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Wendy Romeu, Founder/President, Alluvionic Wendy Romeu, founder and CEO of Alluvionic, did not follow an easy path to success. Born into a family where challenges, not support, reigned, she learned from an early age not only to be a survivor,…
Sport: Volleyball Hometown: Lakeland, Florida Major: Forensic Accounting A senior outside hitter on the volleyball team at Florida Tech, Kelly Germain actually graduated with her bachelor’s degree in Accounting last year. She took advantage of the FastTrack program and will be…
Executives: Stefanie Lattner, Broker Associate, Lattner Global Group at Keller Williams TEAM: Michelle Treat, Director of Client Care Shannon Humphrey, Director of Client Care FOUNDED: 2013 LOCATION: Melbourne, FL WEBSITE: www.LattnerGlobalGroup.com Keller Williams Broker Associate Stefanie Lattner and her team,…
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…
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…
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…
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…
