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Certified Financial Planners in Florida

Certified Financial Planners in Tallahassee, FL

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Here is a complete list of nearly all local Certified Financial Planners in Tallahassee, FL.

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24 results found

Brady Squires Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Counselor • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Director • Financial Officer

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Title:
Certified Financial Planner
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisorsince Aug 2004
Skills:
Retirement Planning, Estate Planning, Charitable Giving, Investment Strategies, Asset Protection,...
Full Profile

Alison Mewborne Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Capital City Banc Investments
Title:
Financial Advisor & Certified Financial Planner
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Capital City Banc Investments - Florida and GeorgiaFinancial Advisorsince Oct 2005LVL Financial Corporation Financial PlannerAug 2001 - Aug 2005
Skills:
Banking, Investments, Insurance, Retirement Planning, Portfolio Management, Estate Planning, Series ...
Full Profile

Michael Robinson Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
VP,Wealth Management Advisor, Certified Financial Planner (CFP) at Merrill Lynch
Title:
Vice President, Wealth Management Advisor, CFP at Merrill Lynch
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch - 215 S. Monroe St. suite 300 Tallahassee, FL 32301VP,Wealth Management Advisor, Certified Financial Planner (CFP)since Oct 2007AG Edwards Certified Financial Planner2000 - Oct 2007
Full Profile

Gary Parsons Tallahassee, 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 professional at Rogers, Gunter, Vaughn Insurance,Inc.
Title:
CFP,CLU at Rogers, Gunter, Vaughn Insurance,Inc.
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Rogers, Gunter, Vaughn Insurance,Inc. CERTIFIED FINANCIAL PLANNER professionalsince May 1999
Full Profile

Wyndi Pelt Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Representative with R. Scott Vedder, CFP, CLU at Northwestern Mutual
Title:
Associate Financial Representative with R. Scott Vedder, CFP, CLU - Northwestern Mutual Financial Network
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Tallahassee, Florida AreaAssociate Financial Representative with R. Scott Vedder, CFP, CLUsince Sep 1998
Full Profile

Christopher Pink Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Retail Salesperson

Experience & Education

Title:
Certified Financial Planner (CFP)/ Investment Banker
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Full Profile

Chris Pink Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Retail Salesperson

Experience & Education

Title:
Certified Financial Planner (CFP)/ Investment Banker
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Full Profile

Wyndi Jeter Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Associate Agent with R. Scott Vedder, CFP, CLU at Northwestern Mutual Financial Network
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
Northwestern Mutual Financial Network Associate Agent with R. Scott Vedder, CFP, CLU
Full Profile

Liz Akom Tallahassee, FL

Professions & Specialties

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

Experience & Education

Title:
CFP at Moors & Cabot, Inc.
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Full Profile

Steve Wansley Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
Insurance Agent/Estate Planner at Wansley & Associates
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Wansley & Associates Insurance Agent/Estate Planner
Full Profile

Kelly Frohsin Tallahassee, FL

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Counselor • Recognition • Speaker • Advisor • Spokesperson • Representative • Writer and Editor • Government Administration Professional • Manager • Chief Executive Officer • Community Service Manager • Operations Manager • Corporate Executive • Chief Executive • Analysts • Non-Profit • Financial Manager • Management Team Executive • Financial Officer • Event Manager • Master of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Economic Consultant at Florida Agency for Workforce Innovation
Location:
Tallahassee, Florida Area
Industry:
Government Administration
Work history:
Florida Agency for Workforce Innovation Economic Consultantsince Oct 2009Morgan Stanley Vice President-InvestmentsFeb 2006 - Oct 2009
Skills:
Certified Financial Planner, CFP, Certified Investment Management Analyst, CIMA, Kelly has served...
Full Profile

Derek Patti Tallahassee, FL

Professions & Specialties

Puchasing and Estimating Manager • Benefits Specialist • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Psychologist • Sales Person • Sales Representative • Psychology Specialist • Bachelor of Science • Government Administration Professional • Financial Manager • Community Service Manager • Data Scientist

Experience & Education

Position:
Benefits Specialist at State of Florida - Division of Retirement
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
State of Florida - Division of Retirement Benefits Specialistsince Aug 2009Right Choice Distributors Inc Sales AssistantJan 2009 - Aug 2009
..while I pursue the designation of Certified Financial Planner
Full Profile

Rene Bruer Tallahassee, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Capital City Bank, Adjunct Faculty at Flagler College
Title:
Financial Advisor, Capital City Banc Investments
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Capital City Bank Financial Advisorsince Mar 2008Flagler College Adjunct Facultysince 2012
Certifications:
Certified Financial Planner™, CFP Board
Full Profile

Malcolm Brown Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Vice President • Chief Executive • Financial Manager • Client Service Officer • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Director at Seaver-Brown Funeral Service, Student at Florida State Law Class of 2013
Title:
FSU College of Law Class of 2013
Location:
Tallahassee, Florida Area
Industry:
Legal Services
Work history:
Seaver-Brown Funeral Service Directorsince Aug 2010Florida State Law Class of 2013 Studentsince Jul 2010
Skills:
Strategic Financial Planning, Financial Analysis, Microsoft Office, Microsoft Excel, Leadership,...
..miscellaneous assistance to the CFP's
Full Profile

Dustin Johnson Tallahassee, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • District Manager • Operations Manager • Region Manager • Advisor • Area Manager • Managers • Financial Manager • Accounting Bookkeeper • Bookkeeper • Computer Scientists

Experience & Education

Title:
A
Location:
Tallahassee, Florida Area
Industry:
Think Tanks
Work history:
Ameriprise Financial Manager of Financial Advice/Manger/Financial AdvisorFeb 2005 - Mar 2009
Certified Financial Planner
Full Profile

Karen Paralegal Tallahassee, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Paralegal • Litigation Support Specialist • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Law Specialist • Juris Doctor • Supporting Member • Spokesperson • Representative • Team Member

Experience & Education

Position:
Managing Member at Wealth Counselor's Advantage, Ltd.
Location:
Tallahassee, Florida Area
Industry:
Legal Services
Work history:
Wealth Counselor's Advantage, Ltd. Managing Membersince Aug 2003Clark, Partington, Hart, Larry, Bond & Stackhouse ParalegalJun 2002 - May 2003
Skills:
Florida Probate and Estate Planning, Federal Fiduciary Tax Returns
Full Profile

Susan Colavecchio Tallahassee, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service Associate • Client Service Officer • Customer Service • Buyer and Seller • Sales Representative • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at ING USA
Title:
Tallahassee, FL
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
ING USA Investment Advisor Representativesince 2006CitiStreet Customer Service AssociateNov 2004 - Apr 2006
Skills:
Series 63, Series 65, Series 6, Certified Financial Planner
Full Profile

Michael Grant Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Wealth Management Advisor
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Wealth Management Advisor, Assistant Vice Presidentsince Aug 2001
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Certified Financial Manager, Merrill Lynch Internal
Full Profile

Stan Barnes Tallahassee, FL

Professions & Specialties

Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Managing Partner at Allen Mooney & Barnes
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Allen Mooney & Barnes Managing Partnersince Sep 2005BB&T/Landrum Yaeger Vice President- Financial Services1998 - 2005
Certifications:
Certified Financial Planner, College of Financial Planning
Chartered Life Underwriter, American College
Full Profile

Janice White Tallahassee, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President and Trust Officer at Capital City Bank Group, Inc.
Location:
Tallahassee, Florida Area
Industry:
Banking
Work history:
Capital City Bank Group, Inc. - 304 East Tennessee, Street, Tallahassee, FL 32301Vice President and Trust Officersince Aug 1988
Full Profile

Robert Myers Tallahassee, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Product Specialist • Sports Trainer • Sports Trainers • Customer Service • Marketing Manager

Experience & Education

Work

Company:
Edward jones investments
Relationship manager / product specialist ii
Company:
Financial assessment & solutions tools (fast) - St. Louis, MO
Financial advisor coach / client solutions specialist i & ii

Skills

Microsoft Office, Research Skills, Analytical Skills, Coaching
Full Profile

Jeffrey Gough Tallahassee, FL

Professions & Specialties

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

Experience & Education

Position:
Graduate Assistant at Florida State University
Location:
Tallahassee, Florida Area
Industry:
Higher Education
Work history:
Florida State University - Tallahassee, Florida AreaGraduate Assistantsince Aug 2011Hilliard Lyons Financial ParaplannerApr 2008 - Aug 2010
Full Profile

Steven Portillo Frisco, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Auditor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support • Database Administration Professional • Database Administrator • Mathematician

Experience & Education

Work

Company:
Dave international - McKinney, TX
Auditor/gl accountant
Company:
Volvo of dallas - Frisco, TX
Accounting manager
Full Profile

Thomas Coopman Tifton, GA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Retail Professional • Retail Salesperson • Shop Manager • Sales Manager • Sales Director • Financial Manager • Operations Manager • Supervisor • Advisor • Business Administrator • Managers • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Associate of Arts

Experience & Education

Position:
Store Manager at AutoZone
Title:
Retail/B2B Sales Management
Location:
Tifton, Georgia
Industry:
Retail
Work history:
AutoZone - Tallahassee, FLStore Managersince Aug 2011Advance Auto Parts - Dania, FLCommercial Sales ManagerJun 2010 - Aug 2011
Skills:
Florida 2-15 Life, Health and Variable Annuities License, Series 65 Investment Adviser Law Exam,...
Languages:
Spanish
Full Profile

Certified Financial Planners near Tallahassee, FL012Thomasville


Certified Financial Planners around Tallahassee, FL

Thomasville  (2)

Certified Financial Planners in Florida

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