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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
William Lewis (CRD# 2533143) is an Investment Advisor Representative working at Morgan Stanley in Vero Beach, FL and has over 29 years of experience in the finance industry.
Ken Ligon (CRD# 2128746) is an Investment Advisor Representative working at Professional Advisory Services Inc. in Vero Beach, FL and has over 31 years of experience in the finance industry.
Maureen Lord (CRD# 5093968) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vero Beach, FL and has over 11 years of experience in the finance industry.
Daniel Mace (CRD# 4309545) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.
Betty Marzec (CRD# 6837268) is an Investment Advisor Representative working at Edward Jones in Vero Beach, FL and has over 6 years of experience in the finance industry.
Gregory Mathey (CRD# 2752184) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Port Saint Lucie, FL and has over 26 years of experience in the finance industry.
David McGuire (CRD# 4064564) is an Investment Advisor Representative working at Latitude Advisors, LLC in Fort Pierce, FL and has over 24 years of experience in the finance industry.
James Mark McLaughlin (CRD# 1106761) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 41 years of experience in the finance industry.
Joy Mead (CRD# 1730787) is an Investment Advisor Representative working at Mead Wealth Management LLC in Vero Beach, FL and has over 35 years of experience in the finance industry.
Sharon Merkle (CRD# 3222580) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.