ADVISOR BIO

Bailey J. Rudolph is a financial advisor with Wells Fargo Clearing Services, LLC. Bailey has been in the financial services industry since 2021. Bailey holds the Series 66, Series 7TO, and SIE licenses. Bailey has experience working with individuals, corporations, and charitable organizations. Bailey's primary office is located in BOCA RATON, FL.

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ADVISOR BIO

Bailey Crespi is a financial professional with Oppenheimer & Co. Inc. Based in Coral Gables, FL, Bailey has been in the industry for over 4 years and is licensed to conduct business in Florida and New York. Bailey holds Series 63, 79TO, and SIE licenses. In addition to the firm's financial planning and portfolio management services, Bailey is also available to advise on pension consulting and the selection of other advisors.

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ADVISOR BIO

Baltazar Sayan is a registered representative of UBS Financial Services Inc. Baltazar is based in Miami, Florida and has been working in the industry since May 12, 2024. Baltazar holds Series 7TO, SIE, and Series 66 licenses. Baltazar specializes in investment advisory services, financial planning, and portfolio management for individuals and businesses. Baltazar has extensive experience in providing investment advice to clients with a wide range of needs.

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ADVISOR BIO

Banner Clark is a financial advisor with Capital Investment Advisors, LLC. Banner has been in the financial industry since July 2014. Banner holds the Series 7, Series 63, and Series 66 licenses. Banner is also a Certified Financial Planner. Banner provides financial planning, portfolio management for individuals, and selection of other advisors. Banner works with high-net-worth individuals and individuals other than high-net-worth.

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ADVISOR BIO

Bao loc john Nguyen is an Investment Advisor Representative associated with Florida Financial Advisors, LLC. Bao loc john Nguyen has been in the industry since 2024. Bao loc john Nguyen is licensed in Florida as an Investment Advisor. Bao loc john Nguyen's current registrations are with Florida Financial Advisors, LLC. Bao loc john Nguyen offers various advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Bao-Tran Do Nguyen is a registered investment advisor representative with UBS Financial Services Inc. Bao-Tran Do Nguyen has been in the industry since 2022. Bao-Tran Do Nguyen has passed the Series 66, Series 7TO and SIE exams. Bao-Tran Do Nguyen is licensed in 54 states.

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ADVISOR BIO

Barbara Ann Sharp is a financial advisor with over 16 years of experience in the financial services industry. Barbara Ann Sharp is currently registered with LPL Financial LLC and has been with them since October 2012. Previously, she worked at WELLS FARGO ADVISORS, LLC and EDWARD JONES. Barbara Ann Sharp holds Series 7, 63, and 66 securities licenses. Barbara Ann Sharp is registered to provide investment advice in Florida.

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ADVISOR BIO

Barbara Loew is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Barbara has been in the financial industry since 1998 and is currently registered with the state of Florida and New York. Barbara has a wide range of experience in the financial industry and is able to provide a variety of services to her clients. Barbara holds the Series 7, Series 63, and Series 65 licenses, and is a registered representative of Wells Fargo Advisors Financial Network, LLC.

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ADVISOR BIO

Barbara Roman Taylor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Barbara is a registered investment advisor and has been in the industry since 1988. Barbara specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Barbara has experience in a variety of investment areas, including stocks, bonds, mutual funds, and options. Barbara holds Series 7, 31 and 63 licenses, as well as the SIE and Series 65. Barbara has previously worked at Morgan Stanley, JW Charles Securities, Inc., and Dean Witter Reynolds Inc.

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ADVISOR BIO

Barbara C. Nevils is a financial advisor with Sax Wealth Advisors, LLC. Barbara has been in the industry since September 2005. She has a designation as a Certified Financial Planner. Barbara specializes in Financial Planning, Pension Consulting, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Barbara has been registered with the state of New Jersey since February 2024. Currently, Barbara is a financial advisor at Sax Wealth Advisors, LLC in Parsippany, NJ and Jacksonville, FL.

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