Title(s)
Senior Manager
Company Name
Baker Tilly
Business Email
Business Category
Title(s)
Family Wealth Advisor, Financial Advisor
Company Name
Aistear Group at Morgan Stanley
Business Category
Title(s)
Owner and General Manager
Company Name
Profiducia Services Inc
Business Email
Title(s)
Wealth Advisor, CFP®, ADPA™
Company Name
Merriman Wealth Management
Business Email
Business Category
Title(s)
Principal, Business Broker
Company Name
Transition360, LLC
Business Email
Title(s)
Senior Financial Analyst
Company Name
Shine Financials
Business Email
Business Category
Title(s)
Executive Director
Company Name
JPMorgan Chase
Business Email
Business Category
Title(s)
Wealth Advisor
Company Name
Focus Partners Wealth
Business Email
Business Category
Credentials, Professional Designations
CFP®, AFC®
Title(s)
Crisis Navigator / Insurance Strategist
Company Name
Emerging Risk Solutions
Business Email
Business Category
Title(s)
Partners/Wealth Advisor
Company Name
Opal Advisors
Business Email
Business Category
Credentials, Professional Designations
Series 65, Chartered Alternative Investment Analyst
