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Shawn O
Series 63, Series 66
Bristol, VT
Cetera
Shawn Oxford is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, he serves as a trustee and treasurer for a local church, coaches high school golf, and is a board member of the Middlebury Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account management.
Kristine P
Series 63, Series 66
Bristol, VT
Cetera
Kristine Pearsall is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Cetera and its affiliates since 2014. Pearsall serves as the board treasurer for the Mount Abraham Unified School District. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a variety of third-party money managers through a multi-manager platform.
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