ADVISOR BIO

Teresa Weintraub is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Teresa has been in the industry since January 25, 2016 and has been registered with the state of Florida since February 17, 2016 and Texas since April 11, 2016. Teresa has passed the Series 66, Series 7 and SIE exams. Teresa is also registered with the state of Arizona, California, Delaware, District of Columbia, Georgia, Illinois, Massachusetts, Missouri, New York, North Carolina, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Washington and Wyoming.

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ADVISOR BIO

Thomas Goessele is a financial advisor registered with UBS Financial Services Inc., located in Coral Gables, FL. Thomas has been in the financial services industry since 2002 and has a strong background in providing financial advice to individuals and families. Thomas is licensed in multiple states and holds the Series 7 and Series 66 licenses, as well as the SIE designation. He is also registered as an investment advisor representative with UBS Financial Services Inc., which allows him to provide a comprehensive range of financial services to clients. Thomas has a proven track record of success in helping clients achieve their financial goals, and is committed to providing personalized advice and exceptional service.

SPECIALIZATIONS

ADVISOR BIO

Thomas A Chong ling has been in the industry since December 1988 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Thomas A Chong ling has a Series 3, Series 7 and Series 66 licenses. Thomas A Chong ling is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Thomas A Chong ling was employed by WELLS FARGO ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Thomas Atkinson is a registered representative with UBS Financial Services Inc. Thomas has been in the industry since 2007, and holds Series 3, 7, and 66 licenses. Thomas is registered in multiple states, including Florida, California, Georgia, Missouri, New Jersey, New York, North Carolina and Virginia. In addition to their work at UBS Financial Services Inc., Thomas has prior experience at UBS International Inc. Thomas has a broad range of experience and expertise in financial services.

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ADVISOR BIO

Thomas Alva Whitehurst is a financial advisor with Raymond James & Associates, Inc. Thomas has been in the financial industry since 1986. Thomas holds Series 7, Series 63 and SIE licenses. Thomas is also a Certified Financial Planner. Thomas is registered with the state of Florida and Texas. Thomas specializes in a variety of financial planning and investment services. Thomas has worked with Raymond James & Associates, Inc. since 2009. Prior to working with Raymond James & Associates, Inc., Thomas worked with Northern Trust Securities, Inc. and Vision Investment Services, Inc. Thomas is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Tony Esses is a registered representative with Snowden Capital Advisors LLC. Tony has been in the securities industry since June 2003 and has experience working with Wells Fargo Clearing Services, LLC, Barclays Capital Inc., HSBC Securities (USA) Inc. and HSBC Brokerage (USA) Inc. Tony is currently registered with FINRA and the state of Florida. Tony offers a range of advisory services including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Trevor McLuskey is a financial advisor with Wells Fargo Clearing Services, LLC. Trevor is a registered representative in Florida and Texas. Trevor has been in the financial services industry since 2017. Trevor specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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ADVISOR BIO

Valentina Candiales Fortoul is a registered investment advisor representative with UBS Financial Services Inc. Valentina has been in the securities industry since 2014 and holds a Series 66, Series 7TO and SIE license. Valentina can provide various advisory services including Financial Planning, Portfolio Management for Individuals and Businesses, Pension Consulting, Education Seminars and Selection of other advisors. Valentina specializes in providing financial advice to individuals and corporations.

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ADVISOR BIO

Van Richard Martin is a financial advisor with over 20 years of experience in the industry. Van has held various positions at Raymond James & Associates, Inc., Morgan Stanley Smith Barney, and PFS Investments Inc. Van is currently a registered representative with Raymond James Financial Services Advisors, Inc. Van holds the Series 6, 7, 26, 63, and 66 licenses. Van's firm, Raymond James Financial Services Advisors, Inc., is a full-service investment firm offering a wide range of financial products and services.

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ADVISOR BIO

Vera Aguila-roehr is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Vera has been in the industry since October 18, 2009, and holds several industry certifications, including Series 7, 9, 10, 63, and 66. Vera has experience in a variety of investment areas including portfolio management for businesses and individuals, as well as pension consulting. Vera also provides educational seminars to clients and assists them in selecting other advisors when appropriate. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Vera worked at Credit Suisse Securities (USA) LLC. Vera currently holds licenses in 32 states, and is registered with FINRA.

SPECIALIZATIONS