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
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
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
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
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
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
Larry McClanahan is licensed as a Financial Advisor, doing business out of Clackamas, OR.
Specialties: Retirement Planning‚ Tax Planning
Guy’s experience in the business and estate planning fields is extensive. He has completed many estate plans for families with a net worth in excess of $25,000,000 working with nationally... show more
Specialties: Asset Management‚ Life Insurance‚ Retirement 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






