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Estate Planners in Florida

Estate Planners in Orlando, FL

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Here is a complete list of nearly every available Estate Planners in Orlando, FL.

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15 results found

Iris Meyer Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Caregiver • Wellness and Fitness • Nursing Assistant • Planner • Volunteer • Non-Profit • Board Member • Financial Manager • Management Team Executive • Operations Manager • Managers • Advisor • Project Managers • Corporate Executive

Experience & Education

Position:
Caregiver/Estate Planner at Personal Care Consultants
Title:
Caregiver at Personal Care
Location:
Orlando, Florida Area
Industry:
Health, Wellness and Fitness
Work history:
Personal Care Consultants - Apopka, FLCaregiver/Estate Plannersince Jul 2012Wellsprings of Florida - Apopka, FLRegistrar /Activities DeveloperMar 2009 - Jul 2012
Languages:
German
Full Profile

John Iar Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Registered Investment Advisor, Certified Estate Planner, Licensed Insurance Agent at McInerney...
Location:
Orlando, Florida Area
Industry:
Financial Services
Work history:
McInerney Financial Group llc Registered Investment Advisor, Certified Estate Planner, Licensed Insurance Agentsince Jan 1976
Skills:
- Portfolio Management, - Investment Advising, - Estate Planning, - Asset Allocation, - Income...
Full Profile

Prem Adams Orlando, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Administrator • SEO Specialist • Marketing Professional • Web Marketer • Advertising Sales Agent • Manager • Director • Marketing Manager • Operations Manager • Graphic Designer • Market Research Analyst • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Agent • Sales Representative

Experience & Education

Position:
Marketing Communications Specialist at WealthCounsel, LLC
Location:
Orlando, Florida Area
Industry:
Legal Services
Work history:
WealthCounsel, LLC Marketing Communications Specialistsince May 2010WellTek Inc Marketing SpecialistMar 2007 - Feb 2010
Skills:
Social Media, Email Marketing, Marketing Strategy, SEO, Integrated Marketing, Public Relations,...
Languages:
Hindi
Estate Planner Legal Network
Full Profile

Nick Rodites Orlando, FL

Professions & Specialties

Estate Planner • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Human Resources Specialist • Recruitment • Planner • Management Consultant • Business Administrator • Analysts • Management Analyst • Executive Team Leader • Chairperson • Chief Executive Officer • Chief Operating Officer • Chief Information Officer • Technology Director • Director • Financial Manager • Corporate Executive • General and Operations Manager • Director of Operations • Technology Manager • Technical Managers • Lawyers • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Bachelor of Science • Buyer and Seller • Sales Representative

Experience & Education

Position:
Business Performance Advisor at Insperity (NYSE:NSP), Board Member, VP of Membership at Association ...
Title:
Business Performance Advisor maximizing the value of owning your own business.
Location:
Orlando, Florida Area
Industry:
Human Resources
Work history:
Insperity (NYSE:NSP) - FloridaBusiness Performance Advisorsince Feb 2013Association for Corporate Growth - Orlando, Florida AreaBoard Member, VP of Membershipsince Jun 2011
Skills:
Exit Strategies, Acquisitions, Mergers, Public Companies, Valuation, Private Equity, Due Diligence, ...
Certifications:
Accredited Valuation Analyst (AVA), National Association of Certified Valuation Analysts
Certified Succession Planner (CSP), International Succession Planning Association
Full Profile

Marilyn Hochman Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • City Attorney • Bankruptcy Attorney • Defense Attorney • Attorney At Law • Financial Regulation Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive • Financial Manager • Operations Manager • Sales Representative • Sales Agent • Sewer • Police • Counselor • Apprentice • Representative • Organization Management • Advisor • Author • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Student Worker

Experience & Education

Position:
Attorney at Hochman and Peppler, LLC
Title:
Hochman and Peppler, LLC
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Hochman and Peppler, LLC Attorneysince Apr 2010Oviedo-Winter Springs Regional Chamber of Commerce Hochman and Peppler, LLC1999 - 2012
Skills:
Listening, Advising Clients, Mortgage Foreclosure Defense, Garnishment Defense, Chapter 7...
Full Profile

Nick Bednarczyk Orlando, FL

Professions & Specialties

Loan Officer • Estate Planner • Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Partner • Chief Executive • Business Development Manager • Owner • Operations Manager • Financial Manager • Crewman • Team Member • Performer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Real Estate Investment Insider • Property Manager • Real Estate Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
VP of Private Banking at Fairwinds Credit Union
Location:
Orlando, Florida Area
Industry:
Banking
Work history:
Fairwinds Credit Union VP of Private Bankingsince Aug 2011Commercial Lending Inc PartnerMay 2008 - Aug 2011
Skills:
Real Estate, Asset Managment, Investments, Brokerage, Loans, Portfolio Management, Due Diligence,...
Full Profile

Merrell Bailey Orlando, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Operations Manager • Philanthrope • Business Administrator • Non-Profit • Juris Doctor • Master of Business Administration • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Bailey Zobel Pilcher
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Bailey Zobel Pilcher Managing Partnersince Feb 2009Estate Planning & Legacy Law Center, PLC Managing AttorneyOct 2005 - Feb 2009
Skills:
Trusts, Estate Tax Planning, Estate Planning, Wills, Asset Protection, Project Planning, Business...
Certifications:
Certified Public Accountant
Estate Planner Legal Network
Full Profile

Ginger Lore Orlando, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Attorney At Law • Law Specialist • Lawyers • Associate Professor • Lecturer • Postsecondary Teacher • Operations Manager • Financial Manager • Judicial Law Clerk • High School Diploma • Team Member

Experience & Education

Position:
President / Managing Attorney at Law Offices of Ginger R. Lore, P.A.
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Law Offices of Ginger R. Lore, P.A. President / Managing Attorneysince Jan 2010Everest University-South Orlando Campus Adjunct Professor2010 - 2010
Estate Planner Legal Network
Full Profile

Henry Harlow Orlando, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Sports Trainer • Sports Trainers • Advisor • Training and Coaching Professional • Professional Development Teacher • Marketing Manager • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Lawyers

Experience & Education

Position:
Owner at Law Firm Marketing Coach LLC, Affiliated Practice Advisor at Atticus, Inc
Title:
Owner, Law Firm Marketing Coach
Location:
Orlando, Florida Area
Industry:
Professional Training & Coaching
Work history:
Law Firm Marketing Coach LLC Ownersince Jan 2006Atticus, Inc Affiliated Practice Advisorsince Dec 1998
Skills:
Law Firm Marketing, Law Practice Management, Internet Marketing Consulting, Time...
Estate Planner Legal Network
Full Profile

Donald Jacobs Orlando, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
President & Attorney at Donald F. Jacobs, P.A.
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Donald F. Jacobs, P.A. President & Attorneysince Jul 1981Van den Berg, Gay & Burke Attorney1979 - 1981
Estate Planner Legal Network
Full Profile

Jonathan Djordjevic Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Juris Doctor • Agent • Sales Representative • Operations Manager • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Insurance Professional • Underwriter

Experience & Education

Position:
Owner at JD Insurance & Financial Group, Inc
Title:
Owner, JD Insurance & Financial Group, Inc
Location:
Orlando, Florida Area
Industry:
Insurance
Work history:
JD Insurance & Financial Group, Inc OwnerPontell Insurance Personal/Commercial Lines AgentJun 2008 - Jul 2009
Skills:
Life Insurance, Insurance, Employee Benefits
Full Profile

Greg Meier Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Team Member

Experience & Education

Position:
Attorney/Partner at ShuffieldLowman
Title:
shareholder at ShuffieldLowman
Location:
Orlando, Florida Area
Industry:
Legal Services
Work history:
ShuffieldLowman Attorney/Partnersince Feb 2004Gronek & Latham, LLP PartnerSep 2000 - Feb 2004
Full Profile

Vonya Lance Orlando, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Project Managers • Project Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner at Vonya Lance, P.L.
Title:
Owner of Vonya Lance, P.L.
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Vonya Lance, P.L. Ownersince Feb 2012Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Tax AttorneyDec 2006 - Mar 2011
Skills:
Estate Planning, Trusts, LLC, Asset Protection, Estate Tax Planning, Probate, Estate Administration
Estate Planner Legal Network
Full Profile

Bill Roy Orlando, FL

Professions & Specialties

Lawyer • Owner • Chief Executive • Project Managers • Project Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Tax Accountant

Experience & Education

Position:
Attorney/Owner at The Roy Law Firm, PL
Title:
Attorney/Owner, The Roy Law Firm, PL
Location:
Orlando, Florida Area
Industry:
Legal Services
Work history:
The Roy Law Firm, PL Attorney/Ownersince Jun 2004Arthur Andersen, LLP Tax Accountant1997 - 1999
Estate Planner Legal Network
Full Profile

Stephen Chong Orlando, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Psychologist • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Partner at Mateer & Harbert, P.A.
Location:
Orlando, Florida Area
Industry:
Law Practice
Work history:
Mateer & Harbert, P.A. - Orlando, Florida AreaPartnersince Sep 2011Arnold, Matheny & Eagan, P.A. PartnerApr 2008 - Aug 2011
Skills:
Real Estate Transactions, Probate, Estate Planning, Corporate Transactions, Real Estate, Wills,...
Full Profile

Estate Planners near Orlando, FL01Altamonte SpringsApopkaLake MaryLongwood


Estate Planners around Orlando, FL

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Lake Mary  (1)
Longwood  (1)

Estate Planners in Florida

Sub-specializations

Estate Planner  (15)