Category

Financial Professionals

Ray Wasser
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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…

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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
695 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
654 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
760 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
640 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…

Ken New
683 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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