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Certified Financial Planners in Florida

Certified Financial Planners in Sarasota, FL

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98 results found

Dan Forbes Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Speaker • Moderator • Leader • Spokesperson • Representative • Advisor • Managers • Advocate • Jurist • Legal Counsel • Founder • Manager • Financial Manager • Founding Member • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leadership Think Tank • Independent Contractor • Planner • Clergy • Courier • Non-Profit • Analysts • Contractor • Independent Business Owners • Presenter • Master of Divinity • Database Administration Professional • Database Administrator • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor, CFP®, ChFC®, CRPC®, CRPS® / Leadership Advocate at Merrill Lynch, Founder of Lead...
Title:
Financial Advisor, Merrill Lynch; Speaker & Writer about Leadership, Life, and Social Media Engagement
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch - Bradenton, FlFinancial Advisor, CFP®, ChFC®, CRPC®, CRPS® / Leadership Advocatesince Mar 2008Lead With Giants - Bradenton, FloridaFounder of Lead With Giants ♦ Leadership Speaker, Facilitator, Connector, Workshop Leadersince Oct 2011
Skills:
Leadership, Leadership Development, Team Leadership, Business Development, Business Networking,...
Full Profile

Rick Helbing Sarasota, FL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor

Experience & Education

Position:
Financial Planner for Medical/Dental Professionals & Family Businesses | 25 years experience |...
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Suncoast Advisory Group Financial Planner for Medical/Dental Professionals & Family Businesses | 25 years experience | Ownersince Feb 1988Suncoast Advisory Group Certified Financial Planner™ | Ownersince Jan 1988
Skills:
Strategic Financial Planning via Suncoast Virtual Planner and additional ancillary services:, Value ...
Full Profile

Wendy Namack Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Chairperson • Board Member • Partner • Deputy Manager • General and Operations Manager • Director of Operations • Operations Manager • Management Team Executive • Secretary • Human Resources Specialist • Recruitment • Business Intelligence Professional • Business Administrator • Advisor • Management Analyst • Analysts • Non-Profit • Business Consultant • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principal at Namack Portfolio...
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Namack Portfolio Investment Professionals, LLC CERTIFIED FINANCIAL PLANNER™ Professional and Managing Principalsince Feb 2009Wachovia Securities, LLC (formerly AG Edwards & Sons) Associate Vice President -- Investment Officer. CERTIFIED FINANCIAL PLANNER™ ProfessionalSep 1997 - Feb 2009
Skills:
Comprehensive Financial Planning, Integrated Wealth Management Advisory Services, Estate and Trust...
Full Profile

John Helms Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP,CLU,ChFC at Objective Insurance
Title:
CLU,ChFC,CFP
Location:
Sarasota, Florida Area
Industry:
Insurance
Work history:
Objective Insurance CFP,CLU,ChFCsince Oct 1993
Full Profile

David Johnson Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Estate Planner • Financial Services Sales Agent • Juris Doctor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Articled Clerk • Law Specialist • Lawyer • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Fiduciary • Trust Law Attorney • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Agent • Sales Representative • Counselor • Leadership Think Tank • Advisor • Analysts

Experience & Education

Position:
Attorney at David P. Johnson, Esq.
Title:
David P. Johnson JD, CPA/PFS, CFP, CLU, ChFC
Location:
Sarasota, Florida Area
Industry:
Law Practice
Work history:
David P. Johnson, Esq. Attorneysince Sep 1990Northern Trust Trust Officer1985 - 1988
Skills:
Trusts, Wills, Estate Planning, Estate Tax Planning, Elder Law, Asset Protection, Tax Law, Estate...
Full Profile

Bruce Haltinner Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Advisor

Experience & Education

Position:
Vice President - Investments at Raymond James
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Vice President - Investmentssince Sep 2009A.G. Edwards & Sons, Inc. Vice President - InvestmentsFeb 1984 - Sep 2009
Skills:
Raymond James financial advisors may only transact business in states where they are registered,...
Full Profile

Joseph Patane Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Vice President • Managing Member • Financial Manager • Chief Executive • Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Team Member • Commodities Clerk

Experience & Education

Position:
Vice President at Plancorp, LLC, Managing Member at Clark Station Retail Sarasota LLLP, Managing...
Title:
JD, LLM, CFP®, AIF®
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Plancorp, LLC Vice Presidentsince Jan 2005Clark Station Retail Sarasota LLLP Managing Membersince Jan 2005
Full Profile

J. Denton Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor and CFP® at Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor and CFP®since Aug 2008Merrill Lynch Financial Advisor and CFP®Jun 2004 - Aug 2008
Skills:
Financial Planning and Financial Goal Analysis, Retirement Planning, Education Planning, Estate...
Full Profile

James Moore Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Operations Manager • Financial Manager • Bachelors Degree • Business Administrator • Advisor • Representative • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at DKE, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
DKE, Inc. - Venice, FloridaVice Presidentsince Oct 2001
Full Profile

Joe Downs Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Financial Manager • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal, President at Reality Financial Planning Services, LLC
Title:
CFP(R), President, Financial Advisor at Reality Financial Planning Services, LLC
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Reality Financial Planning Services, LLC Principal, Presidentsince Apr 2007Sarasota Coastal Credit Union Vice President - Advisory ServicesAug 2003 - Feb 2007
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Estate Planning, Personal Finance,...
Full Profile

Phil Mott Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Deputy Director • Financial Manager • Deputy Manager • Chief Executive

Experience & Education

Position:
Financial Advisor Certified Financial Planne™r at Morgan Stanley Smith Barney
Title:
Financial Advisor Certified Financial Planner™ at Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor Certified Financial Planne™rsince Feb 2006US Navy CAPTAINFeb 1975 - Aug 2004
Skills:
Retirement Planning
Full Profile

Greg Chona Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP, at MetLife
Location:
Sarasota, Florida Area
Industry:
Import and Export
Work history:
MetLife CFP,
Full Profile

Gregg Pacitti Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Security

Experience & Education

Position:
Certified Financial Planner at Skybox Financial Group, Chief Executive Officer at Skybox Financial...
Title:
Chief Executive Officer at Skybox Financial -"View above the Crowd"
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Skybox Financial Group Certified Financial Plannersince Jun 2010Skybox Financial Group Chief Executive Officersince May 2010
Full Profile

Craig Smith Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, CFP®, CRPC®
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Mar 2011Fifth Third Securities Investment ExecutiveDec 2009 - Mar 2011
Full Profile

Kathryn Shirer Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
CFP ®, V.P., Senior Wealth Advisor at Tompkins Financial Advisors
Title:
CFP ® , V.P. at Tompkins Financial Advisors
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Tompkins Financial Advisors - Rochester, New York and Sarasota, FloridaCFP ®, V.P., Senior Wealth Advisorsince Jul 1990
Skills:
Wealth Accumulation, Wealth Management, Wealth Preservation Planning, Certified Financial Planner,...
Full Profile

Byron Studdard Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at STUDDARD FINANCIAL
Title:
Owner, STUDDARD FINANCIAL
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
STUDDARD FINANCIAL - Germantown, TN & Sarasota, FLCertified Financial Plannersince Aug 2003
Full Profile

Devin Florez Sarasota, FL

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Apprentice • Bartender • Advisor • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager

Experience & Education

Title:
Financial Services Professional
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Nth Degree Financial Solutions Assistant Consultant / InternJun 2008 - Jul 2008Club Paris LLC. VIP Bartender / Lead BackwaiterSep 2006 - Jul 2007
Full Profile

Cfp Robert Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Nurse Practitioner • Web Marketer

Experience & Education

Position:
President at Victoria L Roberts, CFP
Title:
Financial advisor to women in transition
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Victoria L Roberts, CFP President
Full Profile

Mark Stough Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Experience Officer • Chief Executive Officer • Chief Executive • Financial Manager • Corporate Executive • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
CFP at LCM Capital Advisors, Executive Director at BNI SW Florida
Title:
Chief Experience Officer at BNI SW Florida
Location:
Sarasota, Florida Area
Industry:
Marketing and Advertising
Work history:
LCM Capital Advisors CFPsince Sep 2010BNI SW Florida Executive Directorsince 2001
Full Profile

Jay Logan Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Chairperson • Operations Manager • Marketing Manager • Financial Manager • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Volunteer • Non-Profit

Experience & Education

Position:
Director, Branch Manager, CFP, CRC at Robert W. Baird & Co.
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Robert W. Baird & Co. Director, Branch Manager, CFP, CRCsince Jun 2003Ringling Town Hall Lecture Series Volunteer Chair2013 - 2013
Full Profile

Paul Schur Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Computer Scientists

Experience & Education

Position:
CFP®, Financial Advisor at Ameriprise Financial Services, Inc.
Title:
CFP®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CFP®, Financial Advisorsince Jan 2009Merrill Lynch Financial Advisor, CFP®Jun 2003 - Jan 2009
Full Profile

Carla Smith Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CPA, Managing Shareholder at Plush Smith, PA CPA's & Consultants
Title:
CPA/PFS, CFP, ChFC, CLU
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Plush Smith, PA CPA's & Consultants CPA, Managing Shareholdersince Mar 2008
Full Profile

Joey Patane Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Corporate Executive • Partner • Department Store Salesperson • Retail Professional • Retail Salesperson • Team Member

Experience & Education

Title:
JD, LLM, CFP, AIF
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

Gilda Harrington Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Financial Manager

Experience & Education

Position:
Tax & Financial Services at Self Employed
Title:
--CFP, EA
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Self Employed Tax & Financial Services
Full Profile

Kent Shore Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Chairperson • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Sales Representative • Sales Executive • Sales Manager • Operations Manager

Experience & Education

Position:
Account Executive at Central Florida Press
Location:
Sarasota, Florida Area
Industry:
Printing
Work history:
Central Florida Press - Sarasota, Florida AreaAccount Executivesince Oct 2003LSK Investments LLC - Sarasota, Florida AreaPresidentSep 2008 - Nov 2012
Certifications:
Licensed Life, Health and Variable Annuities, DOI State of Florida
Real Estate Sales Associate, DBPR State of Florida
CFP is one of the largest printers in the SouthEas..
Full Profile

Beth Deyo Sarasota, 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 Williams Wealth Management Group, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

Terry Armentrout Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/Owner at Terry L. Armentrout, CPA, P.A.
Title:
Owner, Terry L. Armentrout, CPA, P.A.
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Terry L. Armentrout, CPA, P.A. President/Ownersince 1996
Skills:
Tax, Tax Returns, Budgets, GAAP, Tax Preparation, Small Business, Microsoft Excel, CPA, Income Tax, ...
Full Profile

Joni Rametta Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER at Nepsis Advisor Services
Title:
CERTIFIED FINANCIAL PLANNER at Nepsis Advisors
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Nepsis Advisor Services - Sarasota FLCERTIFIED FINANCIAL PLANNERsince Oct 2012Morgan Stanley - SarasotaVice President - InvestmentsSep 1982 - Oct 2012
Full Profile

Brent Hillerich Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor at Ameriprise Financial Advisors
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Private Wealth Advisorsince Mar 2001The Limited Senior Manager, FinanceOct 1999 - Feb 2001
Full Profile

James Taylor Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Registered Representative at John Hancock Financial Network-The Partners Network
Title:
Registered Representative- John Hancock Financial Network
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
John Hancock Financial Network-The Partners Network Registered Representativesince Jan 2013ProEquities Certified Financial PlannerJan 2009 - Dec 2012
Full Profile

John Sharp Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Speaker • Spokesperson • Representative • Master of Science • Financial Manager

Experience & Education

Position:
Registered Principal Delegate at Ameriprise Financial Services, Inc., Financial Advisor at...
Title:
Financial Advisor at Ameriprise Financial
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Registered Principal Delegatesince 2004Ameriprise Financial Financial Advisorsince Mar 1993
CFP
Full Profile

Richard Helbing Sarasota, FL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner for Medical/Dental Professionals & Family Businesses | 25 years experience | Owner at Suncoast Advisory Group Certified Financial Planner | Owner at Suncoast Advisory Group
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

David Begala Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager and Certified Financial Planner at UBS Financial Services
Title:
Certified Financial Planner, Vice President - Wealth Management at UBS Financial Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
UBS Financial Services Portfolio Manager and Certified Financial Plannersince Dec 2008
Skills:
Asset Allocation, Alternative Investments, Wealth Management, Series 7, Fixed Income, Equities
Full Profile

Nancy Olsen Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Director • Operations Manager • Financial Manager • Food Service Workers

Experience & Education

Work

Company:
Bradenton health care center
Certified dietary manager
Company:
Heritage health care - Venice, FL
Director nutritional services/c.d.m./c.f.p.p.
Full Profile

Lydia. Kolbas Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner - Certified Financial (CFP; CLU, ChFC) at Kolbas Group, Inc.
Title:
Kolbas Group, Inc. an Independent Firm
Location:
Sarasota, Florida
Industry:
Financial Services
Work history:
Kolbas Group, Inc. - Sarasota, FloridaOwner - Certified Financial (CFP; CLU, ChFC)since Sep 1999Family Financial Strategies, Inc. President & Financial AdvisorSep 1999 - Nov 2011
Full Profile

Lynn Zoller Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor, Certified Financial Planner (CFP) at Ameriprise Financial Services, Inc.
Title:
Finanical Advisor at Ameriprise Financial Services, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, Certified Financial Planner (CFP)since Apr 1998
Full Profile

Mark Samwebber Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Certified Financial Plannersince Nov 1977
Full Profile

Ryan Muller Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
CFP at Morgan Stanley Smith Barney
Title:
Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFPsince May 2006Legg Mason AssociateOct 2002 - May 2006
Full Profile

Ryan Muller Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
CFP at Morgan Stanley Smith Barney
Title:
Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFPsince May 2006Legg Mason AssociateOct 2002 - May 2006
Full Profile

Paul Schur Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Ameriprise Financial Services, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CFP®
Full Profile

Kevin Cox Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Morgan Stanley
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Certified Financial Planner
Full Profile

Julia Stalnaker Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Raymond James & Associates
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates Certified Financial Planner
Full Profile

Kevin Cox Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Morgan Stanley
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Certified Financial Planner
Full Profile

Lauren Macri Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Office Manager at Steve Griffin, CFP®
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Steve Griffin, CFP® Office Managersince Jan 2005
Full Profile

J Raleigh Sarasota, 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 (TM) at Raleigh & Associates, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

Hughes Jason Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
CFP at Morgan Stanley
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley CFP
Full Profile

James Taylor Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at MetLife Financial Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
MetLife Financial Services Certified Financial Planner
Full Profile

Douglas Canna Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Canna Investment Management, Inc.
Title:
Owner, Canna Investment Management, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Canna Investment Management, Inc. Certified Financial Plannersince Sep 1999
Full Profile

Phillip Mott Sarasota, 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 Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
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Julie Stalnaker Sarasota, 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 Raymond James & Associates
Location:
Sarasota, Florida Area
Industry:
Financial Services
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