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Founded in 1999, Community Bank of the South meets the needs of small businesses, professionals, and individuals in Brevard County. Striving to develop long-term relationships with its customers and deliver high-level standards of honesty, respect, integrity, confidentiality and commitment. Locally…
Cathleen N. Stevens of Cathy Stevens and Associates, LLC offers financial planning services through her affiliation with Securities America Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant (ChFC) and a Certified Fund Specialist (CFS). Cathy has…
With 75 years of combined experience, all with the same firm, The Carter Hester Group at Morgan Stanley Smith Barney is a seasoned group with vast resources. We have earned the trust and respect of many individuals and their families…
As a native of Brevard, Terri Burdine understands the need for commitment to the welfare and betterment of the County – both business and community. Terri is the leader of the Brevard Tax practice for McGladrey, the fifth largest accounting,…
Graduated with honors from the University of Florida ( B.S.B.A. 1980); obtained his law degree from Stetson University Collegeof Law (J.D. 1984) where he was a member of the national moot court team; obtained his Master of Laws in Taxation…
Zonka & Associates is an independent, locally-owned financial services and investment management firm. Our philosophy focuses on diligence, customer service and respect for the individual nature and need of each client. Through our relationship with LPL Financial, the nation’s largest…
Trina Downey has lived in the Melbourne area for over eighteen years and has been the CFO for local companies for twelve years. She began her own CPA firm in 2007. She is an MBA graduate of the University of…
A native Floridian and certified public accountant, Rob Hutchinson has spent 10 years providing assurance services, receiving first-class training and working large, sophisticated projects for clients of international and national CPA firms. Throughout his career, Hutchinson has cultivated many relationships…
Florida Bank of Commerce’s Brevard management team has well over 50 years combined experience providing financial services to local businesses, their owners and management. Our clients value the benefits of working with bankers that make decisions quickly but thoughtfully. We…
Nancy Thompson has been a resident of Brevard County for 22 years. She received her Bachelor’s degree from the University of CentralFlorida. She currently resides in Palm Bay with her husband Shawn. As a Representative with the Northwestern Mutual Financial…
