Kean is a specially qualified Senior Portfolio Manager who can draw from his experience to help clients build and manage custom investment portfolios and use option strategies for risk mitigation... show more
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Updating Financial Advisors
Kimberly Judd-Ellis is licensed as a financial advisor and is based out of New York, NY. Ellis works for Axiom Capital Management and has successfully completed the Series 7, 63,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning
James M Sexton Iii is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. James Sexton operates out of Buffalo,... show more
Stuart Alter is licensed as a financial advisor and is based out of New York, NY. Alter works for Morgan Stanley and has successfully completed the Series 7, 31, 63,... show more
Specialties: Asset Management
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
Zachary has over 12 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup... show more
Specialties: Annuities‚ Health Insurance‚ Life Insurance
John Beriau is the founder and leader of the Beriau Consulting Group, a distinguished wealth management team in New York, with strong regional ties in Texas, Massachusetts and North Carolina.... show more
Specialties: College Planning‚ Employee Benefit Plans‚ Retirement Planning
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Retirement Planning‚ Tax Planning
Nickolas Vastardis is licensed as a financial advisor and is based out of New York, NY.
Specialties: Estate Planning‚ Tax Planning
Theresa Consola is licensed as a financial advisor and is based out of New York, NY. Consola works for Merrill Lynch, Pierce, Fenner & Smith Incorporated and has successfully completed... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Julio Dagraca is Managing Director at Citigroup Global Markets Inc. and is based out of New York, NY. Dagraca has successfully completed the Series 3, 7, 24, 63, and SIE... show more
Specialties: Asset Management‚ Comprehensive Financial Planning








