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Financial Consultants in Tallahassee, FL

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165 results found

George Jordan Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerDivision ManagerFinancial OfficerFinancial ManagerDepartment SupervisorManagerOperations ManagerBachelor of ScienceSupporting MemberTeam MemberAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Controller at GT Technologies
Location:
Tallahassee, Florida Area
Industry:
Automotive
Work history:
GT Technologies Controllersince Jun 2009SKD Automotive Financial Consultant (Contract Position)Jan 2009 - Apr 2009

Brian Urban Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorProject ManagerConstructionFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecretaryChief Administrative OfficerProject ManagersChief ExecutiveSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Financial Advisor, PAS LLC at Smyre Financial
Title:
Financial Advisor, Park Avenue Securities, LLC at Smyre Financial
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Smyre Financial - Tallahassee, Florida AreaFinancial Advisor, PAS LLCsince Sep 2011WRScompass Project Manager/EngineerFeb 2006 - Jun 2011
Certifications:
OSHA 40-Hour Hazardous Waste Operations and Emergency Response (HAZWOPER) Training
OSHA 8-Hour Refresher Course (29 CFR 1910.120)

Brewer Bentley Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFiduciaryTrust Law AttorneyLawyersModelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales Director

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch Financial Advisor
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Merrill Lynch - Tallahassee, Florida AreaFinancial Advisorsince Nov 2011Flowers Foods - Monroe, GeorgiaBranch Sales ManagerJun 2011 - Nov 2011
Skills:
Customer Service, Sales, Strategic Planning, Leadership, Sales Management, Direct Store Delivery,...
Languages:
English, French, Spanish
Certifications:
Series 7, FINRA
Financial Advisor, Merrill Lynch

Ted Nation Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystRepresentativeAdvisorCounselorOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersMathematicsMathematicianInstructorPedagogueBachelor of ScienceNurseNurse PractitionerSoftware DeveloperSoftware DevelopersSales Representative

Experience & Education

Position:
Registered Representative/Financial Advisor at Calton & Associates, Inc., Owner/Financial...
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Calton & Associates, Inc. Registered Representative/Financial Advisorsince Mar 2009Nation One Financial Owner/Financial Advisorsince Jul 2008
Skills:
Finding the dollars you are currently transferring away unknowingly and unnecessarily then making...

Andrew Moore Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Capital City Banc Investments
Title:
Finacial Advisor at Capital City Banc nvesments
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
Capital City Banc Investments Financial Advisorsince Jan 2011Hancock Bank Investments Financial AdvisorSep 2009 - Dec 2010
Skills:
Wealth Management, Estate Planning, Series 7, Investments, Uniform Combined State Law, Series 65,...

Chiquita Curtis Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerPsychology SpecialistPsychologistData Entry SpecialistData ScientistWellness and FitnessStudent WorkerMedical Practice ProfessionalMedical PractitionerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonBachelor of ScienceAssociate of ArtsChief ExecutiveOperations ManagerOffice ClerkClerical Specialist

Experience & Education

Position:
Financial Counselor at Florida Cancer Specialists
Location:
Tallahassee, Florida Area
Industry:
Hospital & Health Care
Work history:
Florida Cancer Specialists - Tallahassee, Florida AreaFinancial Counselorsince Jul 2013Automated Health Systems Choice Counseling SpecialistFeb 2012 - Jul 2013
Skills:
Healthcare, Management, Healthcare Management, Data Entry, Fundraising, Research, Team Building,...

Marty Lefiles Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerAdvisorRepresentativeBusiness ConsultantCounselorBusiness AdministratorBachelor of Business AdministrationMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDeputy DirectorDeputy ManagerChief ExecutiveOperations ManagerCooks

Experience & Education

Position:
Principal at LeFiles Financial Planning, LLC
Title:
Principal, LeFiles Financial Planning, LLC
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
LeFiles Financial Planning, LLC - Valdosta, GAPrincipalsince Jan 2010Valdosta State University Small Business Development Center - Valdosta, GAAssistant Director/Business ConsultantJul 2011 - Jan 2013

Jose Marques Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at FRS Partners
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
FRS Partners - Tallahassee, Florida AreaFinancial Advisorsince Jan 2013Cellular Sales - FloridaRecruiting & DevelopmentJan 2007 - Dec 2012

Robin Smith Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGuideRepresentativeAdvisorTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdjunct InstructorLecturerPostsecondary Teacher

Experience & Education

Position:
Financial Advisor at North Florida Financial
Title:
Financial Advisor, PAS LLC, CLU ® at North Florida Financial
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Financial Advisorsince Jun 2009Florida State University Marketing Department Adjunct LecturerJan 2006 - May 2010
Skills:
Financial Planning, Investments

Brad Vaughan Tallahassee, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPlannerSecurityFile KeeperOffice RunnerClerical SpecialistCourierAttorney GeneralLawyersBachelor of Science

Experience & Education

Title:
Financial Specialist
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
State Farm Financial SpecialistOct 2012 - Dec 2012Northwestern Mutual Tallahassee Comprehensive/Holistic Financial Advisor and PlannerJun 2009 - Jun 2012
Skills:
Disability Insurance, Long-term Care, Life Insurance, Fixed Annuities, Insurance, Retirement...

David Grulich Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalManaging PartnerOwnerPartnerChief ExecutiveRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerSales Representative

Experience & Education

Position:
Managing Partner, Financial Advisor - Park Avenue Securities, LLC; MDRT at North Florida Financial...
Title:
Managing Partner, Financial Advisor- Park Avenue Securities, LLC; MDRT
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
North Florida Financial Corp - Tallahassee, Florida AreaManaging Partner, Financial Advisor - Park Avenue Securities, LLC; MDRTsince Oct 2008Veritas Holdings Owner/PartnerMar 2004 - Oct 2010
Skills:
Holistic Financial Planning, Wealth Management, Investment Advisory Services, Tax Advisory,...
Certifications:
MDRT Member, Million Dollar Round Table
Registered Stock Broker - Series 7, FINRA

Combs Charles Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerAccounts PayableAccounts Payable SpecialistAccounts ReceivableOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAnalystsSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Director of Finance - East Division at First American Title Insurance Co
Title:
Experienced at recognizing opportunities for improvment and implementing processes to gain advantage
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
First American Title Insurance Co Director of Finance - East Divisionsince May 2006Wachovia Securities Financial AdvisorSep 2005 - Apr 2006

Adrian Thurstin Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentResearch AssistantResearcherSurvey ResearcherAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Research Assistant at Florida State University
Location:
Tallahassee, Florida
Industry:
Higher Education
Work history:
Florida State University Research AssistantRaymond James Financial Inc. Financial AdvisorMay 2009 - Feb 2013
Skills:
Long-term Care, Mutual Funds, Research, Finance, Portfolio Management, Credit, Insurance, Wealth...

Melanie Kalmanson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerLaw SpecialistSummer AssociateLawyersParalegalOperations Manager

Experience & Education

Position:
Financial Advisor at Alpha Phi International Fraternity
Title:
1L at the Florida State University College of Law
Location:
Tallahassee, Florida
Industry:
Law Practice
Work history:
Alpha Phi International Fraternity - Tallahassee, Florida AreaFinancial Advisorsince Apr 2013Barbara Leach Law - Orlando, Florida AreaSummer Law ClerkMay 2013 - Jul 2013
Languages:
Spanish, English

Angel Williams Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHigh School DiplomaAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Southeastern urological
Scheduling lead
Company:
Southeastern urological
Patient financial counselor

Wyatt Brooks Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
First Vice President, Investments at Raymond James & Associates, Inc
Title:
Vice President Investments at Raymond James
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc - Tallahassee, Florida AreaFirst Vice President, Investmentssince Jul 2011Merrill Lynch Financial AdvisorApr 1998 - Jul 2011

Mccollum Jim Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
FINANCIAL ADVISOR at WACHOVIA SECURITIES
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
WACHOVIA SECURITIES FINANCIAL ADVISOR

Ben Welter Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Hancock Investment Services
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
Hancock Investment Services Financial Advisor

Larry Merritt Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Ameriprise financial advisors - Atlanta, GA
Financial advisor

Don Simmons Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Tallahassee, Florida Area
Industry:
Capital Markets
Work history:
Smith Barney Financial Advisor

Rob Stuyverson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentDirector of OperationsOwnerVice PresidentChief ExecutiveOperations ManagerRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President & Chief Operations Officer at North Florida Financial Corporation
Title:
Senior Vice President and Chief Operations Officer at North Florida Financial Corporation
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Corporation Senior Vice President & Chief Operations Officersince Jan 2005
Financial Advisor

Marc Alvis Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor

Nevin Edson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Guardian Life Insurance
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
Guardian Life Insurance Financial Advisor

Leslie Boone Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Work

Company:
Randstad pharma - Deerfield, IL
Financial consultant
Company:
Cardinal health inc - Waukegan, IL
Advisor, financial planning and analysis

Gail Milon Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at MetLife
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
MetLife Financial Advisor

Jesse Goodson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Woodmen of the World
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
Woodmen of the World Financial Advisor

Brent Edwards Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvertising ProfessionalMarketing AdministratorAdvertising Sales AgentMarketing ManagerLeaderManagersInternet Marketing ManagerWeb MarketerAssistant ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantNotary PublicNotaryLawyersInformation Technology SpecialistIT Specialist

Experience & Education

Position:
ER Financial Counselor at Capital Regional Medical Center
Title:
Marketing & Financial Guru
Location:
Tallahassee, Florida Area
Industry:
Marketing and Advertising
Work history:
Capital Regional Medical Center ER Financial Counselorsince Jun 2013IRBsearch, LLC Marketing ManagerApr 2012 - Feb 2013
Skills:
Negotiation, Marketing, Marketing Management, Marketing Strategy, Marketing Copy, Social Media...
Certifications:
Notary Public

Bryan Seaquist Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Partner at North Florida Financial Corporation
Title:
Senior Partner at North Florida Financial
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Corporation - Tallahassee, Florida AreaSenior Partnersince Aug 2000
..is a Registered Representative and Financial Advisor of Park Avenue Securities LLC,PA..

Joe Paiva Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Tallahassee, Florida Area
Industry:
Investment Banking

Richard Cassedy Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Cassedy & Company
Title:
Financial Consultant at Cassedy & Company Investments
Location:
Tallahassee, Florida
Industry:
Financial Services
Work history:
Cassedy & Company Financial Consultantsince Jun 2011FSU-College of Business - Tallahassee, FloridaGraduate AssistantMay 2011 - Apr 2012

Benjamin Welter Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Hancock Investment Services
Location:
Tallahassee, Florida Area
Industry:
Investment Management

Ross Brannon Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor, Park Avenue Securities LLC at North Florida Financial Corporation
Title:
Helping my clients maximize their financial potential
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Corporation - Tallahassee, Florida Area, United StatesFinancial Advisor, Park Avenue Securities LLCsince Jan 2011Mossy Oak Real Estate, Inc OwnerJun 2001 - Dec 2010

Albert Bunner Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Manager

Experience & Education

Work

Company:
Poppell financial group/ ing
Financial advisor
Company:
Waddell and reed - Tallahassee, FL
Financial advisor

John Curry Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor, PAS LLC / Financial Representative at Guardian Life Insurance, Financial...
Title:
Creator of the Secure Retirement Method
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Guardian Life Insurance Financial Advisor, PAS LLC / Financial Representativesince 1992North Florida Financial Corporation Financial Advisor, PAS LLCsince May 1978

Dustin Johnson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManagerDistrict ManagerOperations ManagerRegion ManagerAdvisorArea ManagerManagersFinancial ManagerAccounting BookkeeperBookkeeperComputer 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

Alison Mewborne Tallahassee, FL

Professions & Specialties

Certified Financial PlannerFinancial ConsultantFinancial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial 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 ...

Andrea Stephenson Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentManagerChief ExecutiveOperations ManagerMarketing ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
VP, Financial Consultant at Charles Schwab
Title:
VP/ Financial Consultant at Charles Schwab & Co Inc
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Charles Schwab - Tallahasssee, FL BranchVP, Financial Consultantsince Jun 2005Amsouth Investments Inc/ Amsouth Bank - Tallahassee, Florida AreaVP, Financial Consultant/Branch Manager2002 - 2005
Skills:
FINRA 7, 63, & 65 Licenses, Health, Life, & Variable Annuity Licensed

Rick Bridges Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Executive Recruiting at North Florida Financial Corporation, Financial Advisor, PAS,...
Title:
Director of Executive Recruiting, North Florida Financial Corporation, Financial Advisor, PAS, LLC
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Corporation Director of Executive Recruitingsince Oct 2010North Florida Financial Corporation Financial Advisor, PAS, LLCsince 2009

Gary Edwards Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - TallahasseeFinancial Advisorsince Jan 2008

Mike Williams Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at North Florida Financial Corporation
Title:
Helping clients accumulate, protect, grow wealth
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
North Florida Financial Corporation - Madison, FloridaFinancial Advisorsince Dec 2011

Dennis Deckerhoff Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley - Tallahassee, Florida AreaFinancial Advisorsince Mar 2010

Richard Bergstrom Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Associate Financial Advisor at Ameriprise Financial with the practice of Wesley E. Mullins II, ChFC CLU CRPC
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Sep 2005Florida State University Accounting CoodinatorJun 2000 - Aug 2005

Diane Flowers Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorSpecial Projects ManagerProject ManagerAdvisorSecretaryGovernorGovernment Administration OfficerCivil ServantChairpersonProject ManagersChief Executive

Experience & Education

Position:
Public-Private Partnerships at Florida Department of Transportation
Location:
Tallahassee, Florida Area
Industry:
Civil Engineering
Work history:
Florida Department of Transportation Public-Private Partnershipssince Aug 2006Florida Department of Transportation Special Projects ManagerFeb 2004 - Jul 2006
financial advisor consultant contracts

Kate Clark Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Allen, Mooney & Barnes Investment Advisors
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Allen, Mooney & Barnes Investment Advisors Financial Advisorsince Jun 2010

Pete Tychsen Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner/ Financial Advisor at Preservation Financial Group
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Preservation Financial Group Owner/ Financial Advisorsince Mar 1996Various Companies Financial ConsultantDec 1986 - Feb 1996

Charles Hopkins Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at SunTrust Investment Services, Inc., Financial Advisor at SunTrust
Title:
Financial Advisor, Vice President, SunTrust Investment Services, Inc.
Location:
Tallahassee, Florida Area
Industry:
Investment Management
Work history:
SunTrust Investment Services, Inc. Vice PresidentSunTrust Financial Advisorsince 1997

Patrick Madden Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeSecurity

Experience & Education

Position:
Investment Advisor Representative at Avant Financial Group, Financial Advisor at Avant Financial Group
Title:
Financial Advisor at Avant Financial Group
Location:
Tallahassee, Florida Area
Industry:
Insurance
Work history:
Avant Financial Group Investment Advisor Representativesince Aug 2008Avant Financial Group Financial Advisorsince Aug 2008

Austin England Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Park Avenue Securities, LLC
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
Park Avenue Securities, LLC Financial Advisorsince Aug 2006
Skills:
Business Planning, Estate Planning, Retirement Income Strategies

Jackie Russo Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorVice PresidentFinancial OfficerFinancial ManagerChief ExecutiveIndependent Business Owners

Experience & Education

Position:
Independent Financial Consultant, CPA at JAR Consultants
Title:
Independent Financial Consulting, Florida CPA
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
JAR Consultants Independent Financial Consultant, CPAsince Jan 2010LoudSiren Vice President & Chief Financial OfficerJul 2007 - Dec 2009
Skills:
Mergers, Management Consulting, Manufacturing, SOX, Forecasting, Financial Management, Budgeting,...

Thomas Dennig Tallahassee, FL

Professions & Specialties

Financial ConsultantFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer Service

Experience & Education

Position:
Senior Financial Advisor at VALIC Financial Advisors
Location:
Tallahassee, Florida Area
Industry:
Financial Services
Work history:
VALIC Financial Advisors - North FloridaSenior Financial Advisorsince Mar 2007Allstate Financial - FloridaExclusive Financial Specialist1999 - 2007



Financial Consultants near Tallahassee, FL02468CairoThomasvilleBainbridgeQuitmanCamillaMoultrieNorman ParkCrawfordvillePerryMadison