experience in the finance industry.