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Certified Financial Planners in Florida

Certified Financial Planners in Sarasota, FL

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98 results found

Dave Begala Sarasota, FL

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner, Account Vice President at UBS Financial Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

Ole Sorrenson Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Volunteer • Non-Profit • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Financial Manager • Master of Science • Training and Coaching Professional • Professional Development Teacher • Carpentry Worker • Retail Professional • Retail Salesperson • Automotive Professional

Experience & Education

Position:
Southeast Regional Representative at NSX Club of America, Member, Board of Directors at G.Wiz -...
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
NSX Club of America Southeast Regional Representativesince Nov 2009G.Wiz - Gulfcoast Wonder & Imagination Zone Member, Board of Directorssince Jan 2009
Skills:
Listening, Working with you to come up with a plan that fits your needs, Helping to execute your plan
entitled me to the Certified Financial Planner designation
Full Profile

Maree Moscati Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Authoress • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Vice President • Region Manager • Financial Manager • Operations Manager • Business Administrator • Area Manager • Managers • Entertainment Professional • Entertainer

Experience & Education

Position:
EXECUTIVE OFFICER at COPYTALK, CCO at Stratstone Financial
Title:
CEO
Location:
Sarasota, Florida
Industry:
Financial Services
Work history:
COPYTALK - Sarasota, FloridaEXECUTIVE OFFICERsince Apr 2012Stratstone Financial - Ft Lauderdale, FloridaCCOsince Jan 2011
Certified Financial Planner Courses
Full Profile

Derek Williams Sarasota, FL

Professions & Specialties

Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Skilled Professional • Advisor

Experience & Education

Position:
Owner at Williams Wealth Management Group
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Williams Wealth Management Group - Bradenton, FloridaOwnersince May 2008
Skills:
Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Strategic Financial...
Certified Financial Planner
Full Profile

Ole Sorenson Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Representative • Management Consultant • Volunteer • Management Analyst • Analysts • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Client Service Officer • Customer Service • Professional Development Teacher

Experience & Education

Position:
Southeast Regional Representative at NSX Club of America, 1st Vice President, Investment Management ...
Title:
1st Vice President at Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
NSX Club of America Southeast Regional Representativesince Nov 2009Morgan Stanley Smith Barney - Sarasota, Florida1st Vice President, Investment Management Consultant, Financial Advisorsince Jul 1982
Languages:
German
entitled me to the Certified Financial Planner designation
Full Profile

David Lusty Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Advisor • Financial Manager • Operations Manager • Air Transportation Worker • Team Member

Experience & Education

Position:
Vice President - Business Development at Raymond James Financial, Owner at CDL Properties, LLC
Title:
Vice President Business Development, Raymond James Financial Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial - North Venice, FLVice President - Business Developmentsince Jun 2008CDL Properties, LLC Ownersince Sep 2005
Skills:
Coaching, Public Speaking, Small Business Management, Teaching, Financial Advisory, Portfolio...
Certified Financial Planner
Full Profile

Jason Zabawa Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Financial Specialist • Certified Financial Planner • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Operations Manager • Financial Manager • Business Development Associate • Counselor • Advisor • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Experienced, Successful Financial Sales Professional
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
PNC Investments Financial Advisor, AVPSep 2010 - May 2011SUN FINANCIAL SERVICES/INVEST FINANCIAL CORP Financial Advisor, AVPMar 2010 - Sep 2010
Full Profile

Antony Eminowicz Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Employee Benefits Director • Benefits Manager • Compensations and Benefits • Security • Solicitor • Lawyer • Financial Manager

Experience & Education

Title:
at Boyer & Jackson P.A.
Location:
Sarasota, Florida Area
Industry:
Legal Services
Work history:
Boyer & Jackson P.A. - Sarasota, Florida AreaEstate Planning/Public Benefits CoordinatorMar 2010 - Jun 2013Duffield Stunt Solicitors SolicitorAug 2004 - Oct 2009
Skills:
Trusts
Full Profile

Huldah Mathis Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince 2008SunTrust Bank Portfolio Specialist, Private Wealth Management2005 - 2008
Skills:
Asset & Income Protection, Life Insurance, Disability Income Insurance, Long Term Care Insurance,...
CERTIFIED FINANCIAL PLANNER
Full Profile

George Manyak Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at VALIC Financial Advisors
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
VALIC Financial Advisors - Sarasota, FloridaFinancial Advisorsince Aug 2011GF Investment Services LLC Financial PlannerMar 2007 - Aug 2011
Brokerage Jobs | CFP
Full Profile

Skip Jaehne Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Corporate Executive • Financial Manager • Operations Manager • Advisor • Business Administrator • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Broker/Commercial Realtor at Florida Business Opportunities, Inc.
Title:
Business Broker at Florida Business Opportunities, Inc.
Location:
Sarasota, Florida Area
Industry:
Real Estate
Work history:
Florida Business Opportunities, Inc. - Sarasota, Florida AreaBusiness Broker/Commercial Realtorsince Jun 2005CHAMBER AMBASSADOR BUSINESS BROKER2005 - 2011
Certified Financial Planner/Vice Pres
Full Profile

Michael Jones Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner 1 | Home Care Sarasota | Comfort Keepers Sarasota at Comfort Keepers, Comfort Keepers Owner...
Title:
Owner, Comfort Keepers
Location:
Sarasota, Florida Area
Industry:
Individual & Family Services
Work history:
Comfort Keepers Owner 1 | Home Care Sarasota | Comfort Keepers Sarasotasince Jan 2000Sarasota Comfort Keepers Ownersince 2000
Skills:
Marketing, Home Care, Employee Training, Long-term Care, Aging in Place, Seniors, Nursing,...
Certifications:
Certified Senior Advisor, Society of Certified Senior Advisors
CFP
Full Profile

George Manyak Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at VALIC Financial Advisors
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
VALIC Financial Advisors - Sarasota, FloridaFinancial Advisorsince Aug 2011GF Investment Services LLC Financial PlannerMar 2007 - Aug 2011
Skills:
Bloomberg, Morningstar Office, Mutual Funds, Series 7, Trading, Finance, Fixed Annuities, Wealth...
Brokerage Jobs | CFP
Full Profile

Daniel Vigne Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Sr. Wealth Strategist at Northern Trust
Title:
Senior Wealth Strategist at Northern Trust
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Northern Trust - Sarasota and Tampa Bay, FloridaSr. Wealth Strategistsince Jan 2013Sabadell Bank & Trust - Sarasota RegionManaging DirectorSep 2007 - Dec 2012
Skills:
Wealth Management, Holistic Financial Planning, Private Banking, Wealth Preservation Planning, High ...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Michael Hartley Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Management Team Executive • Operations Manager • Financial Manager • Organization Management • Publishing Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at DKE Inc., Principal at Transition Dynamics Inc, Principal at Cambio Press LLC, Board...
Title:
CEO at DKE Inc.
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
DKE Inc. - Venice FLCEOsince 1985Transition Dynamics Inc - Venice FloridaPrincipalsince Oct 2005
CFP
Full Profile

Dave Henderson Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Business Administrator • Trust Law Attorney • Lawyer

Experience & Education

Title:
Owner at Capital Planning Advisors,LLC
Location:
Sarasota, Florida Area
Industry:
Financial Services
Skills:
Fixed Annuities
Certified Financial Planner,CFP,
Full Profile

Daniel Hoffe Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Region Manager • Chief Executive • Advisor • Area Manager • Managers • Fiduciary • Trust Law Attorney • Lawyer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Wealth Management Advisor at BB&T
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
BB&T Vice President, Wealth Management Advisorsince Sep 2010Cruise Car, Inc. Regional DirectorMar 2010 - Sep 2010
Skills:
Wealth Management, Credit, Certified Financial Planner, Estate Planning, Investment Strategies,...
Full Profile

Mike Ohlman Sarasota, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Vice President, Financial Planning at Raymond James & Associates, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. Senior Vice President, Financial Planningsince 1987
..Finance as well as certifications as a CERTIFIED FINANCIAL PLANNER
Full Profile

Sandra Keir Sarasota, FL

Professions & Specialties

Sales Manager • Sales Director • Manager • Regional Vice President • Operations Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Western Region Sales Manager at Company Name Withheld
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Company Name Withheld - Greater Pittsburgh AreaWestern Region Sales Managersince Jul 2010Householder Regional Vice PresidentAug 2009 - Aug 2010
Skills:
Retirement Planning, Wealth Management, Financial Planning, Annuities, Investments
Certified Financial Planner
Full Profile

Bret Tackett Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Advisor • Financial Manager • Non-Profit • Analyst • Analysts • Master of Science • Bachelor of Science • Associate of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyer

Experience & Education

Position:
President at Tackett Wealth Management
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Tackett Wealth Management Presidentsince May 2009A.G. Edwards / Wachovia Securities AdvisorSep 2001 - May 2009
Full Profile

Stephen Martin Sarasota, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Concierge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Mathematician

Experience & Education

Position:
CEO/Wealth Advisor at SRQ Wealth Management
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
SRQ Wealth Management CEO/Wealth Advisorsince Sep 2010LPL Advisor2003 - 2011
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Certified Estate Planner, National Institute of Certified Estate Planners
Full Profile

Bogie Korszen Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Senior Vice President • Assistant Branch Manager • Vice President • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Vice President, Financial Planning at Raymond James
Title:
Senior Vice President, Financial Planning at Raymond James.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Senior Vice President, Financial Planningsince Sep 2007AG Edwards & Sons, Inc. Assistant Branch Manager2000 - 2007
Certified Financial Planner
Full Profile

Charles Alkire Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Financial Manager • Bachelors Degree • Doctor of Medicine • Trust Law Attorney • Lawyer

Experience & Education

Position:
Owner at Alkire Financial Advisory, Inc.
Title:
Owner, Alkire Financial Advisory, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Alkire Financial Advisory, Inc. - Srasota, FLOwnersince 2008Financial Planning Instruction, Inc. National instructor2006 - 2007
Certifications:
CFP® Certified Financial Planner™, CFP® Certified Financial Planner™
AIF® Accredited Investment Fiduciary®, AIF® Accredited Investment Fiduciary®
Full Profile

Heather Williams Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Tax Manager at Kerkering Barberio
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Kerkering Barberio Tax Managersince Jun 2010Grant Thornton LLP Tax ManagerAug 2003 - May 2010
Full Profile

Chan Sweetser Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Portfolio Manager at UBS Wealth Management at Sarasota Group at UBS
Title:
Portfolio Manager at UBS Wealth Management
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Sarasota Group at UBS Portfolio Manager at UBS Wealth Managementsince Apr 2009Smith Barney First Vice PresidentJun 1991 - Apr 2009
Certified Financial Planner
Full Profile

Mike Mcintosh Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Vice President of Operations • Vice President • Operations Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Vice President - Operations Improvement at Catholic Health Initiatives
Title:
VP Operations Improvement - Catholic Health Initiatives
Location:
Sarasota, Florida Area
Industry:
Hospital & Health Care
Work history:
Catholic Health Initiatives Vice President - Operations Improvementsince Jul 2009Catholic Health Initiatives Vice President - Change Leadership2002 - Jun 2009
Certifications:
Certified Financial Planner (CFP),, Certified Financial Planner Board of Standards Inc.
Full Profile

P Perrone Sarasota, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Advisor • Financial Manager

Experience & Education

Title:
Senior Financial Services Manager, Advisor and Banker
Location:
Sarasota, Florida Area
Industry:
Financial Services
Queens University of Charlotte,CFP Program,
Full Profile

Justin Cataldo Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Non-Profit • Investor • Business Administrator • Contractor • Manager • Financial Manager • Operations Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Title:
Accountant
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
John Michael Smith, CPA, P.A. - Sarasota, FloridaAccountantJan 2013 - May 2013Bobbitt, Pittenger & Co., P.A. - Sarasota, FloridaAccountantJun 2012 - Sep 2012
CFP
Full Profile

Beth Mayberry Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Math and Science Teacher- Middle School at Sarasota County School Distrcit, Owner at Fine Bait...
Title:
Math and Science Teacher- Middle School at Sarasota County School Distrcit
Location:
Sarasota, Florida Area
Industry:
Retail
Work history:
Sarasota County School Distrcit - Woodland Middle SchoolMath and Science Teacher- Middle Schoolsince Sep 2011Fine Bait & Tackle Ownersince Dec 2009
Skills:
Strategic Financial Planning, Microsoft Office, Small Business, Public Speaking, Strategic...
Certified Financial Planner,TM,at Busey Wealth Man..
Full Profile

Julie Cpa Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Manager • Bachelor of Business Administration • Master of Business Administration • Non-Profit

Experience & Education

Position:
Tax Manager at Kerkering, Barberio & Co., P.A.
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Kerkering, Barberio & Co., P.A. Tax Managersince Jan 1993Christopher Smith Leonard and Bristow, CPA, PA CPAApr 1988 - Dec 1992
Skills:
Certified in Florida Sales and Use Tax, 10 years experience with not for profit taxation, Certified ...
Certified Financial Planner professional
Full Profile

Sherry Zendel Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Wellness and Fitness • Independent Business Owners • Business Administrator • Hospital Care Professional • Health Professional • Health Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Animal Care Giver • Animal Caretaker • Industrial Engineer • Financial Manager • Operations Manager

Experience & Education

Position:
Self Employed at Healing Essentials for Animals
Location:
Sarasota, Florida Area
Industry:
Health, Wellness and Fitness
Work history:
Healing Essentials for Animals Self Employedsince Sep 2010Bear Creek Veterinary Alternatives Certified Healing Touch Practitioner for AnimalsDec 2010 - Jun 2012
Skills:
Wellness, Energy Healing, Training, Microsoft Word, Wellbeing, Healing Touch, Coaching, Stress...
Full Profile

Anthony Welch Sarasota, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Analyst

Experience & Education

Position:
President at Sarasota Capital Strategies, Inc. (Self-employed)
Title:
President at Sarasota Capital Strategies, Inc
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Sarasota Capital Strategies, Inc. Presidentsince Feb 2002The Currency Strategies Fund (Symbol FOREX) Portfolio ManagerMay 2009 - Feb 2013
Skills:
Hedge Funds, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, ETFs, Equities,...
Certifications:
Certified Financial Planner, CFP Board
Chartered Financial Consultant, The American College
Full Profile

Kristi Frates Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Fidelity Investments
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Fidelity Investments - Sarasota, Florida AreaFinancial Advisorsince Jul 2012Invest Financial, located at Gorham Savings Bank - Gorham, MaineFinancial AdvisorJul 2001 - Jul 2012
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Series 7, FINRA
Full Profile

Giovanna Mcgrath Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Program Director • Chief Executive • Operations Manager • Financial Manager • Advisor

Experience & Education

Position:
Vice President at DRTM Ventures, Inc, Program Director for the Gulf Coast Leadership Institute at...
Title:
"Inspiring"
Location:
Sarasota, Florida Area
Industry:
Management Consulting
Work history:
DRTM Ventures, Inc Vice Presidentsince Mar 2006Gulf Coast Community Foundation Program Director for the Gulf Coast Leadership Institutesince Apr 2009
Languages:
Spanish
Certifications:
Certified Financial Planner
Certified Civility & Etiquette Facilitator
Full Profile

Ryan Philips Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Area Manager • Construction • Managers • Sales Manager • Sales Director • Financial Manager

Experience & Education

Position:
Area Manager Aggregate Group at Vulcan Materials Company
Title:
Area Manager at Vulcan Materials Co
Location:
Sarasota, Florida Area
Industry:
Construction
Work history:
Vulcan Materials Company - South FloridaArea Manager Aggregate Groupsince Feb 2011Vulcan Materials Company - Sarasota, Florida AreaSales Manager Concrete GroupJan 2007 - Feb 2011
CFP
Full Profile

Joan Norman Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Executive Administrative Assistant • Administrative Associate • Administrative Clerk • Clerical Specialist • Secretary • Office Clerk • Bookkeeper • Financial Manager

Experience & Education

Work

Company:
Mckinney independent school district
Professional and para professional substitute
Company:
The women's resource center of sarasota county - Sarasota, FL
Executive administrative assistant
Full Profile

Chris Caswell Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Advertising Sales Agent

Experience & Education

Position:
Member at BNI, Attorney at Christopher K. Caswell PA
Title:
Attorney for Wealth Planning, Businesses and Real Estate
Location:
Sarasota, Florida Area
Industry:
Law Practice
Work history:
BNI Membersince 2010Christopher K. Caswell PA - Sarasota, Florida AreaAttorneysince Aug 1996
Skills:
Certified Financial Planner, Trademarks, Succession Planning, Real Estate, Estate Planning, Trusts, ...
Full Profile

Elizabeth Wilson Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Financial Manager • Medical Assistant • Healthcare Support

Experience & Education

Position:
Financial Consultant at Comerica Securities, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Comerica Securities, Inc. Financial Consultantsince Apr 2009Merrill Lynch Vice President, Senior Financial AdvisorAug 2006 - Apr 2009
Certifications:
Certified Financial Planner
Full Profile

Norman Reiter Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Partner • Financial Manager • Chief Executive • Referee • Judge

Experience & Education

Position:
Retired/// Morgan Stanley at morgan sraanley
Title:
retired at morgan stanley
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
morgan sraanley - Sarasota, Florida AreaRetired/// Morgan Stanleysince 2004UBS Wealth Management Money managerDec 2011 - 2011
New York institute of Finance /// certified financial planner (CFP)1979 NASD natio..
Full Profile

Matthew Borland Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Doctor of Medicine

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Sarasota, FLFinancial Advisorsince Mar 1991
CFP
Full Profile

Adam Cfa Sarasota, FL

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Financial Manager

Experience & Education

Work

Company:
U.s. trust
Portfolio manager associate
Company:
Bank of america, merrill lynch - Atlanta, GA
Senior trader

Skills

Portview, Reg 9, FactSet, Bloomberg, CRW, Pace, Omni Pay, Morningstar, Microsoft Office, ML Global...
Full Profile

Michelle Jackson Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Lecturer • Postsecondary Teacher • Sales Person • Sales Representative • Management Analyst • Analysts • Bachelor of Business Administration • Financial Manager

Experience & Education

Work

Company:
Mmj business solutions
Principal
Company:
Prudential / wachovia securities
First vice-president - investments

Skills

Microsoft Office Proficient, Excel, Word and Power Point
Full Profile

Daniel Shontere Sarasota, FL

Professions & Specialties

Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Associate Vice President
CERTIFIED FINANCIAL PLANNER
Full Profile

Rick Torrington Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Financial Manager

Experience & Education

Location:
Sarasota, Florida Area
Industry:
Financial Services
Certifications:
Certified Financial Planner (TM), CFP (TM) Board
Florida Health, Life including Variable Annuities, Florida Department of Financial Services
Full Profile

F. Mccloud Sarasota, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager

Experience & Education

Office:
Kirk - Pinkerton, P.A.
240 S. Pineapple Avenue, 6Th Floor, Sarasota, FL 34236
Phone:
(941) 364-2402 (Phone)
Specialties:
Estate Planning, Wills
ISLN:
917379541
Admitted:
Illinois, Pennsylvania
Biography:
F. Gant McCloud specializes in the practice areas of estate planning, taxation, estate...
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David Johnson Sarasota, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Chairperson • Operations Manager • Financial Manager • Chief Executive

Experience & Education

Office:
David P. Johnson
2201 Ringling Boulevard, Suite 104, Sarasota, FL 34237
Phone:
(941) 365-0118 (Phone), (941) 323-1539 (Cell), (941) 955-3391 (Fax)
Specialties:
Wills, Trusts and Estates, Taxation
ISLN:
910205946
Admitted:
1984, Michigan, 1986, Florida
Biography:
David P. Johnson received his Bachelor of Business Administration Degree with distinction from the...
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David Johnson Sarasota, FL

Professions & Specialties

Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Company:
David P. Johnson Jd, CPA, Cfp, Clu, Chfc
Address:
2201 Ringling Blvd Ste 104, Sarasota, FL 34237 - Property Information
Phone:
(941) 365-0118 (Office)
Specialties:
Wills / Living Wills - 20%
Probate - 16%
Licenses:
Florida - Member in Good Standing     1986
School:
Wayne State University Law School     
Degree:
JD - Juris Doctor - Law
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Hollie Taylor San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Mortgage Specialist • Loan Officers • Puchasing and Estimating Manager • Sales Person • Agent • Sales Representative • Model • Representative • Investor • Business Administrator • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Title:
Financial Advisor
Location:
Greater San Diego Area
Industry:
Investment Management
Work history:
T. Rowe Price - Tampa, FLInvestment SpecialistAug 2007 - Mar 2013R. W. Wilson Home Corp. (Arthur Rutenberg Homes Franchisee) - Sarasota, FLSales AssistantApr 2006 - Jul 2007
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