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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
Sarah Brookes-Governo (CRD# 5062978) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 17 years of experience in the finance industry.
John Caputo (CRD# 1438003) is an Investment Advisor Representative working at Wells Fargo Advisors in West Lebanon, NH and has over 38 years of experience in the finance industry.
Ralph Caputo (CRD# 40155) is an Investment Advisor Representative working at Wells Fargo Advisors in West Lebanon, NH and has over 40 years of experience in the finance industry.
Jeremy Carroll (CRD# 6548090) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 8 years of experience in the finance industry.
Heidi Chamberlain (CRD# 2563489) is an Investment Advisor Representative working at Morgan Stanley in Rutland, VT and has over 28 years of experience in the finance industry.
Clara Charlebois Melendy (CRD# 2097170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, VT and has over 27 years of experience in the finance industry.
Thomas Colbert (CRD# 1444458) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Berlin, VT and has over 37 years of experience in the finance industry.
Leo Connolly (CRD# 1138454) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 37 years of experience in the finance industry.
Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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.
Donald Devost (CRD# 5831328) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has over 13 years of experience in the finance industry.