Category

Financial Professionals

Ken New
104 0

Ken New | Pinnacle Financial

Financial Professionals, Profiles

Title:  Owner/Founder Company:  Pinnacle Financial Wealth Management Education:  The American College of Financial Services Holds FINRA Series 6, 7 & 24 License & series 66 License Years in Area:  23 Years at Company:  13 Website:  www.pinnaclefinancialwealthmgmt.com For Pinnacle Financial Wealth…

Ray Wasser
96 0

Raymond Wasser | Financial Profile

Financial Professionals, Profiles

Title:  Principal Company:  Raymond E. Wasser, CPA, PA Education:  Bachelor of the Arts in Accounting, University of South Florida Years in Area:  33 Years at Company:  27 Website:  www.raywassercpa.com Great heights are the goal for certified public accountant Raymond Wasser…

218 0

Thomas P. Flavin | Flavin Nooney & Person

Financial Professionals, Profiles
Flavin, Nooney & Person, CPAs and Advisors Partners:  Thomas P. Flavin, Managing Partner & Founder Barbara Nooney, Partner Chuck Ellefson, Partner Founded:  1989 LOCATION:  2200 South Babcock Street, Melbourne FL 32901 Website:  www.flavincpa.com For nearly 30 years, the team of...
Connors Wealth Management
81 0

Connors Wealth Management

Financial Professionals, Profiles

EXECUTIVES:  Justin Connors, MBA, Founder and CEO, Wealth Advisor Olivia Covey, Client Service Manager Founded:  2002 LOCATION:  Cocoa Beach, FL Website:  www.connorswealth.com For Connors Wealth Management founder and CEO Justin Connors, client and community service are both paramount to professional…

Marine Bank
80 0

Marine Bank & Trust

Financial Professionals, Profiles

EXECUTIVES:  William J. Penney, Chief Executive Officer, Chairman of the Board Malak Hammad, Vice President Founded:  1997 LOCATION:  Melbourne, FL Website:  www.marinebankandtrust.com At Marine Bank & Trust, a commitment to community and a focus on service have produced lasting partnerships…

UBS Indian River Wealth Management
119 0

Indian River Wealth Management Group

Financial Professionals, Profiles

Team:  Indian River Wealth Management Group Financial advisors:  Susan Morse, Sr. Vice President – Wealth Management Dan Levy, Director Team experience:  Combined 80+ years Location:  Melbourne, FL Website:  www.ubs.com/team/indianriverwmg The Indian River Wealth Management Group focuses on helping Space Coast…

401K FL
110 0

Mick Graham | Financial Profile

Financial Professionals, Profiles

Title:  401k FL President // RJFS Branch Manager Company:  401k FL // Raymond James Education:  Certified Portfolio Manager, Investments and Securities from Columbia University in the City of New York International Diploma, Financial Planning & Services from FINSIA Diploma in…

Crossley Shear
95 0

CrossleyShear Wealth Management

Financial Professionals, Profiles

EXECUTIVES:  W. Dale Crossley, Financial Advisor Evan Shear, CFP® Founded:  1998 LOCATION:  Merritt Island, FL Website:  www.crossleyshear.com Since 1998, CrossleyShear Wealth Management has served as a premier financial planning team dedicated to helping provide clients and families with innovative financial…

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