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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
Matthew Berka (CRD# 6657120) is an Investment Advisor Representative working at Morgan Stanley in Sarasota, FL and has over 5 years of experience in the finance industry.
Jessica Bernhardt (CRD# 5782565) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakewood Ranch, FL and has over 13 years of experience in the finance industry.
Brett Best (CRD# 3186437) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Venice, FL and has over 24 years of experience in the finance industry.
Brian Best (CRD# 2561013) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bradenton, FL and has over 19 years of experience in the finance industry.
Ellen Binen-Milbrod (CRD# 4794372) is an Investment Advisor Representative working at Ellen Binen-milbrod Financial Services LLC in Bradenton, FL and has over 24 years of experience in the finance industry.
Bruce Bittles (CRD# 22276) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sarasota, FL and has 1 year of experience in the finance industry.
Jonathan Black (CRD# 5833827) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sarasota, FL and has over 12 years of experience in the finance industry.
Robert Black (CRD# 1145742) is an Investment Advisor Representative working at Prosperity Capital Advisors in Venice, FL and has over 29 years of experience in the finance industry.
Michael Blackmon (CRD# 844779) is an Investment Advisor Representative working at Cumberland Advisors in Sarasota, FL and has over 34 years of experience in the finance industry.
Kimberly Bleach (CRD# 5639414) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sarasota, FL and has over 14 years of experience in the finance industry. Kimberly Bleach 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.