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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
Sarah Andrade (CRD# 6584321) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 7 years of experience in the finance industry.
Derek Andrews (CRD# 6369814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 9 years of experience in the finance industry.
Joe Andrews (CRD# 4733078) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 19 years of experience in the finance industry.
Jonathan Andrews (CRD# 5711021) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 12 years of experience in the finance industry.
Lloyd Archibald (CRD# 5971974) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.
Charles Armstrong (CRD# 5708101) is an Investment Advisor Representative working at D2 Capital Management in Jacksonville, FL and has over 13 years of experience in the finance industry.
Willie Arrington (CRD# 4279360) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 22 years of experience in the finance industry.
Charles Arroyo (CRD# 6837025) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 5 years of experience in the finance industry.
Rachel Artiste (CRD# 4733197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, FL and has over 13 years of experience in the finance industry.
As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.
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