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Top 30 financial advisors of 198 near 44253
Out of 400,000+ nationwide
Ryan O
Series 66
Strongsville, OH
Fidelity
Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual circumstances. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. In his role, Ryan focuses on partnering with clients to help them feel comfortable and confident as they work toward their financial goals. Outside of his professional responsibilities, he enjoys baseball, cooking and baking, family activities, fitness, golf, and traveling.
Matthew A
Series 66
Brunswick, OH
Edward Jones
Jordan M
Series 66
Strongsville, OH
Edward Jones
Michael L
Series 63, Series 65
Brunswick, OH
Fidelity
Mike Leffard is a Financial Consultant currently working at Fidelity Investments since 2024. He has a professional background in financial services, having held roles such as Investment Consultant and Planning Consultant at Fidelity Investments from 2022 to 2024, as well as Financial Advisor and Premier Advisor at Citizens Securities between 2020 and 2022. Prior to that, he worked as a Senior Licensed Relationship Banker at Citizens Bank from 2016 to 2020. Mike's approach involves partnering with clients to understand their unique financial situations and providing education to help build tailored financial plans and investment strategies. He was born and raised in Northeast Ohio and is a dedicated Cleveland sports fan. Outside of work, he enjoys cooking and baking, fishing, fitness, football, hiking, and spending time with his wife and son.
Rachal T
CFP®, Series 66
Columbia Station, OH
Edward Jones
Lauri M
Series 66
Medina, OH
Edward Jones
Daniel W
CFP®, CFA®, Series 66
Medina, OH
Edward Jones
Nicholas D
Series 63, Series 66
Medina, OH
Fidelity
Nicholas DePalma is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He builds relationships with clients to understand their unique situations, enabling him to co-create financial plans that help clients work towards their overall financial goals. Nicholas has a progressive career at Fidelity Investments, having held roles including Investment Consultant (2020-2022), Relationship Manager (2019-2020), Investor Center Financial Representative (2018-2019), Investment Solutions Representative (2017-2018), and Financial Representative (2016-2017). This experience has provided him with a comprehensive understanding of investment and financial advisory services. Outside of his professional work, Nicholas enjoys baseball, football, golf, spending time with friends at social events, and caring for his pets.
Austin M
Series 66
Medina, OH
Edward Jones
Courtney W
Series 66
Medina, OH
Fidelity
Courtney Wolf is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, she focuses on helping clients understand how their financial planning affects their future and legacy, providing them with the knowledge to make informed financial decisions in everyday life. Prior to this, she worked as a Private Client Investment Associate at JP Morgan Chase from 2013 to 2021. Her professional experience encompasses client-focused financial planning and investment advisory services. Courtney's commitment lies in delivering value by enhancing clients' understanding of their financial situations and decision-making processes. Outside of her professional work, Courtney enjoys cooking and baking, participating in social events with friends, listening to music, scuba diving, and volunteering.
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Finding advisors...
Top 30 financial advisors of 198 near 44253
Out of 400,000+ nationwide