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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
Thomas A Munroe, CPWA®
Senior Vice PresidentWealth Management Advisor
Thomas Munroe (CRD# 1627192) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Rapids, MI and has over 30 years of experience in the finance industry.
Tom has been a financial advisor with Merrill Lynch since 1989. He holds a degree from the University of Michigan in Economics. Tom has been designated by Bank of America Merrill Lynch as a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients...
Randall Norden (CRD# 2732578) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 26 years of experience in the finance industry.
Richard Northuis (CRD# 1564297) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Muskegon, MI and has over 37 years of experience in the finance industry.
Rebecca Novak (CRD# 5972326) is an Investment Advisor Representative working at Lpl Financial LLC in Muskegon, MI and has over 6 years of experience in the finance industry.
Scott Oosting (CRD# 1738762) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Fremont, MI and has over 36 years of experience in the finance industry.
James Panozzo (CRD# 4351371) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muskegon, MI and has over 23 years of experience in the finance industry.
Michael Poland (CRD# 1953230) is an Investment Advisor Representative working at Braeburn Wealth Management, LLC in Muskegon, MI and has over 34 years of experience in the finance industry.
Melea Price (CRD# 5267677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fremont, MI and has over 15 years of experience in the finance industry.
Mark Roller (CRD# 2362449) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 30 years of experience in the finance industry.
Theresa Schaefer (CRD# 2580396) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Muskegon, MI and has over 25 years of experience in the finance industry.