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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
Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 18 years of experience in the finance industry.
David Bostick (CRD# 1914024) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 26 years of experience in the finance industry.
Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry. Brian Branda 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.
Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 30 years of experience in the finance industry. Michael Branda 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.
Richard Briand (CRD# 1045809) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Paul Briody (CRD# 1715024) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 33 years of experience in the finance industry. Paul Briody 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.
Melanie Brown (CRD# 4708529) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 19 years of experience in the finance industry.
Neil Callahan (CRD# 1822352) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 35 years of experience in the finance industry.
Christopher Capano (CRD# 2033819) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 18 years of experience in the finance industry.
Clara Charlebois Melendy (CRD# 2097170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middlebury, VT and has over 27 years of experience in the finance industry.