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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
Daniel Maydwell (CRD# 7405857) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 2 years of experience in the finance industry.
Eileen McCaffrey (CRD# 7492044) is an Investment Advisor Representative working at Marble Trail Advisors in Middlebury, VT and has 1 year of experience in the finance industry. Eileen McCaffrey 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.
Carrie McDonnell (CRD# 7529640) is an Investment Advisor Representative working at One Day In July LLC in Rochester, VT and has over 2 years of experience in the finance industry.
Anik Mutsuddy (CRD# 7805196) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has 1 year of experience in the finance industry.
Kristine Pearsall (CRD# 2315636) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 9 years of experience in the finance industry.
Justin Pill (CRD# 7823505) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has 1 year of experience in the finance industry.
Connor Regan (CRD# 6763750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 5 years of experience in the finance industry.
Emily Sands (CRD# 5030687) is an Investment Advisor Representative working at Loudon Investment Management, LLC in West Lebanon, NH and has 1 year of experience in the finance industry.
Brooke Smith (CRD# 7385603) is an Investment Advisor Representative working at Private Advisor Group, LLC in Rutland, VT and has 1 year of experience in the finance industry.
Morgan Smith (CRD# 7171211) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Hanover, NH and has over 4 years of experience in the finance industry.