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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
Patricia Phillips (CRD# 4563980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 16 years of experience in the finance industry.
Ellen Pumphret (CRD# 2477361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 28 years of experience in the finance industry.
Daniel Rabatsky (CRD# 3063277) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Wellesley Hills, MA and has over 25 years of experience in the finance industry.
Amy Resnic (CRD# 2382217) is an Investment Advisor Representative working at Captrust in Wellesley Hills, MA and has over 30 years of experience in the finance industry.
Bradley Riedl (CRD# 5591087) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 15 years of experience in the finance industry.
Marcell Robateau (CRD# 6650969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 6 years of experience in the finance industry.
James Rochford (CRD# 1990233) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 34 years of experience in the finance industry.
Leonard Schmidt (CRD# 1826693) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 35 years of experience in the finance industry.
Michael Schreiber (CRD# 1659555) is an Investment Advisor Representative working at Captrust in Wellesley Hills, MA and has over 37 years of experience in the finance industry.
Matthew Sherman (CRD# 5926474) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 11 years of experience in the finance industry.