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Recent Cpwa® Certificants

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Recent Cpwa® Certificants SEPTEMBER OCTOBER INSIDE INVESTMENTS & WEALTH INSTITUTE 2019 RECENT CPWA® CERTIFICANTS The following individuals recently Michael Hatch, UBS Financial Services Inc., El Segundo, CA Sean Obermeyer, Fifth Third Private Bank, Indianapolis, IN earned the CPWA® certification: Hugh Hembree, Merrill Lynch, Fort Smith, AR Todd Oetken, Hilliard Lyons, Jeffersonville, IN Sasson Afshari, Merrill Lynch, Scottsdale, AZ Robert Hendricks, Merrill Lynch, Hollywood, FL John O’Neill, Merrill Lynch, New York, NY Grant Aidner, Merrill Lynch, New York, NY Samuel Holbert, SCS Financial, New York, NY Jennifer Owens, UBS Financial Services, Greeley, CO Vilma Allenbrand, UBS Financial Services, San Francisco, CA Michael Holden, Merrill Lynch, Summit, NJ Kyle Parker, Northwestern Mutual, Raleigh, NC Jonathan Amoia, Sandhill Investment Mgmt., Buffalo, NY Andrew Hollenkamp, Fifth Third Private Bank, Cincinnati, OH Michael Passante, Focused Wealth Mgmt., Highland, NY Erik Averill, AWM Capital, Phoenix, AZ Patrick Houghton, Merrill Lynch, Billings, MT Bareq Peshtaz, Morgan Stanley, Seattle, WA Melanie Avery, UBS Financial Services, Chesterfield, MO Frederick Hubach, Hemington Wealth Mgmt., Washington, DC Keith Petrus, Morgan Stanley, New York, NY Scott Avery, Merrill Lynch, Abilene, TX W. Kelly Huff, Wells Fargo Advisors, El Dorado Hills, CA Stacey Pittman, BT Wealth Advisors, Tampa, FL Kurt Balderston, Edelman Financial Engines, Wildwood, MO Terence Hunt, Merrill Lynch, Boston, MA John Quisenberry, Morgan Stanley, Charleston, WV Rachael Bator, Lake Street Advisors, Portsmouth, NH John Hupp, Morgan Stanley, Minneapolis, MN R Ravichandran, Naperville, IL Stephen Beiser, Northwestern Mutual, Milwaukee, WI Brandon Hutchison, Merrill Lynch, Cincinnati, OH Michael Reid, Westwood Holdings Group, Irving, TX Julia Bishop, Merrill Lynch, Florham Park, NJ Alan Jacobson, Morgan Stanley Smith Barney, Warren, NJ Sean Reilly, Morgan Stanley, Providence, RI Carolyn Boccaccio, Oppenheimer Funds, Briarcliff Manor, NY Sanjay Jain, Optimal Wealth Group, Potomac, MD Andrea Remec, Tortoise Investment Mgmt., White Plains, NY Ryan Bohm, Adams Wealth Advisors, Logan, UT Derek Jancisin, Merrill Lynch, Pittsburgh, PA Leonard Remington, Morgan Stanley, Reno, NV Brian Bohn, Merrill Lynch Wealth Mgmt., Pittsburgh, PA Andrew Jarc, Merrill Lynch, Ft. Mitchell, KY Maxwell Rispoli, Merrill Lynch, Aspen, CO Andrew Borders, Citadel, Parkesburg, PA William Jenkins, American Funds Distributors, Franklin, TN Derrick Rivera, Ameriprise Financial, Atlanta, GA Christine Brill, Andersen Tax, McLean, VA Alejandro Jerez, Heritage Financial Consultants, Miami, FL Breanne Romeo, Fifth Third Private Bank, Cincinnati, OH Scott Brownell, Merrill Lynch, Casper, WY Sharon Johns, Northern Trust, Oakbrook Terrace, IL John Romero, Wells Fargo Private Bank, Denver, CO Joel Bunkley IV, Bank of America Merrill Lynch, Charlotte, NC Benjamin Johnson, Highland Private Wealth Mgmt., Bellevue, WA Riyad Said, Bank of the West/BNP Paribas, Newport Beach, CA Michele Burch-Lippincott, UBS Financial Services, Hunt Valley, MD Craig Kasap, Northwestern Mutual, Milwaukee, WI John Schaffer, Abundance Wealth Counselors, State College, PA Garrett Burke, Merrill Lynch, Heathrow, FL Danilo Kawasaki, Gerber Kawasaki Wealth Mgmt., Santa Monica, CA Donald Scharenberg, Stifel Nicolas, Coeur d’Alene, ID Lorne Bycoff, Merrill Lynch, New York, NY Jeffrey Keough, Merrill Lynch, Dedham, MA Clarissa Schnabel, Merrill Lynch, Ontario, CA Kim Caldwell, Jr., Merrill Lynch, Annapolis, MD Laith Khalaf, Wells Fargo, Dublin, OH Francis Schoen, BMO Private Bank, Scottsdale, AZ Adam Carpenter, Northern Trust, Houston, TX Jordan Kiel, Northern Trust, Atlanta, GA Scott Schoenberg, Morgan Stanley Wealth Mgmt., Kellie Carroll, BB&T Scott and Stringfellow, Harrisburg, NC Casey Klaus, Merrill Lynch, Cincinnati, OH Alpharetta, GA Eugene Carter, Merrill Lynch, Des Peres, MO Jessica Klein, Charles Schwab, Parker, CO Matson Schwalm, UBS Wealth Mgmt., Chicago, IL Caroline Chahalis, UBS Financial Services, Greenville, DE Conner Kolodge, Cherry Tree Wealth Mgmt., Minnetonka, MN Toria Scotto, UBS Financial Services, Washington, DC Gerald Chavez, Merrill Lynch, Albuquerque, NM Neil Koricanac, Merrill Lynch, Chicago, IL Michael Sedam, TEN22 Private Wealth, Holland, PA Susan Chesson, Buckingham Strategic Wealth, Fairfax, VA Lucas Kuchenberg, FORM Wealth Advisors, Lake Geneva, WI Breanna Seech, Merrill Lynch, Grand Rapids, MI Katharine Christian, Baird, Houston, TX Robert Kurtz, Merrill Lynch, Atlanta, GA Joseph Shimko, Merrill Lynch, Stuart, FL William Ciccone, Merrill Lynch, Florham Park, NJ Justin Lacey, Merrill Lynch, Newport Beach, CA Akshay Singh, Indyfin LLC, Dallas, TX Leigh Cohen, Merrill Lynch Private Banking & Investment Group, Stephen LaFata, UBS Financial Services, Poway, CA Clinton Smedley, Citadel FCU, Downingtown, PA New York, NY Joe Laux, Silverhawk Private Wealth, Phoenix, AZ Gary Smith, UBS Financial Services, Kansas City, MO Steven Colamarino, Merrill Lynch, Palm Beach, FL John Lavery, IPI Wealth Mgmt., Quincy, IL Michael Smith, Merrill Lynch, Yarrow Point, WA Adam Conard, Oppenheimer Funds, Denver, CO Paul Lee, UBS Financial Services, Barrington, IL David Sorensen, US Trust, Clayton, CA Thomas Conigatti, Jr., UBS Financial Services, New York, NY Stephen Lee, White Oak Tax Advisors, Northbrook, IL Mary Spence, Merrill Lynch, San Francisco, CA Brian Copeland, HighTower St. Louis, St. Louis, MO Tiffani Lee-Kumabe, Morgan Stanley, Seattle, WA Jacqueline Spiro, Merrill Lynch, Delray Beach, FL James Corrigan, Merrill Lynch, Chicago, IL Austin Lewis, TD Ameritrade, Fort Worth, TX Matthew Stading, Merrill Lynch, Charlotte, NC Kenneth Coto, Merrill Lynch Private Banking & Investment Group, Jessy Liddell, BNY Mellon Wealth Mgmt., Las Vegas, NV Gregory Stahl, BT Wealth Advisors, Tampa, FL Miami, FL Kathryn Lidestri, Merrill Lynch, Mystic, CT Audra Stevenson, Merrill Lynch, Honolulu, HI Sonia Crumpler, Merrill Lynch, Atlanta, GA Malcolm Liles, Baird, Nashville, TN Bruce Stuart, Morgan Stanley Wealth Mgmt., San Francisco, CA Cristina Curiale, UBS Financial Services, Paramus, NJ Casey Lockard, Northern Trust Company, Scottsdale, AZ George Sugden, Sugden Wealth Mgmt., Denver, CO Christopher Demmler, Merrill Lynch, La Jolla, CA Clifford lubelt, Merrill Lynch, Reno, NV Nicholas Sutherland, Plante Moran Financial Advisors, Kevin Dorwin, BOS, Half Moon Bay, CA Scott Luc, Merrill Lynch, Indianapolis, IN Southfield, MI John Dozier, Merrill Lynch, Charlottesville, VA Jonathan Lund, Merrill Lynch, Grand Rapids, MI Joseph Sweis, Pearl Wealth Advisors, Walnut Creek, CA Joseph Drier III, UBS Financial Services, Rockland, MA Jennifer MacMahan, Merrill Lynch, Boulder, CO Conner Teahan, Merrill Lynch, Kansas City, MO David Dye, Merrill Lynch, Miami, FL Mitchel Macnguyen, Merrill Lynch, Century City, CA Joseph Tenpenny, JPMorgan, Lincroft, NJ Brian Endicott, Fidelity Investments, Burlingame, CA Jonathan Maldonado, UBS Financial Services, Austin, TX Violetta Terpeluk, Ameriprise Financial Services, Granite Bay, CA Giselle Estabrook, Merrill Lynch, Houston, TX Jonathan Mann, Merrill Lynch, New York, NY James Teteak, Heckmann Financial, Middleton, WI Curtis Eustis, Merrill Lynch, New Orleans, LA Michael Mattiello, Merrill Lynch, New York, NY Kyle Thomas, Merrill Lynch, Huntersville, NC Joshua Fiedler, Merrill Lynch, San Francisco, CA Darren Mazzoni, Merrill Lynch, Richmond, VA James Toth, Merrill Lynch, Wayne, PA James Fitzgerald, Merrill Lynch, Leawood, KS Kristin McCarthy, Morgan Stanley, Fayetteville, NC William Tran, Northern Trust, Chicago, IL Beth Fizell-Jenkins, Merrill Lynch, Yardley, PA Jared McCray, Fidelity Investments, San Francisco, CA Victoria Trudeau, UBS Financial Services, Birmingham, MI Katherine Fleischmann, Key Investment Services, Amsterdam, NY Kevin McDevitt, UBS Financial Services, Troy, MI George Tsamutalis, Merrill Lynch, New York, NY Joel Fortney, AJC Capital, Des Moines, IA Scott McEachron, McGill Junge Wealth Mgmt., Urbandale, IA Christopher Van Buren, LVW Advisors, Pittsford, NY Frederick “Ted” Frederickson, Wells Fargo Advisors, Bloomington, MN Michael Meehan, Merrill Lynch, Bethpage, NY (Peter) Errett Van Nice, UBS Financial Services, Chicago, IL Patrick Friesen, Morgan Stanley, Omaha, NE Neil Mehta, Merrill Lynch, Coconut Creek, FL Ryan VanMeter, Merrill Lynch, Atlanta, GA Dustin Gale, Kayne Anderson Rudnick, Los Angeles, CA John Mendes, Independent Financial Group, La Mesa, CA Kade Vasi, Oppenheimer Funds, Centennial, CO Rendall Garcia, Pinehill Capital Partners, Tampa, FL Christopher Messick, Messick, Peacock & Associates, Dallas, TX Ricardo Vazquez, Merrill Lynch, Guaynabo, PR Evan Georgiou, Rockefeller Capital Mgmt., Atlanta, GA Lisa Micka, Altair Advisers, Chicago, IL Michael Velin, NFP, Plymouth, MN Tom Glamuzina, Dynasty Financial Partners, Oakland, CA John Miller, Merrill Lynch, Winter Park, FL Kerry Vetter, Merrill Lynch, St. Louis, MO Adam Goldberg, Merrill Lynch, Woodbury, NY Tricia Miller, UBS Financial Services, Denver, CO Paul Vosburgh, UBS Financial Services, Madison, WI Linda Grant-Smith, Robert W. Baird & Co., Nashville, TN Lauren Moone, Mirador Capital Partners, Pleasanton, CA Todd Vralsted, UBS Financial Services, Billings, MT Stephen Green, Krilogy Financial, St. Louis, MO James Moore, Merrill Lynch, Boston, MA Zoe Whitmore, Ameriprise Financial, Boulder, CO Stephen Groth, Merrill Lynch, Portland, OR William Moore III, Executive Benefits Strategies, Richmond, VA Cyprus Williams, Merrill Lynch, Greenwood Village, CO Jonathan
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