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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
Kelly Wellborn (CRD# 4397706) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Greenville, DE and has over 23 years of experience in the finance industry. Kelly Wellborn 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.
Dana Wilkins (CRD# 2886878) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 25 years of experience in the finance industry.
Ryan Zemke (CRD# 6836976) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 6 years of experience in the finance industry. Ryan Zemke 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.
Jody Boyer (CRD# 7611654) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Wilmington, DE and has 1 year of experience in the finance industry.
Dylan Brindley (CRD# 7545340) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has 1 year of experience in the finance industry.
Patrick Digiacomo (CRD# 7376976) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, DE and has over 2 years of experience in the finance industry.
Daniel Dwyer (CRD# 6960884) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 5 years of experience in the finance industry.
Kevin Flatley (CRD# 6967617) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 5 years of experience in the finance industry.
Luke Hoffman (CRD# 7758960) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has 1 year of experience in the finance industry.
Mackenzie Johnson (CRD# 6668988) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 4 years of experience in the finance industry.