Advisors at this firm
Shyla B
Series 63, Series 65
Phoenix, AZ
17 Capital Partners, LLC
Shyla Bassey is a financial advisor at 17 Capital Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Pearl Capital Management and Wells Fargo. Outside of her advisory role, she operates Bassey Solutions LLC, providing credit education and restoration services, and offers digital marketing courses through Elevate With Shyla. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory framework.
Teresa M
Series 66
Phoenix, AZ
17 Capital Partners, LLC
Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.
Jenna B
Series 66
Phoenix, AZ
17 Capital Partners, LLC
Jenna Biancavilla is a financial advisor at 17 Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with 17 Capital Partners since 2016. Outside of her advisory role, she is the owner and sole member of Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multifaceted investment approach, including fundamental and quantitative analysis, and uses various portfolio management techniques such as options strategies and margin borrowing.