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Distance Only New Canaan, CT
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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
Allison Donaldson (CRD# 2209598) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 31 years of experience in the finance industry. Allison Donaldson 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.
Cameron Edwards (CRD# 6496639) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 7 years of experience in the finance industry.
Nessa Englebright (CRD# 5221086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 17 years of experience in the finance industry.
Craig Foster (CRD# 2426050) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Canaan, CT and has over 30 years of experience in the finance industry.
Maria Frattaroli (CRD# 1065095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 26 years of experience in the finance industry.
Alexandre Grantcharov (CRD# 4568748) is an Investment Advisor Representative working at Edward Jones in New Canaan, CT and has over 21 years of experience in the finance industry.
Robert Guere (CRD# 2658063) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 28 years of experience in the finance industry.
Jenny Harrington (CRD# 2890383) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has over 26 years of experience in the finance industry.
Matthew Heisler (CRD# 4520746) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 21 years of experience in the finance industry.
Brian Hetherington (CRD# 1398331) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 38 years of experience in the finance industry.