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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
John McVeigh (CRD# 330547) is an Investment Advisor Representative working at Upland Capital Management, LLC in Savannah, GA and has over 36 years of experience in the finance industry.
Michael Mella (CRD# 1295629) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Savannah, GA and has over 39 years of experience in the finance industry.
Mona Mikell (CRD# 1434906) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 26 years of experience in the finance industry.
Alan Mooneyham (CRD# 1637292) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, SC and has over 37 years of experience in the finance industry. Alan Mooneyham 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.
Ryan Murphy (CRD# 4332032) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 23 years of experience in the finance industry.
Michael Owens (CRD# 6389130) is an Investment Advisor Representative working at Edward Jones in Savannah, GA and has over 9 years of experience in the finance industry.
Robert Pace (CRD# 4964310) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 18 years of experience in the finance industry.
Theresa Palmer (CRD# 3124959) is an Investment Advisor Representative working at Edward Jones in Pooler, GA and has over 16 years of experience in the finance industry.
Justin Parker (CRD# 6443768) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pooler, GA and has over 7 years of experience in the finance industry.
Jennifer Pearson (CRD# 4657403) is an Investment Advisor Representative working at Rockefeller Capital Management in Savannah, GA and has over 3 years of experience in the finance industry.