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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
Heidi Brosseau (CRD# 5927079) is an Investment Advisor Representative working at Edward Jones in Essex Junction, VT and has over 12 years of experience in the finance industry.
Leo Connolly (CRD# 1138454) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 37 years of experience in the finance industry.
Lisa Cruser (CRD# 6642220) is an Investment Advisor Representative working at Cuso Financial Services in Essex Junction, VT and has over 7 years of experience in the finance industry.
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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.
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 22 years of experience in the finance industry. John Davis 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.
Sheryl Davis (CRD# 2247621) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 27 years of experience in the finance industry.
Leslie Dee (CRD# 2073120) is an Investment Advisor Representative working at Advice And Planning Services in Williston, VT and has over 5 years of experience in the finance industry.
Steven Dias (CRD# 4185234) is an Investment Advisor Representative working at Citizens Securities, Inc. in Montpelier, VT and has over 11 years of experience in the finance industry.
Patrick Dunn (CRD# 2583457) is an Investment Advisor Representative working at Primerica Advisors in Brandon, VT and has over 29 years of experience in the finance industry.