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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 Stewart (CRD# 6619158) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 8 years of experience in the finance industry.
Eric Stoneman (CRD# 6773744) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Asheville, NC and has over 6 years of experience in the finance industry.
Shirley Stoneman (CRD# 3231438) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Asheville, NC and has over 24 years of experience in the finance industry.
Christy Sutton (CRD# 4804217) is an Investment Advisor Representative working at Credit Union Investment Services in Arden, NC and has over 19 years of experience in the finance industry.
Eugene Szymanski (CRD# 857114) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Asheville, NC and has over 34 years of experience in the finance industry.
Joshua Tallent (CRD# 5408658) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Henderson, NC and has over 16 years of experience in the finance industry.
Michael Teel (CRD# 3120622) is an Investment Advisor Representative working at Leavell Investment Management, Inc. in Flat Rock, NC and has over 25 years of experience in the finance industry.
Pamela Tegge (CRD# 1554366) is an Investment Advisor Representative working at Edward Jones in Swannanoa, NC and has over 18 years of experience in the finance industry.
Stephen Thomas (CRD# 5587244) is an Investment Advisor Representative working at Lpl Financial LLC in Asheville, NC and has over 14 years of experience in the finance industry.
Charles Thompson (CRD# 5235674) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 17 years of experience in the finance industry. Charles Thompson 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.