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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
Russell Stoeckler (CRD# 2478564) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 29 years of experience in the finance industry.
Ford Stokes (CRD# 6449693) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Ponte Vedra, FL and has over 7 years of experience in the finance industry.
William Tomes (CRD# 2300545) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 26 years of experience in the finance industry. William Tomes 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.
Matthew Underwood (CRD# 5725266) is an Investment Advisor Representative working at Lincoln Investment in Ponte Vedra, FL and has over 14 years of experience in the finance industry.
Beverly Whitman (CRD# 6264375) is an Investment Advisor Representative working at Highland Investment Advisors LLC in Ponte Vedra, FL and has over 5 years of experience in the finance industry. Beverly Whitman 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.
Reid Winder (CRD# 3000701) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 25 years of experience in the finance industry.
Keith Winter (CRD# 2874927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ponte Vedra, FL and has over 26 years of experience in the finance industry.
Daryl Bartkunsky (CRD# 7861383) is an Investment Advisor Representative working at Caleo Capital N.a. LLC in Ponte Vedra, FL and has 1 year of experience in the finance industry.
Zachary Bond-Stefo (CRD# 7141122) is an Investment Advisor Representative working at Rockefeller Capital Management in Ponte Vedra, FL and has over 4 years of experience in the finance industry.
James Cargill (CRD# 6893444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra, FL and has over 6 years of experience in the finance industry.