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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...
Frank Curcio (CRD# 1333481) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Jupiter, FL and has over 34 years of experience in the finance industry.
Lee Curtis (CRD# 4847973) is an Investment Advisor Representative working at Edward Jones in Hobe Sound, FL and has over 17 years of experience in the finance industry.
Connor D'orio (CRD# 7005907) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vero Beach, FL and has over 5 years of experience in the finance industry.
Michael Dadko (CRD# 3051362) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Stuart, FL and has over 25 years of experience in the finance industry. Michael Dadko 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.
Sean Daley (CRD# 4581941) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Stuart, FL and has over 21 years of experience in the finance industry.
Pamela Dallas (CRD# 6423693) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stuart, FL and has over 8 years of experience in the finance industry.
Greg Dangar (CRD# 4614804) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 21 years of experience in the finance industry.
Charles Daniels (CRD# 5438221) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 16 years of experience in the finance industry.
Sharon Daniels (CRD# 1242783) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 37 years of experience in the finance industry.
Kenneth Darnell (CRD# 4916114) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Vero Beach, FL and has over 18 years of experience in the finance industry.