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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
Danna Jacobs (CRD# 5366446) is an Investment Advisor Representative working at Legacy Care Wealth, LLC in Jersey City, NJ and has over 6 years of experience in the finance industry.
We love taking our family outdoors whenever possible, be it hiking, fishing, swimming, skiing, or other fun activities. My husband and I reside in Maplewood, NJ, have a 2 year old little boy, and a 3 year old mini-husky (Alaskan Klee Kai). I love working with other young families to provide the financial peace of mind and take the burden of managing their finances off of their plate so they can focus on what truly...
Christopher Kenneally (CRD# 2646535) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 26 years of experience in the finance industry.
Matthew Kitz (CRD# 2424707) is an Investment Advisor Representative working at Edward Jones in Westwood, NJ and has over 29 years of experience in the finance industry.
Adam Leone (CRD# 5653720) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Adam Leone 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 Lotito (CRD# 4610992) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 21 years of experience in the finance industry.
Suzanne Malik (CRD# 6888193) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 6 years of experience in the finance industry.
Michael Manginelli (CRD# 6135003) is an Investment Advisor Representative working at Fortis Group Advisors LLC in Westwood, NJ and has over 7 years of experience in the finance industry.
Peter McKenna (CRD# 1704977) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Peter McKenna 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.
Jennifer Murray-Johe (CRD# 4867719) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has 1 year of experience in the finance industry. Jennifer Murray-Johe 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.
Mindy Neira (CRD# 5940154) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 12 years of experience in the finance industry. Mindy Neira 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.
Neal Nolan (CRD# 4797840) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Westwood, NJ and has over 19 years of experience in the finance industry. Neal Nolan 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.