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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 Dunne (CRD# 4337633) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 5 years of experience in the finance industry.
Rebecca Dunne (CRD# 3236752) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 21 years of experience in the finance industry.
Derek Eddy (CRD# 5648908) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 14 years of experience in the finance industry.
Robert Eddy (CRD# 75378) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 31 years of experience in the finance industry.
Craig Eilers (CRD# 1816141) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waitsfield, VT and has over 30 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.
Michael Fletcher (CRD# 4764058) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 15 years of experience in the finance industry.
Priscilla Gilbert (CRD# 4185541) is an Investment Advisor Representative working at Centerpoint Financial, Inc. in Montpelier, VT and has over 23 years of experience in the finance industry. Priscilla Gilbert 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.
David Gold (CRD# 6360495) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 9 years of experience in the finance industry.
Thomas Golonka (CRD# 2209094) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 32 years of experience in the finance industry. Thomas Golonka 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.