ADVISOR BIO

Carla Marie Williams is a financial advisor with RBC Capital Markets, LLC, specializing in providing investment advice and financial planning services. Carla has been in the financial services industry since 1996, and has a diverse background including previous roles with J. B. Hanauer & Co., Citigroup Global Markets Inc. and Harold C. Brown & Co., LLC. Carla's expertise includes working with a range of clients, including individuals, corporations, institutions, and high-net-worth individuals. Carla is a registered representative in 53 states and the District of Columbia and holds Series 63, Series 7, and SIE licenses.

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ADVISOR BIO

Carmelita Yunaranie Singh-mayer has been a registered representative since 1993. Carmelita is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. Carmelita has also been previously registered with Morgan Keegan & Company, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Dean Witter Reynolds Inc., and Northern Trust Securities, Inc.. Carmelita has experience in the securities industry for over 29 years. Carmelita holds several licenses including Series 7, Series 31, Series 63, Series 65 and the SIE. Carmelita has specialized in investments and financial planning services for individuals, businesses and pension plans.

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ADVISOR BIO

Carole Enisman is a financial advisor with over 30 years of experience in the industry. Carole is currently registered with Cambridge Investment Research Advisors, Inc. in Florida and Texas and has been with the firm since December 2019. Carole has experience with a range of financial products and services including investment advisory services, portfolio management, financial planning, and pension consulting. Carole is committed to helping clients reach their financial goals through personalized financial advice and guidance.

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ADVISOR BIO

Carolina Restrepo is a financial advisor with Morgan Stanley. Carolina has been in the financial services industry since December 2016. Carolina has a Series 7 and Series 66 licenses and is registered with the states of Arizona, California, Colorado, Delaware, Florida, Georgia, Maine, Maryland, Michigan, Minnesota, New York, Puerto Rico, Tennessee, Texas, and Virginia. Carolina previously worked at Oppenheimer & Co. Inc. and has experience in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Carolyn Kitzel is a financial advisor with Spire Wealth Management, LLC in Fort Lauderdale, FL. Carolyn is a Certified Financial Planner and has been in the industry for over 20 years. Prior to joining Spire Wealth Management, LLC, Carolyn was a financial advisor at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Citigroup Investment Services and Morgan Stanley DW Inc. Carolyn has experience working with high-net-worth individuals, corporations, and charitable organizations. Carolyn provides a variety of services including financial planning, retirement planning, and insurance.

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ADVISOR BIO

Casey Prisco is a financial advisor currently registered with Morgan Stanley. Casey has been in the financial industry since April 2018. They have held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Advisor Networks LLC, Deutsche AM Distributors, Inc. and Lincoln Investment. Casey has a Series 66 license, as well as Series 7 and SIE licenses. Casey works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies and investment companies.

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ADVISOR BIO

Cesar Benjamin Soria is a financial advisor registered with Morgan Stanley and is actively working in the financial industry since August 9, 2001. Cesar has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., NationsBanc Investments, Inc. and Barnett Investments, Inc. Cesar has a strong track record of success in the financial services industry, having earned numerous certifications and licenses.

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ADVISOR BIO

Chad Hill is an investment advisor representative registered with Osaic Wealth, Inc. Chad has been in the financial services industry since 2014. Chad has registrations in Arizona, California, Florida, Illinois, Louisiana, Missouri, New Hampshire, North Carolina, North Dakota, and Texas. Chad is also a registered investment advisor in Florida and Texas. Chad has passed the Series 7 and Series 66 exams as well as the SIE exam. Chad is a financial planner and provides financial planning services as well as portfolio management for both individuals and businesses. Chad is also involved in pension consulting and educational seminars. Chad is a registered representative of SagePoint Financial, Inc. and Madison Avenue Securities, LLC. Chad has also worked at G.F. Investment Services, LLC and Metlife Securities, Inc.

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ADVISOR BIO

Charles McKee is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Charles has been in the securities industry since 2018 and is registered in 28 states. Charles holds the Series 7, 66, and SIE licenses. Charles's primary office location is with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Lauderdale, Florida. Charles is affiliated with the firm Merrill Lynch, Pierce, Fenner & Smith Inc. which manages assets in excess of $1 trillion and is regulated by FINRA and the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Charles Bosanac is an investment advisor representative registered with Global Wealth Management Investment Advisory, Inc. Charles's primary office location is in Fort Lauderdale, Florida. Charles is registered with the state of Florida. Charles has been an Investment Advisor Representative for one year. Charles has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Charles has a specialization in Fixed Annuities, Variable Annuities, Mutual Funds, ETF's and UIT's. Prior to joining Global Wealth Management Investment Advisory, Inc., Charles had experience in customer service, food service, and management.

SPECIALIZATIONS