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Wealth Plan Design Specialist, Connors Wealth Management Rhett Wilson of Connors Wealth Management is the firm’s Wealth Plan Design Specialist, helping the advisors create customized financial plans for every client’s household, including Social Security, Medicaid and Medicare analysis and recommendations….
Senior Mortgage Loan Officer, EverBank Home Lending For the past 48 years, Neal E. Johnson has lived in Brevard County and watched it grow, and he’s made significant professional and personal contributions to that growth. As a senior mortgage loan…
Investment Consultant, JD Bowen Financial Group For David Ryan of JD Bowen Financial Group in Indialantic, comprehensive planning for his clients’ financial futures begins with building strong relationships with them. In developing these relationships, Ryan is able to coach clients…
CFP, CRPC, CIMA Senior Vice President – Wealth Management, Starkey Wealth Management Group Everyone needs an experienced Financial Planner to help them navigate into and throughout their retirement. “I cannot imagine working and saving my whole life without a written…
Private Wealth Advisor Flammio Financial Group An Ameriprise Private Wealth Advisory Practice “Building relationships with my clients is the most important part of my job,” said Leasha Flammio-Watson, owner of the Flammio Financial Group, a private wealth advisory practice of…
AAMS® First Vice President/Investments, Stifel Elaina Garvin, of the Garvin Savage Wealth Management Group of Stifel, is a long-time resident of Brevard County, having graduated from Eau Gallie High School. She enjoys serving in the community by volunteering her time…
President, Arbor Financial Services of Florida, Inc. R. Jeffrey Small, President of Arbor Financial, Teaches Retirees the Art of Financial Self-Defense. Having presented over 500 public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr….
UBS Financial Services Ed Hecker, Director, CFP® Pat Picornell, Vice President – Wealth Management, CFP® As an experienced team, Pat Picornell and Ed Hecker of Sterling Wealth Management Group at UBS Financial Services offer advice that’s relevant and targeted to making your…
Tom Bedor, CFP, Branch Manager, Senior Vice President – Investments Betsy Dickson, CFP, Managing Director – Investments Dawn Dickson, Associate Vice President – Investments Lauren Bedor, Financial Consultant Benjamin F. Edwards & Co. branch of Melbourne has been in business since February 2013. Working as…
Financial Planner, Verus Wealth Management, LLC Cancer has a way of changing lives forever. For David Melnyk, it led him to his career as a financial planner and gave him a perspective beyond his years. As an advisor and a…
