CCR Wealth Management
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CCR Wealth Management

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Westborough, MA, USA

A financial services firm, CCR Wealth Management offers its clients estate planning, investment management, and financial planning services, in addition to helping them create retirement plans and ins...
Wealth Beyond Wallstreet
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Wealth Beyond Wallstreet

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We are dedicated to helping American families change the way they save and invest so they have control of their money, independence, and financial freedom. This is one of the core philosophies that...
Accelerated Wealth
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Accelerated Wealth

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We specialize in wealth strategy so you can achieve long term financial health by partnering with and educating you on safe, secure and proven financial
Jackson Wealth Management
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Jackson Wealth Management

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Located in Lake Mary, Florida, Jackson Wealth Management offers comprehensive financial services for its clients. It’s Managing Member and founder of the firm, George P. Jackson, has served as a pra...
Martin Karcz
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Martin Karcz

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Martin Karcz, MSc, MBA, is a portfolio manager who manages funds for both high net worth personal and corporate clients. Currently a Director of Wealth Management at ScotiaMcLeod in West Vancouver, Br...
Anthony M Comorat
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Anthony M Comorat

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A member of the CFA Society of South Florida and the CFA Institute, Tony M. Comorat has been involved in the financial services industry since the mid-1980s. After earning his B.S. in economics at the...
UBS AG
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UBS AG

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UBS AG is a Swiss global financial services company headquartered in Basel and Zürich, Switzerland, which provides investment banking, asset management, and wealth management services for private, co...
Lisa Detanna
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Lisa Detanna

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As Senior Vice President and Managing Director at Raymond James and Associates, Lisa Detanna leverages a broad experience base. Prior to accepting her current position, she served as Senior Vice Presi...
Michael D. Schneickert
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Michael D. Schneickert

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Pasadena, CA, USA

As Managing Director in Private Wealth Management at UBS Financial Services, Michael D. Schneickert provides his clients with a suite of wealth management advice ranging from investment management to ...
Josh Fatoullah
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Josh Fatoullah

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Josh Fatoullah is the founder and president of JR Wealth Advisors, a full service wealth management and comprehensive financial services company. JR Wealth Advisors is founded on its core values of ho...
Louis F. Petrossi
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Louis F. Petrossi

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Reno, NV, USA

With a track record of success and a straightforward communication style, Louis F. Petrossi has become an authority on wealth building in the global economy. Working with private clients through his s...
Richard Pascuzzi
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Richard Pascuzzi

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Richard Pascuzzi has more than 30 years of experience in the industry of wealth management. A principal for Prospera Financial Services, Richard Pascuzzi serves as a member of the board of directors a...
Henry Vail II
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Henry Vail II

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Houston, TX, USA

Recipient of a Five Star rating for wealth management from Texas Monthly magazine in 2011, Henry Vail II serves as an independent, registered wealth advisor and executive manager with Sucré-Vail Weal...
Citigroup Inc.
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Citigroup Inc.

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Citigroup Inc. is an American multinational financial services company based in New York City. Citigroup was formed from one of the world's largest mergers in history by combining the banking giant Ci...
Sumitomo Mitsui Financial Group
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Sumitomo Mitsui Financial Group

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Sumitomo Mitsui Financial Group is a Japanese bank holding financial services company established by Sumitomo Mitsui Banking Corporation, which is the second largest bank in Japan by market value
Henry Vail
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Henry Vail

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Houston, TX, USA

Wealth advisor Henry E. Vail II is a long-standing associate of Sucré-Vail Wealth Advisors. Experienced in financial planning and wealth management, Henry Vail's primary clients include physicians an...
Centurion Wealth Management
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Centurion Wealth Management

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It’s safe to say that putting a child through college may be one of the largest expenses any one person or family undertakes in life. There are a myriad of options available to you when choosing how...
Allegis Wealth Advisors
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Allegis Wealth Advisors

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South Jordan, UT, USA

Focus on helping financial professionals meet clients’ diverse goals, Allegis Wealth Advisors directs its efforts toward ensuring that they have the necessary tools in building and protecting their ...
Jackson Wealth Management
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Jackson Wealth Management

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Lake Mary, FL 32746, USA

Jackson Wealth Management - Florida-based Investment Consulting Firm Jackson Wealth Management, LLC, is a boutique investment firm in Lake Mary, Florida, with a proven track record of success. Reco...
Pacific Wealth Management
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Pacific Wealth Management

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Headquartered on High Bluff Drive in San Diego, Pacific Wealth Management™ is committed to the preservation and growth of wealth and assets for high-net-worth families, individuals, corporations, an...
Suncorp Metway
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Suncorp Metway

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Suncorp Group Limited is an Australian finance, insurance, and banking corporation based in Brisbane, Queensland, Australia. It is one of Australia's largest banks and its largest general insurance gr...
Robert Zakian
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Robert Zakian

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Financial advisor Robert Zakian currently holds the responsibilities of principal owner at Guardian Wealth Management, a financial services firm in Scottsdale, Arizona. Since founding the company in 1...
Ethan Kap
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Ethan Kap

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Ethan Kap is co-author of Safe Money millionaire and partner at Producer Mastery, an FMO that provides appointments, leads and a virtual selling system to agents and advisors across the U.S. Ethan c...
Nick Cladis
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Nick Cladis

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Nick Cladis uses his 40 years of investment experience to run Cladis Investment Advisory in Billings, Montana. The company focuses on diversifying investments and increasing portfolio returns. The fir...
John Labunski
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John Labunski

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Houston, TX, USA

Based in Texas, retirement expert John Labunski founded Retirement Wealth Talk Radio, an hour-long, nationally syndicated show, in 2008. Co-hosting with Joe Pagliarulo, known as Joe Pags, he lends com...
George Abie Williams
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George Abie Williams

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George Abie Williams presently serves as Senior Vice President of Investments with Stifel Nicolaus, a wealth management and investment advisory firm based in Radford, Virginia. As Senior Vice Presiden...
Matt Swegles
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Matt Swegles

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An experienced wealth management executive, Matt Swegles currently serves as the senior vice president of investments at Matthew Swegles Wealth Management of Raymond James, located in Grosse Pointe Fa...
Diane Finnerty
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Diane Finnerty

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A New York wealth and financial advisor, Diane Finnerty serves the investment and estate-planning needs of Morgan Stanley clients, including foundations, family offices, and individuals of high net wo...
Kenneth Brackett
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Kenneth Brackett

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Wilmington, DE, USA

The holder of Series 63 and 65 Financial Industry Regulatory Authority licenses, Kenneth Brackett serves as a wealth management and compliance officer with Lighthouse Financial Group, a business he fo...
George Divel
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George Divel

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Maryland resident George Divel has led Global Investment Advisors since February of 2005. As President of the company, he develops and directs a wide range of financial services for clients around the...
Kyle Dunphy
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Kyle Dunphy

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In 2008, Kyle Dunphy accepted the role of Senior Director at EFG Capital Advisors as the financial firm expanded its international operations to Los Angeles, California. He also co-directs EFG’s US ...
StateTrust Investments
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StateTrust Investments

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Miami, FL, USA

As privately held financial institutions, State Trust Investments works with individuals, families, and corporations on strategies to preserve and increase wealth. Founded in the U.S., the company now...
Braverman Financial Associates
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Braverman Financial Associates

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Braverman Financial Associates of Lancaster, Pennsylvania, offers comprehensive financial-planning solutions to high-net-worth individuals and families, business owners, trusts, and other types of cli...
Rockwell Securities
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Rockwell Securities

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Based in New York City, Rockwell Securities offers a diverse and broad-reaching approach to wealth management. Unlike firms that focus on house products, Rockwell offers clients a wide range of produc...
Greg Shanaphy
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Greg Shanaphy

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New York, NY, USA

Possessing both financial and legal expertise, Greg Shanaphy serves on a wealth advisement team named one of Barron’s Top 100 Financial Advisors from 2009 through 2011. As Vice President of Investme...
Lee Rawiszer
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Lee Rawiszer

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Westport, CT, USA

A successful financial professional with many years of experience in the field, Lee Rawiszer currently serves as a managing principal of Paradigm Financial Partners, formerly known as Halper-Rawiszer ...
BlackBook Capital
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BlackBook Capital

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BlackBook Capital believes that Wall Street was founded on connecting capital with innovation. We provide Private Wealth Management, Investment banking, Brokerage & Institutional Services in New York....
Robert Tonkin
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Robert Tonkin

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Investment Advisor Representative Robert Tonkin applies time-tested investment strategies toward building wealth for his clients and their families. A Senior Vice President of Arbor Investment Managem...
Kelly Shanahan
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Kelly Shanahan

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With diverse interests in sociology, bioethics, wealth management, and global health, California native Kelly Shanahan has gained education and knowledge on all fronts. As Research Coordinator at Stan...
Steve Aziz Cincinnati
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Steve Aziz Cincinnati

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Cincinnati, OH, USA

An experienced sales professional, manager, and consultant, Steve Aziz has utilized his communications and negotiation skills to foment explosive growth and take companies to the next level. While wor...
Steve Aziz
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Steve Aziz

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Possessing more than two decades of proven experience, sales professional Steve Aziz serves as Director of Business Development at Cincinnati-based Hyde Park Wealth Management. Throughout his career, ...
Don Chamberlin
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Don Chamberlin

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Currently, Don Chamberlin presides as President, Chief Executive Officer, and owner of the Chamberlin Group. Based in Saint Louis, the Chamberlin Group functions as a comprehensive tax and financial p...
Michael Littledike
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Michael Littledike

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Sandy, UT, USA

As the President of Capita Financial Network in Sandy, Utah, Michael Littledike assists clients with holistic retirement planning to ensure they have reliable streams of income throughout their lives....
Tim Hornibrook
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Tim Hornibrook

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Clovelly NSW 2031, Australia

Howard Wilner
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Howard Wilner

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Over the course of his career in sales, Howard Wilner has acquired a wealth of experience in the automotive sector. Shortly after completing his degree in business administration and general managemen...
The Pooch Coach
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The Pooch Coach

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A premier dog-training company, led by longtime trainer Beverly Ulbrich, the Pooch Coach LLC has provided top-quality services to dog owners in the San Francisco Bay Area for over 13 years. Ulbrich ha...
Dr Jaydutt Patel MD
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Dr Jaydutt Patel MD

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A physician with a wealth of experience when it comes to internal medicine, Dr. Jaydutt Patel is a member of the Consultants in Cardiovascular Disease team at the Saint Vincent Heart and Vascular Cent...
Benjamin Alderson
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Benjamin Alderson

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A qualified series 65 investment advisor with a strong background in financial analysis, Benjamin Alderson currently serves as president and chief executive officer of deVere USA, Inc. As a former Mic...
Peter Jeppson
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Peter Jeppson

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A financial leader with more than four decades of experience, Peter Jeppson empowers people to prepare for a solid financial future. He used his experience in insurance and retirement planning to crea...
Verdmont Capital
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Verdmont Capital

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Verdmont Capital is an international investment and securities exchange firm that serves more than 400 brokers, wealth managers, and high-net-worth clients across the globe. From its headquarters in P...
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