Distance Metro area (25 miles)
- 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
Elise Stevenson (CRD# 3032389) is an Investment Advisor Representative working at Clearvue Advisors LLC in Milton, MA and has over 20 years of experience in the finance industry. Elise Stevenson 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.
Francis Bailey (CRD# 4718626) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Milton, MA and has over 14 years of experience in the finance industry.