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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,…
COMPANY: Holiday Builders TITLE: Regional President of Florida Divisions When he describes the partnership between Holiday Builders and Shelter Mortgage, which dates back to 1997, Richard Brown’s words indicate a history full of both victories and challenges. All have been…
Company: Universal Engineering Sciences, Inc. Title: Business Development Representative Education: Auburn University, BEE, Electrical Engineering Florida Institute of Technology, Macroeconomics Years in Area: 38 Years in Industry: 38 Website: www.universalengineering.com Scott Bures describes his approach to his current role as…
Sport: Baseball Hometown: Weston, FL Major: Accounting Raul Quintero, a junior infielder playing baseball at Florida Institute of Technology, attended Cypress Bay High School in Weston, Fla., where, as a sophomore, he helped his school team win its first district…
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…
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…
