ADVISOR BIO

Adam Fass is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in FORT LAUDERDALE, FL. Adam has been in the industry since 2014 and is registered with FINRA as a registered representative. Adam is also a registered investment advisor with the state of Florida. Adam has a strong track record of success in helping clients achieve their financial goals. Adam specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Adam Darius Barncard is a registered representative with Raymond James & Associates, Inc. based in Fort Lauderdale, Florida. Adam has over 19 years of experience in the financial services industry. Adam is licensed to provide investment advice in Florida and Illinois. Adam is also a board member of the C.H.A.M.P. Community Project in Chicago, Illinois.

SPECIALIZATIONS

ADVISOR BIO

Adam Muzzillo is an investment advisor representative with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Adam has been in the industry since July 2012. Adam has registrations in Florida and Texas, and is licensed to provide both brokerage and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Adam Shapiro is a financial advisor with over 30 years of experience in the industry. He has been registered with the state of Florida since 1987 and also holds a Series 7 and Series 63 license. Currently, Adam is affiliated with Morgan Stanley, having joined in 2009. Previously, Adam was with Raymond James & Associates, Inc. and Grutntal & Co., L.L.C.. Adam specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. He is also a registered Investment Advisor in both Florida and Texas.

SPECIALIZATIONS

ADVISOR BIO

Adam A. Schwalb is a financial advisor with Wells Fargo Clearing Services, LLC. Adam A. Schwalb has been in the financial industry since January 8, 1995 and has been registered with Wells Fargo Clearing Services, LLC since July 25, 2006. Adam A. Schwalb provides investment advisory services to individuals, businesses, and charitable organizations. Adam A. Schwalb is also registered as an investment advisor representative in the state of Florida. Adam A. Schwalb is a financial advisor with experience in a number of different financial institutions, including Citigroup Global Markets Inc., PaineWebber Incorporated, Josephthal Lyon & Ross Incorporated, and Prudential Securities Incorporated. Adam A. Schwalb has a variety of certifications and licenses, including Series 7, Series 9, Series 10, Series 63, and Series 66. Adam A. Schwalb is committed to providing his clients with the highest quality of service and advice.

SPECIALIZATIONS

ADVISOR BIO

Aeleen Lisena is a financial advisor who has been working in the industry since 1998. Aeleen is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Aeleen has experience in providing financial services to a variety of clients, including high-net-worth individuals, corporations, and institutional clients.

SPECIALIZATIONS

ADVISOR BIO

Aileen Pacey is a financial advisor registered with Raymond James & Associates, Inc. in Fort Lauderdale, FL. Aileen has been in the financial industry since 2009 and has been registered with Raymond James & Associates, Inc. since February 2013. Aileen is a licensed Series 7 and Series 66 representative, and holds a Series 9 and Series 10 principal licenses. Aileen's previous experience includes work with Morgan Keegan & Company, Inc.. In addition to Aileen's role as a financial advisor, Aileen also owns and operates rental real estate.

SPECIALIZATIONS

ADVISOR BIO

Alan Kestin is a registered representative with Wells Fargo Clearing Services, LLC. Alan has been working in the financial services industry since April 1996. Alan is licensed to provide investment advice in Florida and Texas.

SPECIALIZATIONS

ADVISOR BIO

Alan Bluestein is a financial advisor with over 25 years of experience in the industry. Alan has held positions at several well-known financial institutions, including Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Alan is currently registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 license. Alan specializes in providing investment advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and other institutional clients. Alan is committed to providing his clients with personalized service and tailored financial solutions.

SPECIALIZATIONS