Category

Financial Professionals

Crossley Shear
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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…

Ken New
400 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
374 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…

607 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
388 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…

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