Kean Amaral focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to... show more
Yonkers, NY
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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
Specialties: Asset Management‚ Comprehensive Financial 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
Jen Auerbach-Rodriguez is Managing Director, Head of Strategic Growth Markets, Merrill Lynch Wealth Management. Jen operates out of New York, NY. She has successfully completed the Series 3, 7, 66... show more
Specialties: Asset Management
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
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
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
Stephen Harausz is licensed as a financial advisor and is based out of New York, NY. Harausz works for E*Trade Securities and has successfully completed the Series 7, 66, and... show more
Specialties: Comprehensive Financial Planning
Andrew Hutsell is Vice President - Investments with Stifel, Nicolaus & Company, Incorporated, and is based out of New York, NY. Hutsell has successfully completed the Series 7, 66, and... show more
Specialties: Asset Management‚ Comprehensive Financial Planning