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Financial Advisors

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Cary Stamp

CEO / Financial Advisor
CFP^®, CDFA^TM, AIF^®, CAP^®, AEP^®

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Frank Francese

Financial Advisor, MBA

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Dan Roth

Financial Advisor, ChFC^®

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Rob Taylor, CFP^®, CLU^®

Financial Advisor

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Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh J. Weller

Financial Advisor

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Management & Associates

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Patrick Thompson

Chief Operating Officer

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Bradley Liz

Liz Bradley

Executive Assistant

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Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

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Schanne Jack

Jack Schanne

Financial Analyst

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Stamp Sharon

Sharon Stamp

Client Concierge

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Andrew-Trammell-Financial-Planner-Palm-Beach-County

Andrew Trammell, MSFP

Financial Paraplanner & IT Specialist

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Cary Stamp, Daniel Roth, Robert S. Taylor and Frank Francese are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.finra.org www.sipc.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Josh Weller is an Investment Adviser Representative with/and offers Advisory Services through Commonwealth Financial Network, a Registered Investment Adviser registered in all 50 states. As Investment Adviser Representatives of Commonwealth Financial Network, Josh Weller can offer advisory services nationwide. Privacy Policy

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OFFICES: 110 Bridge Road, Tequesta, FL 33469 / 700 Canal Street, Stamford, CT 06902 / Main Phone: (561) 471-7700 / Email: info@carystamp.com

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