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Financial Professionals

UBS Indian River Wealth Management
695 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
569 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
631 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…

Ken New
587 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
615 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…

Ken New
614 0

Financial Professionals | Ken New

Financial, Financial Professionals, Profiles

Title:  Financial Advisor Company:  Pinnacle Financial Wealth Management Education:  The American College. Hold Series 6, 7 and 24 License and series 66 License Years in Area:  22 Years at Company:  12 Website:  www.pinnaclefinancialwealthmgmt.com Pinnacle Financial Wealth Management is a firm…

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