Legal & Financial 2011 cont'd

Beth Fleming-Brown, CFP, CLU, CRPC, has been in the financial planning industry for 17 years. She specializes in identifying and resolving investment, retirement and estate-planning needs for high net-worth families.

Fleming-Brown is a member of the Central Florida Financial Planning Association and sits on the board of directors for the Central Florida Estate Planning Council Inc.

She is active in the community and has participated with Orange County Public Schools’ Partners in Education program, Windermere Wonders, Windermere Tree Board, Boy Scouts of America, and the Windermere Town Council.

1900 Summit Tower Blvd., Suite 170, Orlando • 407-916-9500, ext. 4306
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With 14 years of experience in the industry, Ronald W. Garrison, CFP, CRPC, offers a seasoned approach by someone who has successfully advised clients in making lifechanging financial decisions through good markets and bad. The focus of his practice is assisting families in preparing for and enjoying life in the years after full-time work.

After graduating from Baylor University with a Bachelor of Business Administration in finance, he chose to continue his professional education by become a certified financial planner and chartered retirement planning counselor.

201 E. Pine St., 11th Floor, Orlando • 407-849-4709
This e-mail address is being protected from spambots. You need JavaScript enabled to view it • www.morganstanley.com/fa/ronald.garrison

Having served in the financial services industry for more than 16 years, Pamela S. Ghezzi’s relationship-centered wealth advisory firm has provided clients with the resources and guidance to build and sustain their personal wealth. She is a certified wealth strategist with Cannon Financial Institute and affiliated adviser with the Sudden Money Institute. Through her affiliation with SMI, she received specialized training to coach individuals, especially women, through sudden and challenging life and financial transitions.

Ghezzi graduated cum laude from The University of Tennessee with her bachelor’s and completed postgraduate studies in financial planning and risk management.

4767 New Broad St., Orlando • 407-601-5794
www.fmrwealth.com

Neil Oehlstrom is a Financial Advisor with Edward Jones. His office is located in the Ashley Park business complex in MetroWest, and he has been serving the MetroWest, Dr. Phillips, Bay Hill and Windermere areas for more than 13 years.

The Edward Jones firm works with individual investors to assist in meeting their financial needs for retirement, savings, education and estate planning.

The longtime Central Florida resident serves clients throughout Florida and the U.S. and is available to meet at his office or clients’ homes for a complete and complimentary financial review.

3200 S. Hiawassee Road, Suite 204, Orlando • 407-295-8300
www.edwardjones.com

An experienced and dedicated financial professional, Richard D. Smith, MBA, WMS, blends integrity, hard work and personal service to ensure that his clients’ wealth management plans support their goals through changing personal and market conditions. His rolls as both a corporate chief financial officer and business owner provide him the unique insights, experience and objectivity to guide life-altering decisions. Smith understands that success generates financial complexity. As a trusted adviser, his role is to simplify his clients’ financial futures by serving as their family CFO.

301 E. Pine St., Suite 1100, Orlando • 407-246-8881
This e-mail address is being protected from spambots. You need JavaScript enabled to view it • www.raymondjames.com/richsmith

David I. Strunc, CRPC, founded Sunrise Wealth Advisors Inc. with the idea of breaking away from the big firms and wire-houses by not selling proprietary products, but instead offering advice that is completely independent and unbiased. David focuses and specializes on small-business planning, practicing doctors and attorneys, Deferred Retirement Option Program and Florida Retirement System plans, families acquiring wealth, and 401(k) and IRA rollover options.

6052 Turkey Lake Road, Suite 101, Orlando • 407-237-0116
www.sunrisewealthadvisors.com

Paula F. Montoya is the immigration administrator for KM Jackson Law Firm and manages the immigration law practice. She is currently enrolled in the Dwayne O. Andreas School of Law at Barry University and brings five years of comprehensive immigration experience in many areas, including family marriage visas, employment visas, investor visas, green cards and naturalization. Montoya received her bachelor’s in international affairs from Rollins College and speaks English, Portuguese, Spanish and French. She is a member of the American Immigration Lawyers Association and Women On A Mission To Earn Commission.

5728 Major Blvd., Suite 600, Orlando • 407-363-9020
www.kmjlawfirm.com