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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
Michael Donnelly (CRD# 1374732) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 17 years of experience in the finance industry.
James Donohue (CRD# 3059069) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 25 years of experience in the finance industry. James Donohue 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.
Anne Doremus (CRD# 2266814) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 31 years of experience in the finance industry.
Jason Dubois (CRD# 2968693) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 23 years of experience in the finance industry.
Connor Duffy (CRD# 5545382) is an Investment Advisor Representative working at Morgan Stanley in Colchester, VT and has over 13 years of experience in the finance industry.
Eric Eklof (CRD# 4279878) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry. Eric Eklof 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.
George Ewins (CRD# 2460452) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 29 years of experience in the finance industry.
Graham Fisk (CRD# 6971361) is an Investment Advisor Representative working at Edward Jones in Essex Junction, VT and has over 5 years of experience in the finance industry.
Valerie Fitzgerald (CRD# 4513609) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 15 years of experience in the finance industry.
Matthew Flotteron (CRD# 5684942) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 6 years of experience in the finance industry.