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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…
Justin Connors, Founder & CEO, Financial Advisor James Caldwell, Relationship Manager, Financial Advisor Bill Penn, Chairman & CEO of Marine Bank Born and raised in Cocoa Beach, Justin Connors has called Brevard County home for over 40 years and has been advising investors…
Market President, Florida Bank of Commerce With over 25 years of commercial banking experience, Ralph Betancourt is a banking veteran. As the Orlando Market President of Florida Bank of Commerce, Betancourt is responsible for managing the bank’s Commercial Banking team. “We…
Thomas L. Kirk CPA / PFS, WealthCoachTM, President and Founder Ryan Lees, Financial Planner Laura Chiesman CFP® WealthCoachTM Robert DeVries MBA, AWMA® WealthCoachTM A coach is different than an instructor or teacher. While they may also do some of both of these things,…
CPA, MAC, CVA, CFE, CFF, President, G.I. Tax Service Glenn Sandler has been a Certified Public Accountant (CPA) since 1982, graduating from Florida International University. Since, he has obtained certifications as a Certified Valuation Analyst, a Certified Fraud Examiner, and a Certified…
Gerald Fasanella, President, Registered Principal, OSJ Branch Manager, Registered Representative, Investment Adviser Representative Maureen Fasanella, Vice President Brian Spatola, A.A.M.S., Registered Representative, Investment Adviser Representative Phillip Isan, Registered Representative, Investment Adviser Representative Heron Financial Partners believes the “old template” for investing must be updated and take into…
An office of MetLife Enrico “Rick” Zollo LUTCF, Financial Services Representative, Investment Advisor Representative, Special Needs Planner John Newman, Financial Services Representative, Special Needs Planner Tony DeBellis, Financial Planning Director Sean Winner, Advanced Markets Specialist Zollo Financial Group, an office of MetLife, offers a broad…
