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Distance Only Middlebury, VT
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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
Clara Charlebois Melendy (CRD# 2097170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, VT and has over 27 years of experience in the finance industry.
Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 13 years of experience in the finance industry.
Jacob Haigh (CRD# 5068661) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 18 years of experience in the finance industry.
Stuart Stevens (CRD# 5929103) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 11 years of experience in the finance industry.
Matthew Wootten (CRD# 4386014) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 22 years of experience in the finance industry.
Skylar Atkins (CRD# 7376833) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 3 years of experience in the finance industry.
Robert Fjeld (CRD# 7272113) is an Investment Advisor Representative working at Capital Cities Investments in Middlebury, VT and has over 3 years of experience in the finance industry.
Megan Mandigo (CRD# 7586904) 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 (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.