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
Orlando, FL
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I have been a State Farm Insurance Agent since 2007 and am a graduate from The University of Phoenix. I am a Past Chairwoman of Board for the Sanford Chamber... show more
Specialties: Annuities‚ Asset Management‚ Comprehensive Financial Planning‚ Health Insurance‚ Life Insurance
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
I received the AAMS certification for Accredited Asset management Specialist. The College for Financial Planning awards the AAMS designation to individuals who successfully complete a 12-module professional education program, pass... show more
Specialties: Annuities‚ Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax 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
Steven Clover is a financial advisor with Cnl Securities Corp.. Steven Clover operates out of Orlando, FL.
Karim Poonawala is a financial advisor with Financial Network Investment Corporation, which primarily works with Individuals and High Net Worth Individuals. Karim Poonawala 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
Aaron Bert is a financial advisor with Certified Advisory Corp primarily works with Individuals, High Net Worth Individuals. Aaron Bert operates out of Altamonte Springs, FL.
Glyn Griffis is a financial advisor with Raymond James Financial Services Advisors, Inc primarily works with Individuals, High Net Worth Individuals. Glyn Griffis operates out of Orlando, FL.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning