ADVISOR BIO

Jessica Delareza is an Investment Advisor Representative associated with Morgan Stanley in Fort Lauderdale, FL. Jessica has been in the financial industry since 2004 and has worked at multiple firms such as Madison Avenue Securities, LLC, Truist Investment Services, Inc., Ladenburg Thalmann & Co. Inc., Walnut Street Securities, Inc., Southwest Securities, Inc. and UBS Securities LLC. She is licensed to provide investment advice in Florida. She has passed the Series 7, Series 63, and Series 65 exams. Jessica's specializations include investment and financial planning, and she provides services to a wide range of clients, including individuals, businesses, corporations, high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.

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ADVISOR BIO

Jessica Digiovanni is a financial advisor with over 10 years of experience in the industry. Jessica is currently registered with Morgan Stanley and has been with the firm since August 2018. Prior to joining Morgan Stanley, Jessica worked at Purshe Kaplan Sterling Investments and IFS Securities. Jessica has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service. Jessica offers a variety of services, including financial planning, investment management, and asset allocation advice. Jessica is a highly qualified and experienced financial advisor who is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Jessica Sabath is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since December 7, 2007. Jessica has a broad range of experience and specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses.

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ADVISOR BIO

Jill Wilson Richardson is a financial advisor who has been in the industry since 1989. Jill is currently registered with Oppenheimer & Co. Inc. in Florida and Arizona. Jill has held previous registrations with Citigroup Global Markets Inc. and Oppenheimer & Co., Inc., as well as J. W. Gant & Associates, Inc.. Jill is also a co-owner of the Gallery of Modern Masters in Sedona, Arizona, and has been involved in various other business ventures. Jill is a Registered Representative (Series 7) and a Registered Investment Advisor (Series 65). Jill is committed to providing her clients with comprehensive financial advice and services.

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ADVISOR BIO

Jimmey Earl Green is a financial advisor with over 30 years of experience in the industry. Jimmey is currently registered with Osaic Wealth, Inc., and is licensed to provide financial advice in 17 states. Jimmey has held previous positions at Sagepoint Financial, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Allmerica Investments, Inc. Jimmey provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers. Jimmey's expertise spans various financial products, as evidenced by his experience with investment companies, variable contracts, commodities, and general securities.

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ADVISOR BIO

Joan Morgan Brown is a financial advisor with Morgan Stanley. Joan has been in the securities industry since 2001. Joan works in the Fort Lauderdale, FL office. Joan has passed the Series 7, Series 66, and the SIE exams and is registered in 42 states. Joan also has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and is licensed in both Broker/Dealer and Investment Advisor capacities.

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ADVISOR BIO

Joana Rosario Wilkinson is a registered representative with J.P. Morgan Securities LLC, who has been in the industry since May 2017. Joana Wilkinson specializes in providing financial planning, pension consulting, and portfolio management services to both individuals and businesses. Joana Wilkinson is registered in the state of Florida, and holds Series 6 and SIE licenses.

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ADVISOR BIO

Joanna Mora is a financial advisor with over 40 years of experience in the industry. She is currently registered with Wells Fargo Advisors Financial Network, LLC and has been serving clients in the area since 2009. Joanna has a wide range of experience, including investment management, financial planning, and retirement planning. Joanna is a Certified Financial Planner and has a strong track record of helping clients achieve their financial goals. Her previous experience includes positions with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Josephthal & Co., Incorporated, and Dean Witter Reynolds Inc. Joanna is dedicated to providing her clients with personalized advice and service.

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ADVISOR BIO

Jodie Young is a financial advisor with Wells Fargo Clearing Services, LLC. Jodie has been in the industry for 16 years, and has experience in a variety of firms including TD Ameritrade, Inc., E*TRADE Securities LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Jodie holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Jodie is registered to provide investment advice in Alabama, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Texas.

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ADVISOR BIO

Joel Goren is a financial advisor with Truist Advisory Services, Inc. Joel is a Certified Financial Planner. He is licensed to provide financial advice in Florida. Joel has over 6 years of experience in the financial services industry. He has been registered with Truist Advisory Services, Inc. since February 2021. Prior to that, Joel worked at BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., and SunTrust Investment Services, Inc.. He offers a variety of services, including financial planning, portfolio management, and publication of periodicals. Joel specializes in financial planning for individuals, corporations, and businesses. Joel is committed to providing his clients with the highest level of service and guidance.

SPECIALIZATIONS