Orlando, Fla. – January 11, 2005 – Susan S. Spraker, Ph.D, Certified Financial Planner and principal of wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, LLC, was recently appointed to the Schwab National Advisory Board. The board consists of 20 advisors, nominated by the Schwab sales team and chosen by senior management. Each advisor serves a two-year term and serves as a representative of the style and size of Schwab clients.
“As a member of the advisory board, I will assist Schwab in their mission to develop services that better serve the advisor community,” says Spraker. “I will help provide a global perspective of industry trends and conditions affecting financial planners, which may serve to influence current and future products and services.”
Susan Spraker has over twenty years experience in asset management and financial planning and is particularly adept at advising individuals and couples who are retired or planning for retirement, as well as widows and newly independent women . Her planning advice has been featured in the New York Times International, Orlando Sentinel, Kiplinger’s Personal Finance Magazine , the King County Journal, Florida Trend, and on AM 580 WDBO.
The Charles Schwab Corporation is one of the nation’s largest financial services firms engaged, through its subsidiaries, in providing securities brokerage and related financial services for over 7 million active accounts. Their clients include domestic and international individual investors, independent investment managers, institutions, broker-dealers and 401(k) plan sponsors. For more information, visit www.Schwab.com.
About Spraker, Fitzgerald, Tamayo & Moisand, LLC
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 financial planning, investment management, estate planning, cash flow and income tax strategies, and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $145 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 |
||
click to view map |
||