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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
Robert Brafford (CRD# 6003277) is an Investment Advisor Representative working at Legacy One Wealth Management in Jamestown, NC and has over 12 years of experience in the finance industry.
Jessica Lambert (CRD# 6868152) is an Investment Advisor Representative working at Edward Jones in Jamestown, NC and has over 6 years of experience in the finance industry.
Martin Mc Farling (CRD# 4271041) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jamestown, NC and has over 23 years of experience in the finance industry.
Cordi Powell (CRD# 6021834) is an Investment Advisor Representative working at Favored Financial Planning in Jamestown, NC and has over 12 years of experience in the finance industry. Cordi Powell 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.
Gregory Schlaudecker (CRD# 2068741) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Jamestown, NC and has over 33 years of experience in the finance industry.
Connel Ware (CRD# 6147050) is an Investment Advisor Representative working at Edward Jones in Jamestown, NC and has over 11 years of experience in the finance industry.
Robert Garland (CRD# 6426594) is an Investment Advisor Representative working at Edward Jones in Jamestown, NC and has 1 year of experience in the finance industry.
Ann Zuraw (CRD# 4906373) has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication and a M.B.A. is from the University of California at Berkeley.
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.
Walter Abele (CRD# 6303334) is an Investment Advisor Representative working at Captrust in Greensboro, NC and has over 10 years of experience in the finance industry. Walter Abele 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 Abernethy (CRD# 1821508) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 35 years of experience in the finance industry.