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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
Robert Burns is an Executive Director, Wealth Partner, and Portfolio Manager1 with J.P. Morgan. As a principal of the Burns Nevins Wealth Management Group, he works directly with affluent investors to help them address the complexities of significant wealth.
With over 30 years of experience, Bob strives to be at the forefront of the financial services industry. During the course of his career, Bob has been a financial advisor at several leading firms. He also served as a branch manager, ran a private brokerage operation and was district leader for a New York Stock Exchange member firm. Bob joined...
Kurt Durrwachter (CRD# 4207020) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry. Kurt Durrwachter 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 Abitz (CRD# 2650834) is an Investment Advisor Representative working at Convergence Investment Partners, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Litzbeth Abrahams (CRD# 5650780) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
Robert Abramson (CRD# 2459986) is an Investment Advisor Representative working at Wells Fargo Advisors in Palm Beach Gardens, FL and has over 30 years of experience in the finance industry. Robert Abramson 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.
Gregory Adams (CRD# 4091348) is an Investment Advisor Representative working at Optimist Capital in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.
John Adams (CRD# 2591305) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 29 years of experience in the finance industry.
Brian Addis (CRD# 5838052) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.
Gary Adkin (CRD# 3084484) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Beach Gardens, FL and has over 25 years of experience in the finance industry.
Wendy Adler (CRD# 5103186) is an Investment Advisor Representative working at Lri Investments in Palm Beach Gardens, FL and has over 17 years of experience in the finance industry. Wendy Adler 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.