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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
Jeffrey Morgan (CRD# 6499672) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 6 years of experience in the finance industry.
Anne Proukou (CRD# 6895377) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 5 years of experience in the finance industry.
Mara Wessell (CRD# 4396928) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 22 years of experience in the finance industry.
Josiah Whitten (CRD# 6357031) is an Investment Advisor Representative working at Cg Advisory Services in Hampstead, NC and has over 9 years of experience in the finance industry.
Sarah Baker (CRD# 7146544) is an Investment Advisor Representative working at Edward Jones in Hampstead, NC and has over 3 years of experience in the finance industry.
Mindy Gallina (CRD# 7603562) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Hampstead, NC and has 1 year of experience in the finance industry.
Walker Abney (CRD# 5248339) is an Investment Advisor Representative working at Tilia Fiduciary Partners, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry. Walker Abney 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.
Danielle Annechiarico (CRD# 5582433) is an Investment Advisor Representative working at Old North State Wealth Management, LLC in Wilmington, NC and has over 15 years of experience in the finance industry.
Christopher Barrett (CRD# 5191257) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry.
Leah Barrett (CRD# 6578594) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 6 years of experience in the finance industry.