Distance Metro area (25 miles)
- 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
Jeffery Ritchey (CRD# 4133089) is an Investment Advisor Representative working at Edward Jones in Orange City, FL and has over 16 years of experience in the finance industry. Jeffery Ritchey 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.
Mark Zavanelli (CRD# 2957965) is an Investment Advisor Representative working at Zpr Investment Management Inc. in Orange City, FL and has 1 year of experience in the finance industry.
Joseph Schroeder (CRD# 4633462) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orange City, FL and has over 13 years of experience in the finance industry.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
Sandy King (CRD# 5992503) is an Investment Advisor Representative working at Alconbury Trust L.l.c in Lake Mary, FL and has over 15 years of experience in the finance industry.
We work with British Nationals now living in the US or Americans who worked in the UK and built up pensions and investments in the UK. We have options for UK Pensions and investments if you are no longer returning to the UK.
Is your pension still in the UK? We provide assistance and advice relating to UK Pensions and investments.