Moisand Takes Top Honors in Annual Financial Planner Poll
Melbourne, Fla. – March 14, 2003 – Dan Moisand, Certified Financial Planner™ and principal with Spraker, Fitzgerald, Tamayo & Moisand, LLC, was recently honored by Financial Planning magazine with its annual Mover & Shaker award. The award is based on an annual survey of the most influential individuals in the profession, as chosen by the readers and editors of Financial Planning. Nominations and input from over 1000 financial advisors and affiliated professionals from across the country were considered in determining the winners. This year, eight winners were chosen who best represented a long-term commitment to their clients and the financial planning industry.
Moisand gained national attention after being named one of the 250 best financial advisors in America by Worth magazine and winning the Journal of Financial Planning’s national Call for Papers competition. Along with the Mover & Shaker honors, Moisand has been invited to join the Modern Masters series, an online forum designed to allow industry access to the industry’s leading practitioners.
Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers estate planning, investment management, cash flow and income tax strategies and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $90 million. They operate out of offices located in Melbourne and Maitland and can be reached at 321-253-5400 or online at www.SprakerFitzgerald.com.
| Melbourne Office: 6767 N. Wickham Road Suite 400 Melbourne, FL 32940 Tel: 321-253-5400 Fax: 321-757-3344 |
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