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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
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.
George Mitchell (CRD# 7272109) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 3 years of experience in the finance industry.
Leo Connolly (CRD# 1138454) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 37 years of experience in the finance industry.
Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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.
Patrick Dunn (CRD# 2583457) is an Investment Advisor Representative working at Primerica Advisors in Brandon, VT and has over 29 years of experience in the finance industry.
Marilyn Edgerton (CRD# 4876054) is an Investment Advisor Representative working at Financial Advisory Services in Gaysville, VT and has 1 year of experience in the finance industry. Marilyn Edgerton 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.
Craig Eilers (CRD# 1816141) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waitsfield, VT and has over 30 years of experience in the finance industry.
Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Willsboro, NY and has over 21 years of experience in the finance industry.
Brandon Gorman (CRD# 7055297) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 5 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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.