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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
Deborah Gwizd (CRD# 1200797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 36 years of experience in the finance industry.
David Harmon (CRD# 1505722) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mashpee, MA and has over 36 years of experience in the finance industry.
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she...
Robert Hill (CRD# 1632043) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in East Harwich, MA and has over 37 years of experience in the finance industry.
Lindsay Hixon (CRD# 5293745) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 16 years of experience in the finance industry.
Drew Howard (CRD# 5420992) is an Investment Advisor Representative working at Edward Jones in South Yarmouth, MA and has over 16 years of experience in the finance industry.
Justin Hudock (CRD# 2909908) is an Investment Advisor Representative working at Starboard Wealth Management, LLC in Marstons Mills, MA and has over 8 years of experience in the finance industry.
Timothy Johnson (CRD# 874358) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in East Harwich, MA and has over 42 years of experience in the finance industry.
Matthew Keeling (CRD# 2629334) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry. Matthew Keeling 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.
Elizabeth Lacroix (CRD# 4388271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.