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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
One major event can have a profound effect on one’s life, changing dreams and sending you down a different path. Such an event changed Thomas Blottenberger’s life. Becoming a doctor was once on the horizon. Yet, midstream in his college education, Thomas’ grandfather was in need of heart bypass surgery and a valve replacement. He never returned home – never recovering after spending eight months in a coma. Thomas was witness to the pain, suffering, and financial hardship his family experienced.
Thomas knew immediately that he needed to do something to prevent this tragedy from happening...
Cody Azzi (CRD# 6598320) is an Investment Advisor Representative working at Edward Jones in Palm City, FL and has over 6 years of experience in the finance industry.
David Bradford (CRD# 6636368) is an Investment Advisor Representative working at Edward Jones in Palm City, FL and has over 7 years of experience in the finance industry.
Bryce Buchanan (CRD# 6313156) is an Investment Advisor Representative working at Edward Jones in Palm City, FL and has over 9 years of experience in the finance industry.
William Clifton (CRD# 1503440) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palm City, FL and has over 37 years of experience in the finance industry.
Laurence Epstein (CRD# 1670067) is an Investment Advisor Representative working at Lpl Financial LLC in Palm City, FL and has over 36 years of experience in the finance industry. Laurence Epstein 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.
Curtis Gilbert (CRD# 2914738) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palm City, FL and has over 23 years of experience in the finance industry.
Jesse Griffin (CRD# 1165095) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Palm City, FL and has over 35 years of experience in the finance industry. Jesse Griffin 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.
Edward Kemm (CRD# 2510325) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Palm City, FL and has over 9 years of experience in the finance industry.
Thomas Koehler (CRD# 4466901) is an Investment Advisor Representative working at Grant Koehler & Levin Ltd. in Palm City, FL and has over 24 years of experience in the finance industry.