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Updating Financial Advisors
Nick Kolesar is a Managing Director and the Market Executive for Arizona at Bank of America Private Bank. Nick works closely with clients, advisors, and managers in the Scottsdale and... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Charles Gibbs Jr. is licensed as a financial advisor and is based out of Phoenix, AZ. Gibbs works for LPL Financial and has successfully completed Series 65,63,7,24 and SIE exams.
Danny Cagley is licensed as a financial advisor and is based out of Scottsdale, AZ. Cagley works for Vanguard Advisors and has successfully completed Series 66 - Uniform Combined State... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
Thomas Lofy is founder and CEO of Lofy Group Wealth Management and is based out of Phoenix, AZ. Lofy has successfully completed the Series 7, 24, 66, and SIE -... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Retirement Planning
Juan Carlos joined Merrill Lynch Wealth Management in 2004 after more than 14 years of providing exemplary service to international high net worth individuals and their families. He focuses on... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Douglas Mance is a financial advisor with Rbc Capital Markets, LLC primarily works with Individuals, High Net Worth Individuals. Douglas Mance operates out of Tucson, AZ.
Fernando is a Managing Director, International Wealth Advisor at Merrill and has been with the firm since 2000. He has obtained his title as an International Wealth Advisor, indicating his... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
