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Financial Consultants in Florida

Financial Consultants in Naples, FL

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228 results found

Donald Retallick Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Volunteer • Leader • Non-Profit • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Relations • Recruitment

Experience & Education

Position:
District Administrator at Little League Baseball & Softball, Financial Advisor at Rose...
Title:
Simplifying Retirement Planning
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Little League Baseball & Softball - District 27District Administratorsince Oct 2010Rose Financial Group - Naples, Florida AreaFinancial Advisorsince Dec 2008
Skills:
401k, Estate Planning, IRA Rollovers, Retirement Planning, Annuities, Insurance, Employee Benefits, ...
Full Profile

Chuck Weigel Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advertising Professional • Advertising Sales Agent • Sales Manager • Sales Director • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sales and Marketing Representative
Location:
Naples, Florida Area
Industry:
Marketing and Advertising
Work history:
Edward Jones - Naples, Florida AreaFinancial AdvisorMay 2012 - May 2013Messner Publications South Florida RepresentativeJan 2010 - Jul 2012
Skills:
Advertising, New Business Development, Promotions, Creative Development, Public Speaking, Writing,...
Languages:
English, Spanish, Portuguese
Full Profile

Jim Boxma Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher • Fiduciary • Trust Law Attorney • Lawyers • Advisor • Representative • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Adjunct Instructor at Rasmussen College - School of Business, Fiduciary Advisor / Investment...
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Rasmussen College - School of Business Adjunct Instructorsince Sep 2009Abernathy Financial Fiduciary Advisor / Investment Managersince Dec 2007
Skills:
Financial Organization, Business Strategy, Marketing Strategy
Jim Boxma is a Investment and Financial Advisor with Abernathy Financial
Full Profile

Ian Butler Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Butler • Advisor • Personal Care Aide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • School Administrator • Educational Manager • Chief Executive • Nurse • Nurse Practitioner

Experience & Education

Position:
Wealth Strategist at Merrill Lynch Wealth Management - The Butler Group
Title:
Financial Advisor at Merrill Lynch
Location:
Naples, Florida
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management - The Butler Group - Naples, Florida AreaWealth Strategistsince Nov 2011Morgan Stanley Smith Barney - Pelican Bay Financial Building, Naples, FloridaFinancial AdvisorMay 2011 - Dec 2011
Skills:
401k, Wealth Management, Fixed Annuities, Insurance, Series 7, Retirement Planning, Strategic...
Certifications:
Accredited Asset Management Specialist, College For Financial Planning
Full Profile

Christopher Rush Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Law Specialist • Lawyers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Litigation at Jonathan Tolentino PA
Location:
Naples, Florida
Industry:
Law Practice
Work history:
Jonathan Tolentino PA Litigationsince Apr 2002Morgan Stanley - Melbourne, Florida AreaFinancial AdvisorFeb 2001 - Mar 2002
Skills:
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Legal Writing, Intellectual...
Full Profile

Joseph Paiva Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Client Advisor at JPMorgan Chase
Title:
Private Client Advisor
Location:
Naples, Florida
Industry:
Investment Management
Work history:
JPMorgan Chase Private Client Advisorsince Apr 2012SunTrust Investment Services Financial AdvisorMay 2008 - Mar 2012
Full Profile

Paul Barlow Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Regional Sales Consultant • Sales Representative • Advisor • Model • Psychologist • Psychology Specialist • Chief Executive • Project Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Sales Consultant at Adhesion Wealth Advisor Solutions Inc
Location:
Naples, Florida
Industry:
Investment Management
Work history:
Adhesion Wealth Advisor Solutions Inc Regional Sales Consultantsince Aug 2013The Colony Group - Naples, Florida AreaFinancial Counselor & Florida LeadJan 2012 - Aug 2013
Full Profile

Noreen Jutkiewicz Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • DB Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
Overhead Reduction Specialist at Quantum Energy Services, Financial Advisor at Wells Fargo Advisors ...
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Quantum Energy Services Overhead Reduction Specialistsince Mar 2010Wells Fargo Advisors Fin'l Network dba Blue Heron Capital Mgmt Financial Advisorsince Oct 2005
Skills:
Investment products and services including municipal bonds, CDs, life insurance, annuities, managed ...
Full Profile

Megan Quinn Naples, FL

Professions & Specialties

Financial Consultant • Financial Center Manager • Financial Services Professional • Financial Services Sales Agent • Banker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney - Naples, Florida AreaFinancial Advisorsince Feb 2010Fifth Third Bank - Naples, Florida AreaFinancial Center ManagerMay 2006 - Jan 2010
Full Profile

Lj Knoll Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Sales • Vice President • Chief Executive • Model • Operations Manager • Bachelor of Science • Computer Software Professional • Information Specialist • IT Specialist • Software Developers • Government Service Executive • Government Administration Officer • Civil Servant • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Dedicated Financial Advisor
Location:
Naples, Florida
Industry:
Financial Services
Work history:
Edward Jones - 2930 Immokalee Rd, Naples, FloridaFinancial Advisorsince Jan 2011About Healthier Living Senior VP of SalesOct 2006 - Dec 2010
Full Profile

Brian Beane Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Supporting Member • Team Member • Customer Relations • Reference Librarian • Technician • Apprentice • Construction • Analysts • Librarian • Technical Specialist • Technical Support Specialists • Student Advisor • School Administrator • Educational Manager • Counselor Education Professor • Educational Counselor • Articled Clerk • Lawyers • Software Tester • Computer Specialist • Bachelor of Science • Sales Representative • Student Worker

Experience & Education

Position:
Financial Advisor, Junior Partner at J.C. Beane Financial Services, LLC, Financial Advisor, Junior...
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
J.C. Beane Financial Services, LLC Financial Advisor, Junior Partnersince Aug 2009The Presley Advisory Financial Advisor, Junior Associatesince Aug 2009
Skills:
Portfolio management, product research and analysis, and client relations
Full Profile

Diane Layton Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Human Resources Specialist • Recruitment • Bachelor of Science • Financial Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jun 1994
Skills:
To learn about my specialties, visit my web site at www, nmfn, com/dianelayton
Full Profile

Howard Isaacson Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Custodian • Custodial Worker • Cleaners • Fiduciary • Trust Law Attorney • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Equity Strategist and Advisor at CapitalRock Investments LLC
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
CapitalRock Investments LLC - Naples, Florida AreaChief Equity Strategist and Advisorsince Mar 2013Merrill Lynch Senior Financial AdvisorSep 2007 - Mar 2013
Skills:
Investment Advisory, Strategic Financial Planning, Retirement Planning, Asset Managment, Tax, Finance
Full Profile

Ruth Oris Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Business Administrator • Supporting Member • Analysts • Non-Profit • Team Member • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Work

Company:
Naples community hospital
Financial counselor
Company:
Abacus technologies, accounts receivable - Naples, FL
Full Profile

Ryan Kowadla Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Global Wealth Management at Merrill Lynch
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, Global Wealth Managementsince May 2008
Skills:
Master certification received in Microsoft Access, Microsoft Excel, and Microsoft PowerPoint,...
Full Profile

Charles Sowers Naples, FL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Sales Manager • Sales Director • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Business Administrator • Advisor • Customer Service

Experience & Education

Work

Company:
Rich dad education
Financial advisor
Company:
Bank of england
Senior mortgage banker
Full Profile

David Rose Naples, FL

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Master of Science • Bachelor of Science • Chief Executive

Experience & Education

Work

Company:
Metlife
Financial services representative
Company:
Capital guardian, llc - Naples, FL
Financial consultant
Full Profile

Michael Gexler Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Marketing Administrator • Marketing Director • Marketing Manager • Chief Executive • Bachelor of Science • Managers

Experience & Education

Work

Company:
Northwestern mutual financial network
Financial advisor
Company:
Suncoast beverage sales

Skills

Relationship building, entrepreneur, sales, customer service, motivated
Full Profile

Ryan Lelchuk Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Advisor • Team Leader • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Recruitment • Agent • Sales Representative • Managers • Technical Specialist • Technical Support Specialists • Manager • Customer Relations • Marketing Manager • Human Resources Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Internet Marketing Manager • Web Marketer • Computer Specialist • Database Administration Professional • Database Administrator

Experience & Education

Location:
Naples, Florida Area
Industry:
Information Services
Work history:
THE WASHINGTON POST- KAPLAN UNIVERSITY Senior Advisor/ Team Lead/ MentorMay 2008 - Jun 2013WYNGATE FINANCIAL PARTNERS INC Independent Agent – United First FinancialSep 2007 - Apr 2008
Skills:
Call Center, Account Management, Troubleshooting, Social Skills, Online Marketing, Marketing,...
Full Profile

Steve Stolz Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Investor • Chief Executive • Technology Director • Technology Manager • Technical Managers • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Apr 2005Decorative Concept, Inc. Chief Financial OfficerAug 2003 - Jun 2005
Full Profile

Mandi Gordon Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor

Experience & Education

Work

Company:
Naples radiologists
Accountant
Company:
Tca, inc - Colorado Springs, CO
Financial consultant

Skills

Proficient use of computers and Microsoft Windows applications; Effective written and oral...
Full Profile

Kacey Lanier Naples, FL

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Business Unit Manager • Business Administration Specialist • Operations Manager • Advisor

Experience & Education

Title:
Financial Services Professional
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
UBS Administrative ManagerJun 2007 - Dec 2008UBS Financial Services, Inc Administrative ManagerJun 2007 - Dec 2008
..responsible for on-boarding of new Financial Advisor recruits which involved all the..
Full Profile

James Baratta Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Campaign Manager • Fundraiser • Fundraising Officer • Managers • Law Specialist • Lawyers • Operations Manager • Financial Officer • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jun 2010Sam Saad for Naples City Council Campaign ManagerNov 2009 - Feb 2010
Full Profile

Aaron Simpson Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual and Financial Services Consultant
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince Jun 2005
Skills:
Disability Insurance, Strategic Financial Planning, Long Term Care Insurance, Retirement Planning,...
Full Profile

Jen Mcmanus Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at SunTrust Bank
Location:
Naples, Florida Area
Industry:
Banking
Work history:
SunTrust Bank Financial Advisor
Full Profile

Joel Gravina Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Chief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince Jan 2009John R. Wood Inc., REALTORS Broker-AssociateJul 2001 - Jan 2009
Full Profile

Kelly Fleming Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Apprentice • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Chief Executive • Student Worker • Non-Profit • Nurse • Nurse Practitioner • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Sports Game Coach

Experience & Education

Position:
Listing Coordinator at RSRE
Title:
Listing Coordinator
Location:
Naples, Florida
Industry:
Real Estate
Work history:
RSRE Listing Coordinatorsince Jan 2012Ameriprise Financial Financial Advisor Administrative InternJan 2010 - Nov 2010
Full Profile

Jon Benham Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial advisor at Wachovia Securities, LLC
Location:
Naples, Florida Area
Industry:
Investment Management
Full Profile

Kalen Lind Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Licensed Financial Advisor at Regions Financial Corporation
Location:
Naples, Florida Area
Industry:
Banking
Work history:
Regions Financial Corporation Licensed Financial Advisor
Full Profile

Ian Bossie Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Work

Company:
Seeman holtz
Financial advisor
Company:
Merrill lynch
Financial advisor
Full Profile

Ray Sullivan Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Dan Schumacher Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Science

Experience & Education

Position:
General Agent at Ohio National Financial Services
Title:
General Agent with Ohio National Financial Services
Location:
Naples, Florida Area
Industry:
Insurance
Work history:
Ohio National Financial Services - Naples, Florida AreaGeneral Agentsince Dec 2010Morgan Stanley Smith Barney Financial AdvisorAug 2009 - Sep 2010
Full Profile

Theodore Dall Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Sales Representative

Experience & Education

Work

Company:
Regions investment solutions
Company:
Morgan stanley - Rutland, VT
Financial advisor
Full Profile

James Lapine Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction Worker • Construction Specialist • Construction Laborer • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Northwestern mutual
Financial advisor
Company:
United states postal office - Duluth, MN
City carrier assistant
Full Profile

Gale Kurschner Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Managers • Department Manager • Chief Executive • Owner • Department Supervisor • Manager • Operations Manager • Notary • Lawyers

Experience & Education

Position:
Executive Assistant at Slepcevich Financial Group
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Slepcevich Financial Group - Naples, Florida AreaExecutive Assistantsince Dec 2011Awesomely Accurate Administrative Services Virtual Administrative AssistantJan 2011 - Dec 2011
Skills:
Administrative Support, Excel, Customer Service, Scheduling, Microsoft Office, Outlook, Word,...
Assist Financial Advisor in all relevant client services
Full Profile

Dirk Kroonen Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Analyst • Analysts • Chief Operating Officer • Financial Director • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
No Title at No Company
Title:
Investment Management/Private Equity
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
No Company No Titlesince Oct 2010Ernst & Young COO/CFO Central & Southeast EuropeJul 2008 - Oct 2010
Independent Investment and Financial Advisor
Full Profile

Nichola Agins Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Chief Administrative Officer • Vice President • Chief Executive • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President Investments, CRPC at Merrill Lynch
Title:
Assistant Vice President at Merrill Lynch
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch - Naples, FLAssistant Vice President Investments, CRPCsince Aug 2006Morgan Stanley Senior Financial AdvisorMay 2002 - Aug 2006
Full Profile

Robert Senz Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor

Experience & Education

Title:
Financial Consultant/Investor
Location:
Naples, Florida
Industry:
Pharmaceuticals
Full Profile

Jamie Bergen Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Advisor • Student Worker

Experience & Education

Position:
Financial Advisor, Harbor Investments - Century Securities Associates, Inc. at Stifel Financial Corp.
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. Financial Advisor, Harbor Investments - Century Securities Associates, Inc.since Aug 2007Morgan Stanley Intern/AssistantNov 2005 - Jun 2006
Full Profile

Tom Lamacchio Naples, FL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Planner at Raymond James & Associates
Title:
Vice President, Investments Family Wealth Planning Group of Raymond James & Associates
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates Vice President, Financial Plannersince Jan 2002Merrill Lynch Financial AdvisorMay 2000 - Jan 2002
Skills:
Raymond James & Associates Financial Advisors may only transact business in states where they are...
Full Profile

James Kuhar Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Work

Company:
Merrill lynch - Naples, FL
Financial advisor
Company:
Mutual of omaha - Fort Myers, FL
Financial representative
Full Profile

Karen Gudknecht Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
SVP & Financial Advisor at Key Private Bank
Location:
Naples, Florida Area
Industry:
Banking
Full Profile

David Rosato Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1999
Skills:
Estate Analysis:, Retirement Solutions:, Estate Planning, Business Succession
Full Profile

Tee Mccabe Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Athletes • Farmworker

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor, Morgan Stanley
Location:
Naples, Florida
Industry:
Financial Services
Work history:
Morgan Stanley - Naples, FLFinancial Advisorsince Feb 2012Merrill Lynch Financial AdvisorJan 2010 - Feb 2012
Skills:
Stocks, Bonds, Private Equity, Options, Hedge Funds, Estate Planning
Full Profile

Ilona Sawin Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Raymond James & Associates, Associate Vice-President, Investments at...
Title:
Associate Vice-President, Investments at Raymond James & Associates, Inc.
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates Financial Advisorsince Jul 1997Raymond James & Associates Associate Vice-President, Investmentssince Jul 1997
Skills:
Raymond James financial advisors may only transact business in states where they are registered,...
Full Profile

Tim Cfp Naples, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investment Analyst • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Management Analysts • Chief Executive • Corporate Executive • Operations Manager • Finance and Accounting Specialist • Controller • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Relationship Manager at Naples Money Management
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
Naples Money Management Senior Relationship Managersince Jun 2010Morgan Stanley Financial AdvisorMay 2007 - Jul 2008
Skills:
Investment management, asset allocation, special situations, hedge funds, derivatives
Full Profile

Darsi Ringer Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Creative Planning Inc.
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Creative Planning Inc. Wealth ManagerCharles Schwab Vice President Financial ConsultantNov 2003 - Oct 2010
Skills:
Charities, Investment Management, Wealth Management, Investment Advisory, Wealth Management...
Full Profile

Theron Horgan Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Naples, Florida
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Naples, FL 34108Financial Advisorsince Nov 2012
Full Profile

John Cimino Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor at Wells Fargo Advisors, LLC
Title:
Senior Financial Advisor
Location:
Naples, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Financial Advisorsince 2008Morgan Keegan Financial Advisor2005 - 2007
Full Profile

Jd Loden Naples, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Juris Doctor

Experience & Education

Position:
Financial Advisor at Investors Capital, President at JD Loden Wealth Management, Inc
Title:
President at JD Loden Wealth Management, Inc
Location:
Naples, Florida Area
Industry:
Investment Management
Work history:
Investors Capital Financial Advisorsince Mar 2006JD Loden Wealth Management, Inc Presidentsince 1989
Full Profile


Financial Consultants near Naples, FL062124186248310Fort MyersPunta GordaCape CoralLehigh AcresBonita SpringsPort CharlotteEsteroFort Myers BeachMarco IslandSanibel