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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…
Raymond James Financial Services Dale Crossley, JD, Financial Planner Evan Shear CFP® Certified Financial Planner™ Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio. The result is an…
Kenneth A. Whittaker, CPA/PFS, CFP®, CLU/ChFC, Branch Manager, RJFS Norman C. Hayde, MSFS, CFP®, CLU/ChFC, Financial Advisor, RJFS Many people simply meander toward retirement with no set course. Yet, they hope to one day enjoy the things that they have always dreamed…
Research Assistant, Connors Wealth Management As Research Assistant with Connors Wealth Management, Binhan Li assists the advisors with the company’s multiple investment strategies that offer both strategic and tactical management disciplines to manage a client’s individual investment needs. Li is…
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….
While other firms may offer general financial advice about investments, insurance and retirement to large numbers of clients, FirstWave Financial delivers customized strategies and solutions to a select clientele who want a financial advocate who can champion their goals.
