Years of Experience
5-20+ Years
Ocala, FL
19 Years Experience
0 Disclosures
ADVISOR BIO
Angela Lewis is a financial professional with over 17 years of experience in the financial services industry. She is a Registered Representative with State Farm Investment Management Corp. and holds Series 6 and SIE licenses. Her expertise includes investment company products, variable contracts, and financial planning.
SPECIALIZATIONS
OCALA, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Blanca Elena Fernandez is an experienced investment advisor with over 25 years in the financial services industry. Blanca is currently registered with Texas Capital Bank Private Wealth Advisors and previously held positions with a variety of firms including Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Blanca holds Series 3, 7, 9, 10, 24, 63 and 65 licenses and is a registered investment advisor representative in Texas, Florida and Alabama. Blanca specializes in working with high-net-worth individuals, corporations and charitable organizations.
SPECIALIZATIONS
OCALA, FL
23 Years Experience
0 Disclosures
ADVISOR BIO
Jeffery Stewart is an investment professional with over 20 years of experience in the financial services industry. Jeffery is a Registered Representative and Investment Advisor Representative, licensed to conduct business in multiple states. Jeffery Stewart is currently affiliated with Morgan Stanley, where Jeffery is a financial advisor. Prior to joining Morgan Stanley, Jeffery Stewart has worked at Stifel, Nicolaus & Company, Incorporated and UBS Financial Services Inc.
SPECIALIZATIONS
Ocala, FL
0 Disclosures
ADVISOR BIO
Raul E Fernandez is a registered Investment Advisor Representative (IAR) for Knights Of Columbus Asset Advisors LLC in Ocala, Florida. Raul E Fernandez is also an insurance agent for Knights of Columbus. Raul E Fernandez holds a Series 65 license, which is a Uniform Investment Adviser Law Examination, and is also registered with the state of Florida. Raul E Fernandez has been in the financial industry since September 2013.
SPECIALIZATIONS
OCALA, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Robert Thomas Kennedy is a financial advisor registered with Morgan Stanley. Robert has been working in the financial services industry since 2013 and is licensed to provide investment advice in multiple states. Robert holds the Series 7, Series 66 and SIE licenses.
SPECIALIZATIONS
OCALA, FL
32 Years Experience
2 Disclosures
ADVISOR BIO
Russel Dingman is an active financial advisor registered with Morgan Stanley in Ocala, FL. Russel has been in the financial industry since March 1993 and has a long history of experience with several firms, including Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Russel is also a registered investment advisor in Florida and Texas.
SPECIALIZATIONS
Ocala, FL
27 Years Experience
1 Disclosures
ADVISOR BIO
Scott Cameron is a financial professional with over 20 years of experience in the industry. Scott is a Registered Representative of State Farm Investment Management Corp and specializes in providing investment advice and portfolio management for individuals and investment companies. Scott holds the Series 6 and SIE licenses and is a Chartered Financial Consultant. Scott has been with State Farm Investment Management Corp since 2012. Scott is also the owner of Scott Cameron's Insurance Agency and has been providing insurance services since 2001.
SPECIALIZATIONS
