Her reliability and willingness to help resolve any issues make Darcy a valuable member of our team. In addition to assisting our clients and branch manager, she helps with compliance control and the scheduling and preparation of meetings.
Before joining our team in 2012, Darcy worked as an administrative assistant at Eppy Financial Group in Fort Lauderdale, and attended the Hilda Tucker Insurance School. Originally from Massachusetts, Darcy lives in Satellite Beach with her son, Austin.
Laural oversees our daily operations and all account transactions, and works in conjunction with our financial advisors in delivering the best possible client experience. She joined our team in 1986 and uses her extensive knowledge and skills to help ensure the smooth and efficient operation of our workflow and processes.
Laural holds a Series 7 securities license and a Florida insurance license. She earned an associate’s degree from Eastern Florida State College and is currently pursuing her bachelor’s degree in finance from the University of Central Florida. Originally from Ohio, Laural lives in Melbourne and has two sons, Joseph and Matthew.
Dawn helps make sure that our clients’ needs are met promptly, efficiently and accurately. She wants our clients to know that she is here for them and willing to help with any financial planning needs they have, so they don’t have to worry about the details.
Before joining our team in 2014, Dawn was a registered client service associate at Merrill Lynch and earned a bachelor’s degree from Wright State University. Originally from Dayton, Ohio, Dawn lives in Satellite Beach with her husband, Sean, and son, Zachary. In her free time, Dawn enjoys sports, exercise and nutrition and is a certified Zumba instructor.
Nesha joined our team in 2009 and takes pride in assisting co-workers in developing timely, accurate and meaningful answers. When not helping co-workers, Nesha enjoys serving as a volunteer with several community organizations, including Little Angels Day Care Center, the Franklin T. DeGroodt Public Library, Pro-Health & Fitness Center, Health First Day Care Center and The Fountains Nursing Home. Originally from Jamaica, she lives in Palm Bay and enjoys drawing and dancing in her free time.