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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
Emily Box (CRD# 6933574) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 5 years of experience in the finance industry.
Thomas Boyd (CRD# 2786611) is an Investment Advisor Representative working at Coral Reef Advisors LLC in Ponte Vedra Beach, FL and has over 27 years of experience in the finance industry.
Patrick Brannam (CRD# 4578959) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ponte Vedra Beach, FL and has over 21 years of experience in the finance industry.
Ferol Brechler (CRD# 4255130) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry.
Barrington Brower (CRD# 2144428) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Ponte Vedra Beach, FL and has over 31 years of experience in the finance industry.
Nicholas Buglisi (CRD# 5161019) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 17 years of experience in the finance industry.
Joseph Carnley (CRD# 3013678) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Ponte Vedra Beach, FL and has over 26 years of experience in the finance industry. Joseph Carnley 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.
Claudia Castellano (CRD# 6862327) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ponte Vedra Beach, FL and has over 6 years of experience in the finance industry.
Wai Chan (CRD# 4307578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 9 years of experience in the finance industry.
David Childers (CRD# 45735) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Ponte Vedra Beach, FL and has over 33 years of experience in the finance industry.