ADVISOR BIO

Steven Wellins is a financial advisor with Wells Fargo Clearing Services, LLC. Steven has been in the financial services industry since 1992. Steven is registered with the Securities and Exchange Commission and is a Registered Representative of Wells Fargo Clearing Services, LLC. Steven provides investment advice and financial planning services to individuals and businesses.

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ADVISOR BIO

Sugar Silverblatt Murphy is a financial advisor currently registered with LPL Financial LLC in FORT LAUDERDALE, FL. Sugar has been in the financial services industry since 1998. Sugar has held prior registrations with INVEST Financial Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Morgan Stanley DW Inc., and Advest, Inc.

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ADVISOR BIO

Susan K. Peets is a financial advisor who has been working in the industry since 2003. Susan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at Morgan Stanley and Citigroup Global Markets Inc. Susan has a wide range of experience in the financial services industry and is committed to providing her clients with the best possible service.

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ADVISOR BIO

Susan Stephens is a financial advisor with over 25 years of experience in the financial services industry. Susan Stephens currently works with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc. Susan worked for CHARLES SCHWAB & CO., INC. Susan has experience working with corporations, individuals, high net worth individuals, charitable organizations, retirement plans, and other types of clients. Susan Stephens holds Series 63, Series 65, Series 7, and Series 62 licenses.

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ADVISOR BIO

Susan M. Palen is a financial advisor with over 20 years of experience in the industry. Susan is currently registered with Osaic Wealth, Inc. and is located in FORT LAUDERDALE, FL. Susan has held previous positions with SAGEPOINT FINANCIAL, INC., HORNOR, TOWNSEND & KENT, INC., NEW ENGLAND SECURITIES, METLIFE SECURITIES INC., and WASHINGTON SQUARE SECURITIES, INC. Susan has a broad range of experience and holds Series 4, 7, 24, and 52TO licenses. Susan specializes in providing financial advice to a wide range of clients including individuals, businesses, and institutional clients.

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ADVISOR BIO

Suzannah Richards is a financial advisor with Eagle Strategies LLC. Suzannah has been in the industry since 2008 and is registered with the state of Florida and Texas. Suzannah is licensed to provide investment advice to individuals, corporations, high-net-worth individuals and charitable organizations. Suzannah is also a licensed insurance broker.

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ADVISOR BIO

Suzanne Zaccaria is a financial professional with over 25 years of experience in the financial services industry. Suzanne currently works at RBC Capital Markets, LLC, where she is a registered representative and investment advisor. Suzanne has previously held positions at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Janney Montgomery Scott LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Suzanne is registered to provide investment advice and securities-related services in numerous states. Suzanne's expertise includes financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Suzette Julia Druzik is a registered representative with Oppenheimer & Co. Inc., having joined the firm in January 2003. Suzette has been in the financial services industry since July 1978. Suzette is licensed to conduct business in several states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Suzette also holds the Series 63, Series 7, and SIE licenses. Prior to working at Oppenheimer & Co. Inc., Suzette worked at CIBC WORLD MARKETS CORP., Oppenheimer & Co., Inc., TUCKER, ANTHONY & R. L. DAY, INC., Oppenheimer & Co., Inc., SHEARSON/AMERICAN EXPRESS INC., THOMSON MCKINNON SECURITIES INC., and BALOGH SECURITIES, INC..

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ADVISOR BIO

Tammy Jo Cipollone is a financial advisor with over 30 years of experience in the industry. Tammy is registered with Morgan Stanley and is licensed to provide investment advice in multiple states. Tammy has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Tammy specializes in portfolio management, financial planning, and retirement planning. Tammy is committed to providing her clients with personalized investment advice and guidance that meets their individual needs.

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ADVISOR BIO

Ted Abers has been in the financial services industry since February 24, 1984. Ted is currently registered with Morgan Stanley as a Registered Representative. Ted is licensed in 29 states, including Florida and Texas. Ted is a general securities representative and has passed exams for Series 3, 7, 9, 10, 63, and 65. Prior to joining Morgan Stanley, Ted was employed by Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Paine Webber Incorporated.

SPECIALIZATIONS