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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
Whitley Mott (CRD# 1050211) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 41 years of experience in the finance industry.
Oliver Orzal (CRD# 3217093) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Kingman Penniman (CRD# 6918065) is an Investment Advisor Representative working at The Alchemist Fund in Montpelier, VT and has 1 year of experience in the finance industry.
Laura Plourde (CRD# 2178342) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 28 years of experience in the finance industry. Laura Plourde 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 Randall (CRD# 2891390) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 19 years of experience in the finance industry.
Neil Resnik (CRD# 716435) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry.
Timothy Ryder (CRD# 3096529) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Tim Sampson (CRD# 2296810) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 31 years of experience in the finance industry.
Kathryne Stuempert (CRD# 3005680) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 26 years of experience in the finance industry.
Gregory Teese (CRD# 2135269) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 28 years of experience in the finance industry.