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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
Matthew Williams (CRD# 6109437) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 11 years of experience in the finance industry. Matthew Williams 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.
Timothy Willis (CRD# 3113500) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 25 years of experience in the finance industry.
Stephen Wiper (CRD# 2295295) is an Investment Advisor Representative working at Advice And Planning Services in Hyannis, MA and has over 31 years of experience in the finance industry.
George Woerdeman (CRD# 1220689) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, MA and has over 40 years of experience in the finance industry.
Kelly Woerdeman (CRD# 4834916) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kingston, MA and has over 18 years of experience in the finance industry.
Carrie Woods (CRD# 6674927) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
Diane Woolf (CRD# 2548648) is an Investment Advisor Representative working at Wealthramp, Inc. in Osterville, MA and has over 15 years of experience in the finance industry.
Barry Wyman (CRD# 1597387) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wareham, MA and has over 37 years of experience in the finance industry. Barry Wyman 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.
Evelyn Young (CRD# 4857888) is an Investment Advisor Representative working at Lpl Financial LLC in Cotuit, MA and has over 19 years of experience in the finance industry. Evelyn Young 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.
John Zaro (CRD# 6911927) is an Investment Advisor Representative working at Granite Wealth Management LLC in Plymouth, MA and has over 5 years of experience in the finance industry.