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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
Daniel Smith (CRD# 6344112) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 7 years of experience in the finance industry.
Victoria Staebler (CRD# 4361476) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 19 years of experience in the finance industry.
Corey Stein (CRD# 5989270) is an Investment Advisor Representative working at Captrust in Wellesley Hills, MA and has over 12 years of experience in the finance industry.
Martin Stocklan (CRD# 839232) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 43 years of experience in the finance industry.
Gerald Sweeney (CRD# 2888968) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 26 years of experience in the finance industry.
Judith Taras (CRD# 2472295) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 29 years of experience in the finance industry.
Sujitha Thiruvazhi (CRD# 6571932) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 7 years of experience in the finance industry.
Khatuna Tkebuchava (CRD# 6401280) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 8 years of experience in the finance industry.
James Tomoda (CRD# 4172887) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 23 years of experience in the finance industry.
John Trickett (CRD# 4568929) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 21 years of experience in the finance industry.