Distance Metro area (25 miles)
- 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
Stephen Pollard (CRD# 4640272) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Telluride, CO and has over 14 years of experience in the finance industry.
Rosemary Reed (CRD# 1602300) is an Investment Advisor Representative working at Delta Financial Group, Ltd. in Ridgway, CO and has over 29 years of experience in the finance industry. Rosemary Reed 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.