Finance Financial Advisors
Showing 89-96 of 115 advisors
Ft. Lauderdale, FL
Vivien Balcker
Ameriprise Financial
Specialties and Expertise
Business Ownership StrategiesRetirement IncomeHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesBusinesswomen+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Portland, ME
Susan Pye
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
DoctorsBusinesswomen+5
Pricing Model:
Fees Information
Number of Clients
84
Years of Experience:
21 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Atlanta, GA
Russ Thornton
Wealthcare for Women
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
31 years
Charlotte, NC
Emily Rassam
Archer Investment Management
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+3
Typical Clientele
Women in TechCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
18 years
West Chester, PA
Mike Reynolds
Janney Montgomery Scott
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Boston, MA
Robert Shuman
Encore Investment Advisors, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning+3
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
12 years