Financial Professionals

Are you Board Ready?

Honors and Liabilities of Non-Profit Oversight W. Dale Crossley,JD, Financial Planner, RJFS and Evan M. Shear, CFP®, Certified Financial PlannerTM, lead the team at […]

Personal Finance | The Power of Auto: Robert DeVries

The Power of Automating Your Retirement (Auto5) is the title of Part Two of my recent book The Brighter Future 401(k), where I describe in detail the five features your 401(k) should have to help improve the retirement lives of your employees.

Best Practices: Finance

Optimizing Your Retirement Plan USING YOUR 401(K) AS A TOOL TO INCREASE EMPLOYEE ENGAGEMENT Do you know what factor has been shown […]

Connors Wealth Creating Sustainable Retirements

DESCRIPTION: Father, husband, brother, fitness advocate, bacon lover, and Cocoa Beach native are all descriptions you could use to describe Justin Connors. […]

SunTrust Private Wealth Management

For many years, families have counted on SunTrust Private Wealth Management in Brevard County and across the Southeast to help manage, protect, and transfer their legacies.

Leasha Flammio-Watson | Flammio Financial Group

“Building relationships with my clients is the most important part of my job,” said Leasha Flammio-Watson, owner of the Flammio Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Benjamin F. Edwards & Co.

The Melbourne branch of Benjamin F. Edwards & Co. was established in February of 2013 by mother-daughter, Betsy and Dawn Dickson with […]

Connors Wealth Management

Connors Wealth Management’s founder and CEO Justin Connors believes in hiring the best human capital he can find to deliver an exceptional client experience investors could not find elsewhere in Central Florida.

Gina Rall | Carr, Riggs & Ingram, LLC

Gina Rall makes estate administration enjoyable, as she makes most things fun and interesting. With 20 years of public accounting experience, she focuses on simplifying the complex nature of trust and estate taxation for CRI clients in Central Florida.

Bison Financial Group

Bison Financial Group is an independent practice of Wells Fargo Advisors Financial Network with offices in Indiana, Michigan and Melbourne, Florida.

Connors Wealth Management

In his relentless commitment to delivering the most exceptional client experience in Central Florida, Justin Connors of Connors Wealth Management continues to partner with the most experienced professionals in the financial services industry.

FirstWave Financial

For the past 20 years, Tom Kirk and the team at FirstWave Financial have been privileged to serve the Space Coast with a single mission: Helping the people they care about create the life they dream about.

Glenn S. Sandler | G.I. Tax Service

G.I. Tax has become the premier tax preparation service company in the State of Florida. Glenn Sandler has not only found a way for G.I. Tax to offer tax payers the much needed service of preparing accurate tax returns.

Heron Financial Partners

Utilizing the experience gained over nearly 40 years in the financial services industry, including several years as a professional equities trader, Gerald Fasanella, President of Heron Financial Partners, created a program designed to actively manage clients’ assets.

Sterling Wealth Management Group | UBS Financial Services

Pat Picornell and Ed Hecker of the Sterling Wealth Management Group at UBS Financial Services offer advice that’s relevant and targeted to helping you make your life better.