ADVISOR BIO

Beatriz Eugenia Soler-balsinde is a registered representative of Morgan Stanley and has been in the financial industry for over 19 years. Beatriz holds licenses for securities and investment advisory services in Florida, Texas and several other states. Beatriz has experience in providing financial advice to individuals, corporations, and institutions. Beatriz has previously worked for UBS International Inc., Dresdner Lateinamerika Financial Advisors LLC, EFG Capital International and Wells Fargo Clearing Services.

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ADVISOR BIO

Beau Combs is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Beau has been in the industry since 2018 and is registered in Alabama, Arizona, Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, Texas, and Virginia. Beau is a Series 66, 7TO, and SIE licensed representative. Beau has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Beau Ozyenidunya is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Beau is licensed in Florida and has over two years of experience in the financial services industry. Beau holds the Series 6 and SIE licenses. Beau has a strong understanding of investment products and has been actively involved in providing financial advice to clients.

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ADVISOR BIO

Beckie Clark is a financial advisor at Robert W. Baird & Co. Inc. in Siesta Key, Florida. Beckie has been working in the industry since July 2009. Beckie holds the Series 7, Series 9, Series 10, and Series 66 licenses. Beckie is a registered representative with FINRA.

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ADVISOR BIO

Becky Tochip is a financial advisor currently affiliated with MML Investors Services, LLC. Becky has over 17 years of experience in the financial services industry. Becky holds Series 7, Series 63, and Series 65 licenses. Becky's experience includes providing financial advice to individuals, corporations, businesses, and retirement plans.

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ADVISOR BIO

Becky Boylan is a financial advisor at J.p. Morgan Securities LLC. Becky has been in the financial services industry for over 10 years and has a Series 6 and SIE license. Becky is registered with FINRA and has experience in financial planning and portfolio management.

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ADVISOR BIO

Becky Haya Acevedo has been a registered representative since September 1997. Becky is currently registered with Morgan Stanley and is licensed in several states including Florida, Texas, California, Colorado, and New York. Becky has experience working for Lehman Brothers Inc. and Morgan Stanley & Co. Incorporated. Becky is also a certified meditation and Reiki practitioner.

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ADVISOR BIO

Bekki Sue Chiasson is a financial advisor registered with Wells Fargo Clearing Services, LLC. Bekki has been in the financial industry since 2020. Bekki works out of the New Port Richey, Florida branch office. Bekki is a licensed securities agent and holds the Series 6, Series 63, and SIE licenses. Bekki Sue Chiasson is registered with the states of Florida and Georgia.

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ADVISOR BIO

Belinda Rodriguez is a financial advisor with Morgan Stanley, a leading global financial services firm. With over 20 years of experience in the industry, Belinda has a deep understanding of investment strategies and financial planning. Belinda is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals. She is a registered representative with FINRA and is licensed in multiple states. Belinda holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Belinda has a strong track record of success and is dedicated to helping her clients build a secure financial future.

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ADVISOR BIO

Belinda Miller is an investment advisor representative at Edward Jones. Belinda is registered with the state of Florida, and is currently active in the industry. Belinda has been active in the securities industry since January 2023. Belinda has experience in the financial services industry, and is committed to helping clients achieve their financial goals.

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