ADVISOR BIO

Cassandra Smalley is a Certified Financial Planner™ and Chartered Financial Analyst® with over 14 years of experience in the financial services industry. Cassandra is a published author, offering online courses and educational webinars in addition to her role as an Investment Advisor Representative. Cassandra is registered as an Investment Advisor Representative with Cassandra Smalley Wealth Management.

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ADVISOR BIO

Cassandra Strickland is a financial professional who has been in the industry since 2020. Cassandra is currently registered with MML Investors Services, LLC. She is licensed to provide investment advice in Florida and Virginia. Cassandra is also qualified to sell a variety of investment products, including variable contracts and investment company products. Her previous employment includes NYLIFE Securities LLC and MML Investors Services, LLC. Cassandra specializes in a wide range of investment areas including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Cassandra Henning is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Cassandra Henning has been in the securities industry since 2022 and has a Series 7, 66 and SIE. Cassandra Henning is registered in 36 states, including Florida, Texas, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virgin Islands, Virginia, Washington, and Wisconsin. Cassandra Henning's firm manages over $1 trillion in assets. Cassandra Henning specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

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ADVISOR BIO

Cassandra Scalia is an investment advisor representative with Morgan Stanley, licensed to provide investment advice in 57 states and the District of Columbia. Cassandra has been in the financial services industry since 2001, providing a range of services to individuals, high-net-worth individuals, corporations, investment clubs, investment companies, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Cassandra also provides financial planning, asset allocation advice, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Cassandra Burke is a financial advisor with Raymond James & Associates, Inc., located in St. Petersburg, FL. Cassandra has been in the industry since 2016 and has a Series 6, Series 63 and SIE license. Cassandra previously worked at T. Rowe Price Investment Services, Inc. in Tampa, FL.

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ADVISOR BIO

Cassandra Truesdale Gutierrez is a registered representative with Citigroup Global Markets Inc. Cassandra has been in the securities industry since May 13, 2012. Cassandra holds Series 66, Series 7, and SIE licenses. Cassandra has been associated with Citigroup Global Markets Inc. since January 2012.

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ADVISOR BIO

Cassandra Brandt has been working in the financial services industry since February 22, 2000. Cassandra is currently registered with Raymond James & Associates, Inc. and is located in the St. Petersburg, FL branch office. Cassandra holds Series 63, 66, 7 and SIE licenses, which allows Cassandra to provide financial services to individual clients, corporations, and other businesses. Cassandra has been registered with Raymond James & Associates, Inc. since January 6, 2006 and previously held a registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Cassandra Ritter is a registered representative with J.p. Morgan Securities LLC in Clearwater Beach, Florida. Cassandra has been in the industry for over a year and has passed both the Securities Industry Essentials (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Cassandra is registered to conduct business in Florida.

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ADVISOR BIO

Cassidy Giroux is a financial professional with Equitable Advisors, LLC, working out of the Jacksonville, Florida office. Cassidy holds Series 66 and Series 7TO licenses as well as the SIE exam. She specializes in financial planning, portfolio management for both businesses and individuals, pension consulting, and selection of other advisors. Cassidy also provides educational seminars to her clients.

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ADVISOR BIO

Cassie Albin is a financial advisor at Raymond James & Associates, Inc. Cassie has been working in the financial services industry since 2014. She has experience working with clients including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Cassie specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. She is registered with the state of Minnesota and holds the Series 66, Series 7, and SIE licenses. Cassie previously worked at UBS Financial Services Inc., Wealth Enhancement Brokerage Services, LLC, and LPL Financial LLC.

SPECIALIZATIONS