Wealth Management Providers
Explore professional profiles.
Search by name, location, firm, or practice focus. Historical records and researched profiles are clearly labeled.
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
SL Scott Lee GiorgiHistorical record | Morgan StanleyInternational Client Advisor, Managing Director, Portfolio Management Director, Wealth Advisor | SarasotaFlorida | Portfolio management | |
SM Scott Michael DiehlHistorical record | Securities America, Inc.Financial professional | TampaFlorida | Financial services | |
SA Sean Alexander RathHistorical record | Citigroup Global Markets Inc.Senior Vice President | TampaFlorida | Financial services | |
SR Sharie Robin PapushHistorical record | RNR Securities, L.L.C.Financial professional | Deerfield BeachFlorida | Financial services | |
SF Shaw F. ElashmawyHistorical record | Maxim Group LLCAdvisor | Fort LauderdaleFlorida | Wealth management | |
SC Shelley-Ann Candis RagoonananHistorical record | Raymond James & Associates, Inc.Financial professional | Saint PetersburgFlorida | Financial services | |
SE Sofia E TaverasHistorical record | Citigroup Global Markets Inc.Vice President | MiamiFlorida | Financial services | |
SA Stephanie A. PetrosiniHistorical record | Morgan StanleyFinancial Advisor, Financial Planning Specialist, Insurance Planning Director, Vice President - Wealth Management, Workplace Advisor - Equity Compensation | NaplesFlorida | Financial planning | |
SY Stephanie YangHistorical record | Citigroup Global Markets Inc.Senior Vice President | TampaFlorida | Financial services | |
SF Stephen Frederick CordascoHistorical record | Andrew Garrett Inc.Financial Advisor | NaplesFlorida | Wealth management | |
SM Stephen Michael DerosaHistorical record | GWN Securities Inc.Advisor | Palm Beach GardensFlorida | Wealth management | |
SS Stephen Siewkwan NgHistorical record | Osaic Wealth, Inc.Branch Manager | RiverviewFlorida | Financial services |
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