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 |
|---|---|---|---|---|
DD Deborah Diane MontapertoHistorical record | Morgan StanleyAlternative Investment Director, Institutional Consulting Director, International Client Advisor, Managing Director, Private Wealth Advisor | Palm BeachFlorida | Wealth management | |
DL Deborah Lynn WhiteHistorical record | Wells Fargo Clearing Services, LLCPrivate Wealth Advisor, Senior Vice President | Tarpon SpringsFlorida | Wealth management | |
DG Denise Gabay OttenHistorical record | American Portfolios Financial Services, Inc.Senior Vice President, Wealth Advisor | SarasotaFlorida | Wealth management | |
DD Dennis Daniel HerreraHistorical record | Aegis Capital Corp.Advisor | MiamiFlorida | Wealth management | |
DP Dennis Peter KleinHistorical record | GWN Securities Inc.Advisor | Palm Beach GardensFlorida | Wealth management | |
DB Dominick Bay PagliaroHistorical record | J.P. Morgan Securities LLCFinancial professional | Lake WorthFlorida | Financial services | |
DE Donald Eugene TensfeldtHistorical record | Newbridge Securities CorporationFinancial professional | Boca RatonFlorida | Financial services | |
DA Donato ArguellesHistorical record | Morgan StanleyPrivate Wealth Advisor | MiamiFlorida | Wealth management | |
DG Douglas Graham MacdonaldHistorical record | First Republic Securities Company, LLCSenior Managing Director | JupiterFlorida | Financial services | |
DS Dwayne SamboyHistorical record | Arete Wealth Management, LLCFinancial professional | Fort LauderdaleFlorida | Financial services | |
EA Edward Andrew HarkinsHistorical record | Cetera Advisors LLCFinancial Advisor | NaplesFlorida | Wealth management | |
EL Edward Leo BayarskiHistorical record | Commonwealth Financial NetworkAdvisor | NaplesFlorida | Wealth management |
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