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Certified Financial Planners in Florida

Certified Financial Planners in Ocala, FL

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10 results found

Amy Barbieri Ocala, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Planning Analyst • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at The Vaughn / McLaughlin Team of Raymond James & Associates, Inc.
Title:
CERTIFIED FINANCIAL PLANNER at Raymond James & Associates, Inc.
Location:
Ocala, Florida Area
Industry:
Financial Services
Work history:
The Vaughn / McLaughlin Team of Raymond James & Associates, Inc. CERTIFIED FINANCIAL PLANNERsince Oct 2007Raymond James Financial Financial Planning AnalystJun 2004 - May 2006
Full Profile

Susan Lightbody Ocala, FL

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President , Portfolio Manager, Certified Financial Planner (CFP) at Morgan Stanley Smith Barney
Title:
CFP at Morgan Stanley Smith Barney
Location:
Ocala, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Vice President , Portfolio Manager, Certified Financial Planner (CFP)since Jun 1994
Full Profile

Lightbody K Ocala, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Smith Barney
Location:
Ocala, Florida Area
Industry:
Financial Services
Work history:
Smith Barney CFP
Full Profile

Sue Lightbody Ocala, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP at Morgan Stanley Smith Barney
Location:
Ocala, Florida Area
Industry:
Financial Services
Full Profile

Lisa Esteves Ocala, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Invest Financial
Location:
Ocala, Florida Area
Industry:
Financial Services
Full Profile

Jim Bland Ocala, FL

Professions & Specialties

Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Customer Service

Experience & Education

Position:
Vice President / Principal Business Relationship Manager at Wells Fargo Bank
Location:
Ocala, Florida Area
Industry:
Banking
Work history:
Wells Fargo Bank - Ocala, Florida AreaVice President / Principal Business Relationship Managersince Aug 2011BB&T - Ocala, Florida AreaBusiness Services OfficerMar 2008 - Aug 2011
Certifications:
CERTIFIED FINANCIAL PLANNER, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Certified Treasury Professional, Association for Financial Professionals
Full Profile

Jim Bland Ocala, FL

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Customer Service • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President / Principal Business Relationship Manager at Wells Fargo Bank
Location:
Ocala, Florida Area
Industry:
Banking
Work history:
Wells Fargo Bank - Ocala, Florida AreaVice President / Principal Business Relationship Managersince Aug 2011BB&T - Ocala, Florida AreaBusiness Services OfficerMar 2008 - Aug 2011
Skills:
SBA, Commercial Lending, Non-profits, Commercial Real Estate
I am also a CERTIFIED FINANCIAL PLANNER
Full Profile

Marshall Crowder Ocala, FL

Professions & Specialties

Puchasing and Estimating Manager • Sales Representative • Sales Agent • Agent • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance Agent at JPMorgan Chase
Title:
Sales Representative/Insurance Agent
Location:
Ocala, Florida Area
Industry:
Banking
Work history:
JPMorgan Chase Insurance Agentsince Apr 2004
CFP Designation
Full Profile

Victoria Hyde Ocala, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Apprentice • Team Member • Student Worker • Financial Manager

Experience & Education

Work

Company:
Life planning partners
Associate financial planner
Company:
Fraser financial - Atlanta, GA
Paraplanner - intern
Full Profile

Jim Bainbridge Ocala, FL

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager • Property Manager • Real Estate Manager • Chief Executive • Tour Guide

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
The Real Estate Center Inc
P.o. Box 772072, Ocala, FL 34477
Experience:
21 years years
My qualifications are CFP Certified Financial Planner
Full Profile

Certified Financial Planners near Ocala, FL0481216GainesvilleLady LakeInvernessLeesburg


Certified Financial Planners around Ocala, FL

Gainesville  (16)
Inverness  (1)
Lady Lake  (2)
Leesburg  (1)

Certified Financial Planners in Florida