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Updating Financial Advisors
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
Kenneth J Magaro is a financial advisor with State Farm Vp Management Corp. Kenneth Magaro operates out of Lake Worth, FL.
Syndie T Levien is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. Syndie Levien operates out of North Palm... show more
Edgar Duran is a financial advisor with Primerica Advisors. Edgar Duran operates out of Lake Worth, FL.
William H Corley Jr is a financial advisor with 1st Discount Brokerage, Inc., which primarily works with Individuals and High Net Worth Individuals. William Corley operates out of Lake Worth,... show more
Alfred Bonardi is a financial advisor with Oppenheimer & Co. Inc., which primarily works with High Net Worth Individuals and Corporations, Investment Vehicles, or Other Businesses. Alfred Bonardi operates out... show more
Jonathan M. Frances is licensed as a financial advisor and is based out of Palm Beach Gardens, FL. Frances works for AE Wealth Management.
Claes A Clarke is a financial advisor with Chase Investment Services Corp., which primarily works with Individuals and Corporations, Investment Vehicles, or Other Businesses. Claes Clarke operates out of Lake... show more
James J Lanahan is a financial advisor with Ameriprise Financial Services, Inc., which primarily works with Individuals and High Net Worth Individuals. James Lanahan operates out of Boynton Beach, FL.
Thomas Carreras is a financial advisor with Ameritas Investment Corp primarily works with Individuals, High Net Worth Individuals. Thomas Carreras operates out of Lincoln, NE.