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EXECUTIVES: Laura Chiesman Tom Kirk Robert DeVries Jamie Ostrander LOCATION: Satellite Beach, FL Website: www.firstwavefinancial.com Regardless of what stage of life you are at, or what income bracket you might fall into, having confidence about your wealth and financial future…
Title: Senior Loan Officer Company: Shelter Mortgage Years AT COMPANY: 1 Years IN INDUSTRY: 7 Website: www.sheltermortgage.com As a Senior Loan Officer with Shelter Mortgage Company, Rolando Garcia is well-versed in a company culture that emphasizes integrity, honesty and collaboration….
Revising Retirement through Automation Optimizing the retirement life of each employee should be a high priority when considering the factors that contribute to their satisfaction and loyalty. However, the many choices for both employee and employer make this a daunting…
Leasha Flammio-Watson is as passionate about financial planning as she is about the community in which she lives. As a second-generation financial advisor, she graduated from Florida State University and began her career in the financial services industry 20 years…
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.
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.
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.
“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.
Bison Financial Group is an independent practice of Wells Fargo Advisors Financial Network with offices in Indiana, Michigan and Melbourne, Florida.
Many people simply meander toward retirement with no set course. Yet, they hope to one day enjoy the things that they have always dreamed of in retirement.