ADVISOR BIO

Susan Darlene Wells is a registered representative with M Holdings Securities, Inc., where she has been employed since May 2004. Susan has over 24 years of experience in the financial services industry, beginning her career in January 1999 at WS Griffith Securities, Inc. Susan holds the Series 6, Series 7, and SIE licenses. Susan specializes in providing investment advice and financial planning for individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Susan Scandone is a financial advisor with Janney Montgomery Scott LLC. Susan has been in the financial services industry since 2002 and has experience working with both individual and institutional clients. Susan has a Series 7, Series 63, Series 9, Series 10, and Series 66 licenses. Susan holds a degree in Finance from the University of Pennsylvania and a Master of Business Administration from the Wharton School of Business. Susan is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Susan Whitlock-mercado is a financial advisor with over 20 years of experience in the industry. She is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous roles at CETERA ADVISORS LLC and RAYMOND JAMES & ASSOCIATES, INC. Susan is a licensed securities professional with Series 7, 63, and 66 registrations. Her specializations include providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Susan Randazzo is a financial advisor with Wells Fargo Clearing Services, LLC in CORAL SPRINGS, FL. Susan has been in the industry since June 12, 2001 and has a combined 14 years of experience at both Wells Fargo and Citigroup. She is registered with FINRA and holds Series 63, 7, 9 and SIE licenses. Susan specializes in providing financial planning and investment consulting services to both individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Susan Buckley is a financial advisor with Wells Fargo Clearing Services, LLC. Susan has been in the industry since January 2006 and has been registered with Wells Fargo Clearing Services, LLC since January 2006. Susan is licensed to provide investment advice and sell securities in Florida and Georgia. Susan holds the following licenses: Series 6, Series 63, and SIE. Susan is also a Registered Representative of Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Susan Franco is a financial advisor with over 11 years of experience in the financial services industry. Susan has a strong track record of success in helping clients achieve their financial goals. Susan is registered to provide investment advice in 25 states and is currently affiliated with Raymond James & Associates, Inc. in Coral Gables, Florida. Prior to joining Raymond James, Susan was employed by MORGAN STANLEY in Coral Gables, Florida. Susan is a Series 7 and Series 63 licensed representative and holds the SIE designation.

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ADVISOR BIO

Susan Hedberg has been in the financial industry since October 26, 1986 and is currently registered with Raymond James & Associates, Inc. in Ponte Vedra Beach, FL. Susan has a broad range of experience in the industry, having previously worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated. Susan is a licensed Investment Advisor Representative (IAR) and holds licenses in 20 different states. Susan is also a General Securities Representative and holds a Series 7, Series 10, and Series 9 license.

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ADVISOR BIO

Susan Lepola is a financial advisor with UBS Financial Services Inc. in Naples, Florida. Susan has been in the financial services industry since 1999 and has extensive experience in helping clients with their financial planning needs. Susan is a Registered Representative and Investment Advisor Representative and holds Series 7, 31, 63, and 65 licenses. Susan is also a licensed agent in Indiana.

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ADVISOR BIO

Susan Weinblatt is a financial advisor with Cetera Investment Advisers LLC, located in Boca Raton, FL. Susan has been in the industry since February 1993. Susan is a Certified Financial Planner and holds both Series 7 and 63 securities licenses and Series 65 investment advisor licenses. Previously, Susan was a financial advisor with Securian Financial Services, Inc. in Boca Raton, FL, and New England Securities in Boca Raton, FL. Susan also has experience as a fixed insurance agent/broker and as a trustee.

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ADVISOR BIO

Susan Miranda is a financial advisor registered with Janney Montgomery Scott LLC. Susan has been in the financial industry since February 25, 2003. Susan has a Series 7, Series 63 and SIE license and has experience with a variety of client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Susan's office is located in Miami, FL.

SPECIALIZATIONS