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Distance Only Newton, MA
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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
Matthew Whiting (CRD# 5189115) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 17 years of experience in the finance industry.
Alison Willig (CRD# 5385782) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newton, MA and has over 16 years of experience in the finance industry.
James Wood (CRD# 6484814) is an Investment Advisor Representative working at Insight Financial Strategists in Newton, MA and has over 9 years of experience in the finance industry.
William Yandow (CRD# 2447157) is an Investment Advisor Representative working at Monadnock Capital Partners, LLC in Newton, MA and has over 30 years of experience in the finance industry.
Kelley Bangs (CRD# 5076018) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has over 2 years of experience in the finance industry.
Matthew Barrand (CRD# 7534350) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has 1 year of experience in the finance industry.
Vivian Cam (CRD# 7661008) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has 1 year of experience in the finance industry.
Joseph Campedelli (CRD# 7545630) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Newton, MA and has 1 year of experience in the finance industry.
Judith Carlson-Wang (CRD# 2623525) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has over 28 years of experience in the finance industry.
Jon Duane (CRD# 7891206) is an Investment Advisor Representative working at Brock Hill Wealth Management in Newton, MA and has 1 year of experience in the finance industry.