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Advisors near 34142
Out of 400,000+ nationwide
Matthew C
Series 66
Ave Maria, FL
Valley Oak Investment Strategies LLC
Stuart S
Series 63, Series 65
Bonita Springs, FL
Key Client Fiduciary Advisors, LLC
Eric N
CFP®, Series 63, Series 65
Naples, FL
The Pinnacle Financial Group
James S
Series 66
Ave Maria, FL
Money Concepts Capital Corp
Kelly O
Series 63, Series 65
Naples, FL
FIFTH THIRD SECURITIES, Inc.
Thomas F
CFP®, Series 66
Ave Maria, FL
Independent Advisor Alliance, llc
Sean T
Series 66
Ave Maria, FL
Fidelity
Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he helps corporate executives optimize their employer-sponsored retirement accounts through holistic planning and fosters collaboration to drive better outcomes. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before his current position beginning in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.
Christian B
Series 66
Ave Maria, FL
Edward Jones
Fabian G
Series 66
Naples, FL
J.P. Morgan Securities
William O
ChFC®, Series 63, Series 65
Naples, FL
Cetera
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Advisors near 34142
Out of 400,000+ nationwide