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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
James Steele (CRD# 4015132) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 24 years of experience in the finance industry.
Shannon Vizza (CRD# 2535927) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 29 years of experience in the finance industry.
William Walbert (CRD# 1565544) is an Investment Advisor Representative working at Walbert Capital Management, LLC in New Canaan, CT and has over 36 years of experience in the finance industry.
G. Robin Wells (CRD# 7060093) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Canaan, CT and has over 5 years of experience in the finance industry.
Robert Wood (CRD# 2302562) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Canaan, CT and has over 29 years of experience in the finance industry.
Alexander Zaharoff (CRD# 4364151) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 15 years of experience in the finance industry.
Joseph Donaldson (CRD# 2801717) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 27 years of experience in the finance industry.
Sean Donovan (CRD# 7344876) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in New Canaan, CT and has 1 year of experience in the finance industry.
Anne Driscoll (CRD# 2927217) is an Investment Advisor Representative working at Advisory Services Network in New Canaan, CT and has over 26 years of experience in the finance industry.
Jacob Friar (CRD# 6431895) is an Investment Advisor Representative working at Gilman Hill Asset Management, LLC in New Canaan, CT and has 1 year of experience in the finance industry.