Colonial Brokerage

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Colonial Brokerage Employees

Employee
Years
Job
Industry
Eric Negron, AWMA® Eric Negron, AWMA® Austin, Texas Area Details
Eric Negron, AWMA®'s Colonial Brokerage Experience January 2006 - October 2009
Job Managing Partner at Pioneer Wealth Solutions
Industry Investment Management
Experience
Pioneer Wealth Solutions   June 2014 - Present
Atlantic Capital Advisors, LLC   August 2013 - Present
The First Tee of Greater Austin  November 2013 - Present
Greater Austin Senior Alliance   January 2012 - August 2013
Ameriprise Financial  October 2009 - August 2013
Colonial Brokerage   January 2006 - October 2009

Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement, Asset Management, Finance, Insurance, Asset Allocation, Financial Services, Management, Small Business, Training, Equities, Wealth, Wealth Management..., Tax, Disability Insurance, Sales, Real Estate, Risk Management, High Net Worth..., Series 7, Investment Advisory, Employee Benefits, Mutual Funds, 401k, Portfolio Management, Long Term Care Insurance, Alternative Investments, IRAs, Financial Planners, Mortgage Lending, Options, Banking, Relationship Management, Credit, Roth IRA, 529 Plans, Bonds, Life Insurance, 401k Rollovers, Financial Advisory, Investment Strategies, Retirement Planning, Fixed Annuities, Securities, Investment Management, ETFs, Wealth Accumulation

Education
The American College   2011 — 2014
Certified Financial Planner Practitioner, Financial Planning

College for Financial Planning   2009 — 2010
Acredited Wealth Management Advisor AWMA®, High Networth Financial Planning

Florida Gulf Coast University   2002 — 2008
Finance and Economics

Christine Corsa del Rio Christine Corsa del Rio West Palm Beach, Florida Area Details
Christine Corsa del Rio's Colonial Brokerage Experience February 2005 - December 2006
Job HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  October 2013 - Present
SunTrust Bank  January 2007 - October 2013
Colonial Brokerage   February 2005 - December 2006
WM Group of Funds  December 2000 - January 2005
Essex Corp   January 2000 - December 2000
Bank of America  March 1990 - December 1999

Skills
Financial Services, Investment Strategies, Finance, Debt Elimination, B2B Marketing, Team Management, Sales Management

Education
Florida Metropolitan University   1991 — 1995
Bachelor of Business Administration (BBA), Business/Finance

Key West High School   1984 — 1987

215- Life Health and Variable Annuity

FINRA 7 & 63

Suzanne Massler-Breitwieser Suzanne Massler-Breitwieser Orlando, Florida Area Details
Suzanne Massler-Breitwieser's Colonial Brokerage Experience 2004 - 2008
Job Financial Advisor at Security Financial Management
Industry Financial Services
Experience
Security Financial Management   October 2009 - Present
Colonial Brokerage   2004 - 2008
Raymond James Financial Inc.  2000 - 2004

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Series 63, Mutual Funds, Wealth Preservation..., Series 65, Stockbroking, Wealth Accumulation..., Life Insurance, Variable Annuities, Securities

Education
Florida Atlantic University
Bachelor of Arts (B.A.), Psychology

Andy Rippy Andy Rippy Mobile, Alabama Area Details
Andy Rippy's Colonial Brokerage Experience March 2002 - November 2009
Job Senior Vice President Regional Sales Manager at Regions Investment Services
Industry Investment Management
Experience
Regions Investment Services   August 2012 - Present
Regions Invesment Services   November 2009 - August 2012
Colonial Brokerage   March 2002 - November 2009
Compass Brokerage  March 1997 - March 2002

Skills
Investments, Sales Management, Mutual Funds, Series 7, Portfolio Management, Strategic Planning, Wealth Management, New Business Development, Negotiation, Retirement Planning, Customer Service, Sales, Series 63, Financial Analysis, Fixed Annuities, Microsoft Excel, Asset Managment, Budgets, Team Building, Asset Allocation

Education
University of Southern Mississippi   1980 — 1984
BS, Hotel and Resturant Administration

Cay Weaver Cay Weaver Dadeville, Alabama Details
Cay Weaver's Colonial Brokerage Experience 2002 - 2006
Job Complex Products Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  July 2013 - Present
Alabama Securities Commission  March 2011 - July 2013
Wachovia  May 2009 - September 2010
Lakehouse Consulting, LLC   2008 - 2009
Wachovia Insurance Services Broker Dealer, Inc.   2006 - 2008
Colonial Brokerage   2002 - 2006
USAA  1998 - 2001

Skills
Investments, Securities, Banking, Securities Regulation, FINRA, Hold Series 66, Hold Series 24, Team Building, Hold Series 7, Data Analysis, Governance, Team Leadership, Microsoft Office, Contract Negotiation, Research, Writing, Alternative Investments..., Series 7

Education
Columbus State University   1987 — 1992
B.A., Communications

Laura Metz Laura Metz Richmond, Virginia Area Details
Laura Metz's Colonial Brokerage Experience March 2009 - October 2009
Job Regional Vice President at Genworth Financial
Industry Insurance
Experience
Genworth Financial  January 2012 - Present
SunLife  January 2011 - January 2012
RiverSource  October 2009 - January 2011
Colonial Brokerage   March 2009 - October 2009
Genworth  October 2006 - March 2009
Genworth  January 2003 - October 2006

Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Series 7

Education
Roanoke College   1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General

Cary Guffey, CERTIFIED FINANCIAL PLANNER Cary Guffey, CERTIFIED FINANCIAL PLANNER Birmingham, Alabama Area Details
Cary Guffey, CERTIFIED FINANCIAL PLANNER's Colonial Brokerage Experience January 2006 - January 2009
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  February 2012 - Present
NBC Securities   November 2009 - February 2012
Colonial Bank  January 2009 - May 2010
Colonial Brokerage   January 2006 - January 2009
Colonial Brokerage   April 2004 - January 2007

Education
Boston University   2010 — 2010
Financial Planning

Jacksonville State University   1995 — 1997
MBA, Finance

University of Florida - Warrington College of Business Administration   1990 — 1994
BS, Business Administration

Denise Kovach, CFP®, AIF®, NSSA® Denise Kovach, CFP®, AIF®, NSSA® Orlando, Florida Area Details
Denise Kovach, CFP®, AIF®, NSSA®'s Colonial Brokerage Experience 2002 - 2006
Job CERTIFIED FINANCIAL PLANNER™ at Certified Financial Group, Inc.
Industry Investment Management
Experience
Certified Financial Group, Inc.   June 2006 - Present
Colonial Brokerage   2002 - 2006
Third Fed Investments   1999 - 2002
First Union  1997 - 1999
Communications Equity Associates  1989 - 1997

Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®

University of South Florida
Bachelor of Science (B.S.), Finance

University of South Florida
CFP®

Ernest Carrera Ernest Carrera Tampa, Florida Details
Ernest Carrera's Colonial Brokerage Experience July 2002 - September 2009
Job Senior Vice President of Investments, JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC  September 2009 - Present
Colonial Brokerage   July 2002 - September 2009
Prudential Securities  March 1997 - July 2002

Skills
Series 7, Series 63, Series 65, Airline Transport Pilot..., Life, Health and..., Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Securities, Investments, Mutual Funds, Insurance, Strategic Financial..., FINRA, Financial Services, Finance, Retirement

Education
University of South Florida   2000 — 2002
Bachelor's degree

St. Petersburg College   1987 — 2000
Professional Pilot Program, Aviation, National Honor Society

Tucker Lopez CFP® Tucker Lopez CFP® Miami, Florida Details
Tucker Lopez CFP®'s Colonial Brokerage Experience April 2006 - October 2009
Job Vice President, Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
Morgan Keegan  October 2009 - October 2011
Colonial Brokerage   April 2006 - October 2009
SouthTrust/Wachovia Securities   September 2002 - April 2006
FirstUnion/Wachovia   December 1998 - September 2002

Education
University of Florida   1981 — 1983
BS, Computer Information Sciences

C. Alan Hand C. Alan Hand Birmingham, Alabama Area Details
C. Alan Hand's Colonial Brokerage Experience July 2001 - October 2007
Job Financial Advisor
Industry Financial Services
Experience
Independent Channel   July 2010 - Present
Wells Fargo Advisors  October 2007 - September 2010
Wachovia Securities. Inc  October 2007 - September 2010
Colonial Brokerage   July 2001 - October 2007

Skills
Financial Planning, Mortgage Lending, Strategic Financial..., Investments, Finance, Uniform Combined State..., Wealth Management, Retirement, Wealth, Life Insurance, Relationship Management, Retirement Planning, Investment Advisory, Small Business, IRAs, Fixed Annuities, Securities, Wealth Management...

Education
Samford University   1989 — 1994
Bachelor of Applied Science (BASc), Marketing/Advertising

Mountain Brook   1986 — 1988

Andrew Caldwell Andrew Caldwell Miami/Fort Lauderdale Area Details
Andrew Caldwell's Colonial Brokerage Experience January 2001 - December 2005
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2005 - Present
Colonial Brokerage   January 2001 - December 2005
SunTrust Investment Services  January 1999 - January 2001
New England Financial  February 1997 - December 1998
Edward Jones  February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation)   October 1987 - February 1996
Chemtech Industries, Inc   June 1982 - October 1987
Union Chemicals Division/UNOCAL   November 1978 - June 1982

Education
Eastern Illinois University   1974 — 1978
B.S., Business with Concentration in Chemistry

Brian Nolan Brian Nolan Oviedo, Florida Details
Brian Nolan's Colonial Brokerage Experience February 2009 - November 2009
Job President at Nolan Capital Advisors LLC
Industry Financial Services
Experience
Nolan Capital Advisors LLC   September 2011 - Present
Quest Capital Strategies Inc  December 2009 - September 2011
Elements Consulting Inc   November 2009 - September 2011
Colonial Brokerage   February 2009 - November 2009
Washington Mutual  June 2008 - February 2009
Sentinel Investments  May 2006 - March 2008
Edward Jones  May 2005 - May 2006
Federated Investors  January 2000 - May 2005
Federated Investors  March 1999 - December 1999
Federated Investors  December 1998 - March 1999

Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management

Education
Slippery Rock University of Pennsylvania   1995 — 1997
BS, Sport Management

Bethany College   1992 — 1997

Franklin Regional   1988 — 1992