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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
Sharon Daniels (CRD# 1242783) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 37 years of experience in the finance industry.
David Darby (CRD# 2782447) is an Investment Advisor Representative working at Farther in Jupiter, FL and has over 27 years of experience in the finance industry.
Garrett Davis (CRD# 5545166) is an Investment Advisor Representative working at Sterling Capital Management LLC in Jupiter, FL and has over 14 years of experience in the finance industry.
Sarah Davis (CRD# 4658761) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Jupiter, FL and has over 16 years of experience in the finance industry.
Darren Dawson (CRD# 3108572) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 25 years of experience in the finance industry. Darren Dawson 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.
Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 41 years of experience in the finance industry.
Phillip Doherty (CRD# 2627491) is an Investment Advisor Representative working at Mml Investors Services, LLC in Jupiter, FL and has over 21 years of experience in the finance industry.
Kathleen Donnelly (CRD# 1030266) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 13 years of experience in the finance industry. Kathleen Donnelly 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.
Keith Dubauskas (CRD# 2539511) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 11 years of experience in the finance industry.
Mark Elliott (CRD# 1029049) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Jupiter, FL and has over 41 years of experience in the finance industry. Mark Elliott 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.