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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…
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…
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…
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…
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…
COMPANY: Lifestyle Homes / Shelter Mortgage TITLE: CEO / Senior Vice President Nothing cements a union quite like weathering a storm together, and the financial crisis of 2008 was one of the most formidable in recent memory for the housing…
Thomas P. Flavin is a certified public accountant, a member of the board of directors of Fidelity Bank of Florida, and the managing partner of Flavin Nooney & Person, CPAs and Advisors. He earned his Bachelor of Arts degree in…
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…
Title: Owner and Founder Company: G.I. Tax LOCATION: Melbourne, FL Website: www.gitax.com G.I. Tax began its mission in 2011. Being a CPA, Glenn Sandler, owner and founder, was not convinced the current tax companies provided the service that American taxpayers…
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…
