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
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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
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Joseph C Agresti is licensed as a financial advisor and is based out of Phoenix, AZ. Agresti works for J.P Morgan securities and has successfully completed Series 65,63,7,6,4,9,10,24 and SIE... show more
Judith Tocco is a financial advisor with Lpl Financial LLC primarily works with Individuals, High Net Worth Individuals. Judith Tocco operates out of Tucson, AZ.
Specialties: College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Long-Term Care‚ Retirement Planning
Todd M Douma is a financial advisor with Tmd & Associates, Inc., which primarily works with Individuals and High Net Worth Individuals. Todd Douma operates out of Phoenix, AZ.
Specialties: Comprehensive Financial Planning
Jorge has been in the financial services industry since 1993 and with Merrill Lynch Wealth Management since 2009. As an International Wealth Advisor with more than 25 years of industry... 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
Barry Lutz is Managing Director - Head of Intermountain U.S. regional investment banking at J.P. Morgan. Lutz is based out of Scottsdale, AZ and has successfully completed the Series 7,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Russell Goldstein is a Private Client Advisor and Institutional Client Advisor at Bank of America Private Bank in Scottsdale, Arizona. He has a passion for working with institutions, foundations and... show more