ADVISOR BIO

Abigail Leona Kolb is a financial advisor with J.p. Morgan Securities LLC. Abigail holds the Series 63, Series 6TO and SIE licenses and is registered in the state of Florida and Michigan. Abigail has been in the industry since June 2022. The advisor's primary office is in PALM HARBOR, FL. The advisor has an active FINRA registration and is currently licensed to provide securities and investment advice. Abigail specializes in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Adam Abelson is a financial advisor at Morgan Stanley. Adam is registered to provide investment advice in 46 states and the District of Columbia. Adam has been in the industry since 2015. In addition to working at Morgan Stanley, Adam also serves on the investment committee of Ruth Eckerd Hall and the Investment Committee of Temple Ahavat Shalom.

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ADVISOR BIO

Alan Edwards is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with Cetera Investment Advisers LLC in Florida and Texas. His expertise spans various financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Alan has previously held positions at prominent firms like Morgan Stanley and Citigroup Global Markets Inc., demonstrating a consistent commitment to serving clients with a broad range of financial needs.

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ADVISOR BIO

Alex Muscati is a financial advisor at Morgan Stanley. Alex has been in the financial services industry since 1994 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Alex is registered to provide investment advice in multiple states and holds Series 7, 31, and 63 licenses, as well as a Series 65 license. Alex also holds the SIE designation. Before joining Morgan Stanley, Alex was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alex has a proven track record of helping clients achieve their financial goals, and is committed to providing personalized advice and exceptional service.

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ADVISOR BIO

Amy Lorraine Gates is a financial professional with over 20 years of experience in the industry. Amy has a strong background in providing financial advice and portfolio management services for individuals, families, and small businesses. Amy is currently registered with Trust Advisory Group Ltd. and holds licenses in several states including Florida, Massachusetts, and New Hampshire. Amy specializes in financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Andrew Bertan is a financial advisor with J.P. Morgan Securities LLC. Andrew has been in the industry since January 23, 2022. He is registered with FINRA and the state of Florida. Andrew's specialties include: Mutual Funds, Variable Annuities, Fixed Annuities, Stocks, Bonds. Andrew is located in Palm Harbor, Florida.

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ADVISOR BIO

Anis Dridi is a registered representative with J.p. Morgan Securities LLC. Anis has been in the financial industry for over 12 years and has experience working with clients in the insurance, charitable, and corporate sectors. Anis has a strong understanding of the financial markets and can help clients with a variety of financial needs.

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Anthony Adamo is a financial advisor at Independent Financial Partners. Anthony has been a registered representative for over 30 years, and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Anthony is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.

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ADVISOR BIO

Antonio Estrada is a registered representative with J.p. Morgan Securities LLC. Antonio is licensed in Florida. Antonio holds the Series 6TO and SIE licenses and has been in the industry for over 1 year. Antonio works at the Palm Harbor, Florida branch office of J.p. Morgan Securities LLC. Antonio specializes in Retirement Planning, Mutual Funds, Annuities, Variable Annuities, and Life Insurance.

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ADVISOR BIO

Barrington Leonard Minnis is a financial advisor with J.P. Morgan Securities LLC. Barrington has been in the industry since September 18, 2008. Barrington is registered with FINRA and the state of Florida and Texas. Barrington has a Series 6, 7, 9, and 66 license. Previously, Barrington worked for Morgan Stanley and AXA Advisors, LLC.

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