ADVISOR BIO

Candis A. Brown is a registered representative with Raymond James & Associates, Inc. Candis has over 18 years of experience in the securities industry. Candis's profile shows that she has held prior positions with firms like Raymond James Financial Services, Inc., Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc. Candis has a Series 7, Series 10, Series 9, Series 24, Series 66, and Series 79TO.

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ADVISOR BIO

Candy Acosta Perozo is a registered representative with J.p. Morgan Securities LLC in Naples, FL. Candy has been in the industry since December 2022. Candy is licensed to sell investment company products/variable contracts, and holds the Series 6TO and SIE licenses.

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ADVISOR BIO

Candy D Murphy is a financial advisor currently registered with Osaic Wealth, Inc. Candy has been working in the financial industry since July 12, 2005 and holds both Series 7 and Series 66 licenses. Candy has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Candy's expertise includes financial planning, portfolio management for businesses and individuals, and pension consulting. Candy is also a registered investment advisor and provides investment advisory services through Securities America Advisors, Inc.

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ADVISOR BIO

Caprice Rose Clarke is a registered representative of Citigroup Global Markets Inc. and holds a Series 66 license. Caprice Rose Clarke is a registered investment advisor representative in Florida. Caprice Rose Clarke has been in the securities industry for over 1 year and has a total of 78 registrations with different state and firm regulatory bodies. Caprice Rose Clarke has also passed 3 exams including Series 7, Series 66 and SIE. Caprice Rose Clarke specializes in providing asset allocation advice, financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Citigroup Global Markets Inc. is a large firm with over $50 billion in assets under management.

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ADVISOR BIO

Cara Leigh has been in the financial services industry since August 1997. Cara is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC and is licensed in 42 states. Cara holds Series 4, 7, 24, 55, 63 and SIE licenses. Prior to joining Wells Fargo, Cara worked at several firms including Moors & Cabot, Inc., Oppenheimer & Co. Inc., Investors Capital Corp., Credit Suisse Securities (USA) LLC, Boston Institutional Services Incorporated, National Financial Services LLC, Fidelity Brokerage Services, Inc., and Scudder Financial Services, Inc. Cara's previous experience gives her a strong foundation in financial services and allows her to offer a wide range of investment services to her clients. Cara specializes in providing financial planning, investment consulting, and portfolio management services for individual and business clients.

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ADVISOR BIO

Cara Wolf is a financial advisor who has been in the industry since December 14, 2015. Cara is currently registered with Raymond James & Associates, Inc. and has been with the firm since August 21, 2017. Prior to joining Raymond James & Associates, Inc., Cara was employed at RAYMOND JAMES FINANCIAL SERVICES, INC. from December 12, 2006 to August 18, 2008. Cara holds the Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Cara Lamborn is a registered representative with M Holdings Securities, Inc. and has been in the securities industry since 2002. Cara is licensed in Florida and has passed the Series 7 and SIE exams. Cara was previously a registered representative at Valmark Securities, Inc. Cara is a specialist in providing investment advice to individuals and businesses, specializing in areas including financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Cara Puccio is an investment advisor representative with Morgan Stanley in Boca Raton, Florida. Cara has been in the industry since March 1, 2012, and holds licenses in Florida, Texas, and 51 other states. Cara has a Series 63, Series 66, Series 7 and SIE licenses. Cara is also registered as an investment advisor representative with the state of Florida. In addition to her role with Morgan Stanley, Cara also works as a landlord, managing properties in Boca Raton, Florida.

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ADVISOR BIO

Cara-lynne Dionisio is a financial professional with J.P. Morgan Securities LLC in PORT ST LUCIE, Florida. Cara-lynne has been in the industry since May 2019 and is registered with FINRA and the state of Florida. Cara-lynne holds the Series 6TO and SIE licenses and specializes in providing investment advice for individuals, businesses, high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Caren Cardin is a financial advisor with Ameriprise Financial Services, LLC. Caren has been in the financial services industry since October 30, 2000. Caren is registered with the state of Florida as a registered representative and an investment advisor representative. Caren is also registered with the state of Texas as a registered representative. Caren has previously worked at Stiefel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Ameriprise Financial Services, LLC is a large financial services firm with over $1 trillion in assets under management. The firm provides a wide range of financial products and services to individual and institutional clients.

SPECIALIZATIONS