Broker Check

Our Team

Florida A&M University

 Zan Sattar

Zan Sattar

Financial Advisor

(850) 339-2087

(850) 894-4268

Florida Atlantic University

Andrea Diamantis Modica

Andrea Diamantis Modica, CRES

Vice President, Southern Region

(561) 714-4301

(850) 894-4268

Peter Ream

Peter Ream

Financial Advisor

(561) 703-4941

(850) 894-4268

Florida Gulf Coast University

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Tanner Betts

Tanner Betts

Financial Advisor

(239) 851-3032

(850) 894-4268

Florida International University

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Claudia Hall

Claudia Hall

Financial Advisor

(305) 424-2545

(850) 894-4268

Florida Polytechnic University

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

Florida State University

New College of Florida

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

University of Central Florida

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

University of Florida

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

University of North Florida

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

University of South Florida

Shane Isaac

Shane Isaac, CRES

Vice President, Central Region

(813) 263-9107

(850) 894-4268

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

University of West Florida

Broward College

Peter Ream

Peter Ream

Financial Advisor

(561) 703-4941

(850) 894-4268

College of Central Florida

Pensacola State College

Santa Fe College

Seminole State College