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Financial Consultants in Florida

Financial Consultants in Gainesville, FL

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163 results found

Zachary Hellstrom Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
PNC Investments Financial Advisor
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
PNC Investments - Gainesville, Florida AreaFinancial AdvisorApr 2013 - 2013VALIC Financial AdvisorSep 2011 - Apr 2013
Skills:
Strategic Financial Planning, Retirement Planning, Financial Advisory, Coaching, Personal Finance,...
Full Profile

Rob Mentz Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor • Analyst • Analysts • Financial Officer • Financial Manager

Experience & Education

Title:
Bit Cauldron - Financial Advisor
Location:
Gainesville, Florida Area
Industry:
Consumer Electronics
Full Profile

Derar Ayoush Gainesville, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager • Leadership Think Tank • Organization Management • Analysts • Nurse • Nurse Practitioner • Founding Member • Chief Executive • Operations Manager • Market Research Analyst

Experience & Education

Position:
Finance Student at University of Florida, Financial Advisor Intern at Modern Woodmen of America,...
Title:
Financial Advisor Intern at Modern Woodmen of America
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
University of Florida Finance StudentModern Woodmen of America - Gainesville, Florida AreaFinancial Advisor Internsince May 2013
Skills:
Financial Analysis, Entrepreneurship, Economics, Investments, Leadership, Finance, Emerging...
Languages:
English, Arabic, German
Full Profile

Jeff Shamis Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Non-Profit • Organization Management • Team Member • Managers • Financial Manager • Master of Science • Animal Doctor • Animal Care Giver • Animal Caretaker • Human Resources Specialist • Recruitment • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Shamis & Harvey, a financial advisory practice of Ameriprise Financial
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Shamis & Harvey, a financial advisory practice of Ameriprise Financial Financial Advisorsince 1996Emergent Growth Fund Member & Board Member2005 - 2010
Skills:
Personal financial planning for wealth preservation strategies, protection planning/family...
Full Profile

Jay Murray Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Board Member • Founder • Founding Member • Chief Executive • Management Team Executive • Operations Manager • Security • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Member at Rebuilding Together, Financial Advisor / Co-founder at Covenant Wealth Management,...
Title:
Financial Advisor / Co-founder at Covenant Wealth Management
Location:
Gainesville, Florida
Industry:
Financial Services
Work history:
Rebuilding Together - Gainesville, FloridaBoard Membersince Mar 2011Covenant Wealth Management - Gainesville, Florida AreaFinancial Advisor / Co-foundersince Jul 2010
Skills:
Investment Advisor Representitive (IAR), Financial Planning, 401(k) Plan Consultant / Services,...
Full Profile

Kimberly Taylor Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Consultant • Counselor • Advisor • Certified Public Accountant • Field Auditor • Auditor • Analysts • Model • Chief Administrative Officer • Board Member • Chief Executive • Management Team Executive • Operations Manager • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Independent Financial Services at The Law Firm of Sonya Rudenstine
Title:
Independent Financial Consultant at The Law Firm of Sonya Rudenstine
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
The Law Firm of Sonya Rudenstine - Gainesville, FLIndependent Financial Servicessince Sep 2012Kimberly Taylor, Independent Consultant Independent Consultant for ANB Financial, N.A.Jun 2005 - Jun 2007
Skills:
Loans, Liquidity, Cash Flow, Financial Analysis, Banking, Credit Risk, Credit
Certifications:
Certified Public Accountant (CPA), Active Status: 2002-2004; Current Status: Inactive
Full Profile

Michael Gardner Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Computer Software Professional • Software Developer • Software Developers • Business Intelligence Professional • Advisor • Business Consultant • SEO Specialist • Web Marketer • Marketing Manager • Analyst • Analysts • Operations Manager • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Software Engineer at SumTotal Systems
Location:
Gainesville, Florida Area
Industry:
Computer Software
Work history:
SumTotal Systems - Gainesville, Florida AreaSenior Software Engineersince Feb 2011TradePMR, Inc Software DeveloperApr 2009 - Nov 2010
Skills:
XML, JavaScript, HTML, SQL Server, SQL, ASP.NET, C#, .NET, CSS, T-SQL, AJAX, XSLT, Web Development, ...
and implementation of individual financial advisor fee deduction system and account..
Full Profile

Donato Martino Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mechanic • Representative • Air Transportation Worker • Clinical Nursing Specialist • General Medical Care Specialist • Registered Nurse • Medicine Professional • Healthcare Practitioner • Account Manager • Bachelor of Science • Instructor

Experience & Education

Work

Company:
Uf health physicians patient services springhill medical office building
Company:
Uf health physicians florida center for plastic surgery - Gainesville, FL
Financial counselor
Full Profile

Tom Porter Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Vice President • Chief Executive • Software Engineer • Computer Software Professional • Software Developers • Leader • Managers • Advisor

Experience & Education

Position:
VP Business Development at Atmosphere Apps
Title:
Mobile App Strategist at Atmosphere Apps
Location:
Gainesville, Florida Area
Industry:
Computer Software
Work history:
Atmosphere Apps - Gainesville, Florida AreaVP Business Developmentsince Dec 2010UVEST Financial Services at M&S Bank Financial AdvisorSep 2007 - 2010
Skills:
Mobile Marketing, Mobile Applications, Business Strategy, New Business Development, Strategic...
Full Profile

Ryann Adams Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Practical Nurse • Certified Nurse Practitioner • Nurse Practitioner • Cashier • Office Assistant • Publishing Professional • Technical Specialist • Technical Support Specialists • Office Clerk • Clerical Specialist • Bachelor of Science

Experience & Education

Work

Company:
University of florida physicians
Emr workflow application specialist
Company:
Cvc clinic at uf health
Financial counselor

Skills

Microsoft excel, word, publisher, One Note, Power Point
Full Profile

Richard Graveley Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Principal at Graveley Capital Management, LLC. / Wells Fargo Advisors Financial Network, LLC.
Title:
Managing Principal
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Graveley Capital Management, LLC. / Wells Fargo Advisors Financial Network, LLC. - 333 S Pineapple Ave., Sarasota, Fl 34236Managing Principalsince Jan 2011Edward Jones - Siesta Key, FLFinancial AdvisorJun 2001 - Jan 2011
Skills:
Financial Education, Wealth Management, Public Speaking, Retirement Planning, Strategic Financial...
Full Profile

Carlene Certain Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Front Office Receptionist • Operations Manager

Experience & Education

Work

Company:
Shands healthcare
Financial counselor
Company:
Shands healthcare
Gainesville, fl business office representative

Skills

MHS,10 key Calculator,Multi Phone Lines,Groupwise,Document Imaging,Medifax, Microsoft Word, HIS,...
Full Profile

Okisha Lowe Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Secretary • Analysts • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Uf health
Financial counselor
Company:
Shands at uf - Lake City, FL
Financial counselor

Skills

CPC, Certified Professional Coder by AAPC-2010
Full Profile

Kent Walker Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative • Master of Science • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Edward Jones - Gainesville, Florida AreaFinancial Advisorsince Sep 2011Corporate Services Group (Tampa Bay Vending) Area Sales Manager - Acct. ExecutiveJul 2003 - Jun 2011
Full Profile

Jan Kautz Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Advisor

Experience & Education

Work

Company:
Bay medical hospital - Panama City, FL
Financial counselor
Company:
Shands @ uf of florida - Gainesville, FL
Financial counselor

Skills

Word,Excel, Power Point and various office equipment. Collections.
Full Profile

J.c. Aull Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Manager • Operations Manager • Security • Managers • Industrial Engineer

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Gainesville, Florida
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince May 2013Tennessee Board of Regents Executive Director of Operations: Regents Online Campus CollaborativeJun 2010 - Feb 2013
Full Profile

Jasmin Calhoun Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL COUNSELOR at University of Florida
Location:
Gainesville, Florida Area
Industry:
Research
Work history:
University of Florida FINANCIAL COUNSELOR
Full Profile

David Gracy Gainesville, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Chairperson • Board Member • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Financial Advisor at M. David Gracy Jr., CFP, L.L.C., President at Rotary Club of Gainesville...
Title:
Financial Advisor at M. David Gracy Jr., CFP, L.L.C.
Location:
Gainesville, Florida
Industry:
Investment Management
Work history:
M. David Gracy Jr., CFP, L.L.C. Financial Advisorsince Jan 2010Rotary Club of Gainesville Foundation Presidentsince Jul 2013
Skills:
Retirement Planning, Asset Managment, Investment Advisory Services, College Savings Plans,...
Full Profile

Sonya Flowers Gainesville, FL

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Beautician • Operations Manager

Experience & Education

Work

Company:
Florida credit union
Teller 2
Company:
First credit union - Gainesville, FL
Financial consultant
Full Profile

Joe Belgrade Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Title:
Financial Advisor at Northwestern Mutual
Location:
Gainesville, Florida Area
Industry:
Insurance
Full Profile

Senetta Coleman Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL COUNSELOR at University of Florida
Location:
Gainesville, Florida Area
Industry:
Research
Work history:
University of Florida FINANCIAL COUNSELOR
Full Profile

Marva Wade Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at University of Florida
Location:
Gainesville, Florida Area
Industry:
Higher Education
Work history:
University of Florida Financial Counselor
Full Profile

Sophie Lancaster Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
President at Heritage Financial Mangement
Title:
Owner, Heritage Financial Mangement
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Heritage Financial Mangement Presidentsince Jan 2009Edward Jones Financial AdvisorMar 2006 - Dec 2008
Full Profile

Jennifer Tidwell Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Surgeon • Surgical Specialist • Office Clerk • Clerical Specialist • Front Office Receptionist • Managers

Experience & Education

Work

Company:
Self employed
Domestic engineer
Company:
Spalding regional medical/tenet corporation
Financial counselor/insurance verifier
Full Profile

Kristin Gray Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Simed
Senior financial counselor
Company:
Genesis women's center - Inverness, FL
Financial specialist
Full Profile

Kyle Fagan Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Barista • Bartender • Software Tester • Computer Specialist

Experience & Education

Position:
Financial Counselor at Shands at the University of Florida
Location:
Gainesville, Florida
Industry:
Hospital & Health Care
Work history:
Shands at the University of Florida - Gainesville, FlaFinancial Counselorsince Nov 2012Starbucks Coffee Co. - Gainesville, Florida AreaBaristaMar 2006 - Nov 2012
Skills:
Attention To Detail, Organizational Effectiveness, Tactful, Diligent, Adaptive Systems, Optimistic, ...
Full Profile

William Twible Gainesville, FL

Professions & Specialties

Investment Analyst • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Analyst at University of Florida Investment Corporation
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
University of Florida Investment Corporation - Gainesville, Florida AreaInvestment Analystsince Jun 2011H.D. Vest Financial Services Financial AdvisorOct 2004 - Aug 2012
Full Profile

John Stephenson Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisor
Location:
Gainesville, Florida Area
Industry:
Investment Management
Work history:
VALIC Financial Advisorsince Jan 2011
Full Profile

Kurt Killingsworth Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Financial Advisor - First Vice President at Morgan Stanley Smith Barney
Title:
First Vice President at Morgan Stanley Smith Barney
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Gainesville, Florida AreaFinancial Advisor - First Vice Presidentsince Aug 2011SunTrust Investment Services Vice President & Private Financial AdvisorAug 2004 - Aug 2011
Full Profile

Rod Whited Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Field Director at Northwestern Mutual, Personal Financial Counselor at United States Department of...
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Field Directorsince Nov 2008United States Department of Defense Personal Financial Counselorsince Oct 2008
Skills:
Comprehensive Financial Planning, Disability Insurance, Life Insurance, Business Needs Analysis,...
Full Profile

Pat Gleason Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Cetera Financial Group, Financial Advisor in the Harry S. Dent Network at...
Title:
Cetera Financial, Independent Financial Advisor. A Harry Dent Financial Forecaster Associate
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Cetera Financial Group - Cetera Financial Group- Gainesville, FlFinancial Advisorsince Nov 1996Biltmore Financial Group Financial Advisor in the Harry S. Dent Networksince Nov 1996
Full Profile

Lydia Featherston Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Title:
Financial Counselor at University of Florida Physicians
Location:
Gainesville, Florida Area
Industry:
Health, Wellness and Fitness
Full Profile

Robert Mentz Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Controller • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at Bit Cauldron
Title:
Bit Cauldron - Financial Advisor
Location:
Gainesville, Florida Area
Industry:
Consumer Electronics
Work history:
Bit Cauldron Financial Advisorsince Dec 2009Air Products Business AnalystAug 1981 - Dec 2009
Full Profile

Jonathan Ambrose Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Erich Werner Investments, Inc.
Location:
Gainesville, Florida Area
Industry:
Investment Management
Work history:
Erich Werner Investments, Inc. Financial Advisor
Full Profile

Roman Janos Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Sep 2002Plus Orthopedics Director of FinanceJul 1997 - Aug 2002
Full Profile

Monte Kinard Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Business Administrator • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Title:
Financial Services Industry
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Mercantile Bank Financial AdvisorSep 2008 - Feb 2010Capital City Bank Group, Inc. Investment ExecutiveJun 2007 - May 2008
Full Profile

Chris Renick Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Sales Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Representative at NCH / Certified Labs
Title:
Sales Representative
Location:
Gainesville, Florida Area
Industry:
Chemicals
Work history:
NCH / Certified Labs - Gainesville, Florida AreaSales Representativesince Mar 2011VALIC Financial AdvisorJun 2004 - Apr 2006
Full Profile

Donna Carroll Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley at Morgan Stanley
Title:
Financial Advisor at the Banks Carroll Group at Morgan Stanley
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley - Gainesville FlFinancial Advisor at Morgan Stanleysince Nov 2008
Full Profile

Karen Harvey Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor with Ameriprise Financial Services, Inc.
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 24 B NW 33rd Court Gainesville, FL 32607Financial Advisorsince Jul 2009Merrill Lynch Financial AdvisorJun 2006 - Jul 2009
Full Profile

Chris Malphurs Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at CAMPUS USA Credit Union
Title:
Financial Advisor at CAMPUS Investment Services
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
CAMPUS USA Credit Union Financial Advisorsince Dec 2008
Full Profile

Mark Thomas Gainesville, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Summerlin Financial Advisors, Inc.
Location:
Gainesville, Florida Area
Industry:
Financial Services
Work history:
Summerlin Financial Advisors, Inc. Financial Advisorsince Sep 2007
Full Profile

Paula Gaetani Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr. Associate at Ronald Lawrence Group
Title:
Sr. Business Associate at Ronald Lawrence Group
Location:
Gainesville, Florida Area
Industry:
Real Estate
Work history:
Ronald Lawrence Group Sr. Associatesince Jul 2008John Hancock Financial Inc./Manulife Financial AdvisorJan 2000 - Aug 2009
Full Profile

Derek Dettman Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Sales Executive • Sales Manager • Managers • Operations Manager • Market Research Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Student at UF
Location:
Gainesville, Florida Area
Industry:
Real Estate
Work history:
UBS Wealth Management Financial Advisor AssociateJul 2008 - Apr 2009RE/MAX Advance Realty Sales AssociateJun 2007 - Mar 2008
Full Profile

Kyle Newell Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, CRPC® at Merrill Lynch
Title:
Financial Advisor | Chartered Retirement Planning Counselor SM
Location:
Gainesville, Florida
Industry:
Financial Services
Work history:
Merrill Lynch - 2850 NW 43rd St., Ste. 350, Gainesville, FL 32606Financial Advisor, CRPC®since 2011
Full Profile

Ronald Shultz Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Ronald M Shultz, CPA, PA, President at Tax & Financial Advisor LLC
Title:
President at Ronald M Shultz, CPA, PA
Location:
Gainesville, Florida Area
Industry:
Accounting
Work history:
Ronald M Shultz, CPA, PA PresidentTax & Financial Advisor LLC Presidentsince 2006
Full Profile

Larry Resczenski Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at VALIC
Location:
Gainesville, Florida Area
Industry:
Financial Services
Full Profile

Zach Hellstrom Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Waddell & Reed
Location:
Gainesville, Florida Area
Industry:
Financial Services
Full Profile

Gerald Spangler Gainesville, FL

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Gainesville, Florida Area
Industry:
Financial Services
Full Profile

Rebecca Hart Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Surgeon • Psychologist • Surgical Specialist • Physician • Wellness and Fitness • Psychology Specialist • Receptionist • Front Desk Clerk • Front Office Receptionist

Experience & Education

Position:
Financial Counselor at The Orthopedic Instittue
Title:
Financial Counselor at The Orthopedic Institute
Location:
Gainesville, Florida Area
Industry:
Health, Wellness and Fitness
Work history:
The Orthopedic Instittue Financial Counselorsince Mar 2010Robert R. Carroll, MD Receptionist2006 - 2010
Full Profile

Mary Rossow Gainesville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Coordinator • Administrative Clerk • Clerical Specialist • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Director • Operations Manager

Experience & Education

Position:
Administrative Assistant to Joe Belgrade, Financial Advisor at Northwestern Mutual
Title:
Administrative Assistant at Northwestern Mutual
Location:
Gainesville, Florida
Industry:
Financial Services
Work history:
Northwestern Mutual Administrative Assistant to Joe Belgrade, Financial Advisorsince Sep 2003Extendicare Manager, Independent and Assisted Living Facility1998 - 2003
Full Profile


Financial Consultants near Gainesville, FL024487296120OcalaLake CityMiddleburgDunnellonKeystone HeightsAlachuaFort WhiteHigh SpringsWillistonChiefland