Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
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Brandon Archibald is the founder of The Ivy League Advisory Group, a registered investment advisory firm providing financial strategies from its headquarters in the Greater Boston area. In his role... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and Dallas native. He holds a B.A. (Bachelor of Arts) in Biology, with a minor in Economics, from Hendrix College in Conway, Arkansas.... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Jane T Degeorge is licensed as a financial advisor and is based out of Houston, TX. Jane works for Morgan Stanley and has successfully completed the Series 6, 7, 31,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
Jori Guzhuna is a Financial Advisor with experience in wealth management, retirement planning, and investments. He has extensive knowledge in financial matters, including tax mitigation strategies, insurance, business solutions, and... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Robert C. Jackway is an investment adviser at Vital Wealth Management, LLC. Mr. Jackway first began his career in the financial services industry as an independent insurance agent in 1977.... show more
Specialties: Asset Management‚ Business Insurance‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Townsend (“Tad”) Smith is a Vice Chairman with JP Morgan’s Private Bank. As a senior banker on the Institutional Wealth Management team, he provides sophisticated advice and institutional access for... show more
Specialties: Asset Management‚ Estate Planning‚ Tax Planning
David Kinnear is the senior member of the Kinnear Family Wealth Management Group of Wells Fargo Advisors, an advisory team that works with high net worth individuals and their families... show more
Specialties: Business Insurance‚ Estate Planning
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning






