Fee Based Firm Named to Bloomberg's Top Wealth Managers
List
Melbourne, Fla. – August 8, 2003 – Susan S. Spraker,
PhD, Certified Financial Planner™ and co-founder of wealth management
and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, LLC,
has announced the firm’s recent honor of being named to Bloomberg’s
Top Wealth Managers list for the third consecutive year. The ranking of independent
financial advisory firms is based on the average client account size for the
year ending December 31, 2002.
“While the financial markets have remained turbulent, our firm has continued to grow and prosper,” says Spraker. “Our assets under management have continued to rise, which has certainly attributed to this honor.”
Earlier in the year, the firm merged with Melbourne-based Optimum Financial Group in an effort to manage growth, add client services and enhance support.
“The goal has been to maintain the attention to detail that our clients demand,” adds Dan Moisand, former president of Optimum Financial and current principal of Spraker, Fitzgerald, Tamayo & Moisand, LLC. “As fiduciaries, our responsibility lies solely with the interests of each individual client and this award, especially considering the recent economic climate, validates our efforts.”
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 $102 million. They operate out of offices located in Maitland and Melbourne and can be reached at 407-869-6228 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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