Dave is a founding partner of Security Financial Management. He holds the designation of Certified Financial Planner. In 1983, Dave graduated from University of Florida with a degree in Business... show more
Kissimmee, FL
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Updating Financial Advisors
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Lee Blackwell is a Senior Financial Advisor with Wells Fargo Advisors Financial Network, and brings with him over twenty years of professional experience in this industry. Lee is registered with... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Retirement Planning
Sheryl Doctor is licensed as a financial advisor and is based out of Orlando, FL. Doctor works for J.P. Morgan Securities LLC and has successfully completed the Series 6, 7,... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning
Donald Nestor is a financial advisor with Delta Capital Management, LLC, which has over $25000000 under management. Donald Nestor operates out of Orlando, FL.
Roy Miranda is a financial advisor with Delta Capital Management, LLC, which has over $25000000 under management. Roy Miranda operates out of Orlando, FL.
As the daughter of a small business owner, Christina has a unique understanding of the challenges and obstacles that they face. With over 25 years of experience in working with... show more
Specialties: Asset Management‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning
Kenneth Sean Polley is a Chartered Wealth Manager and Master Financial Coach. Prior to founding Polley Wealth Management, for over 23 years, Sean has worked in wealth management for some... show more
Specialties: Annuities‚ College Planning‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Steven Clover is a financial advisor with Cnl Securities Corp.. Steven Clover operates out of Orlando, FL.
Thomas Blake is a financial advisor with Delta Capital Management, LLC, which has over $25000000 under management. Thomas Blake operates out of Orlando, FL.
Dan has been in the financial industry since 2003 beginning his career as a financial advisor at A.G. Edwards and Smith Barney before moving to Pioneer Investments in 2008. Dan... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning