I am a financial advisor with Evershore Financial Group, as an independent comprehensive financial services firm with offices in Orlando, Palm Beach Gardens, Boca Raton and The Villages. I have served as a financial professional for over 10 years beginning my career as a bank teller while still studying Applied Economics at Florida State University. After completing my Bachelor of Science in 2011, I was accepted into a specialty banking program with PNC Bank where I moved to Columbus, Ohio to complete a yearlong rotational program learning the many areas of financial services as well as obtaining the licenses required to be a Financial Advisor. I currently hold the FINRA Series 7 General Securities License, the FINRA Series 66 State Securities Law License, and the Florida Life, Health & Variable Insurance License.
As my career has progressed, I have been in roles as a private banker as well as the benefits advisor to the University of Central Florida’s faculty & staff participating in the Florida Retirement System. I pride myself on being a comprehensive advisor that continues to educate myself on the needs of my clients. Over the last five years I have worked to master the financial planning software eMoney, providing my clients with not only a tool to create and monitor their financial plans, but a way to provide custom recommendations based on their unique needs.
To continually add value to my client’s relationships & my knowledge I have obtained the designation as a Certified Exit Planning Advisor (CEPA), this designation was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Utilizing the CEPA designation I am able to take a deeper dive into the planning process with my business owner client’s covering the complex needs of growing businesses & preparing for the eventual exit of the owner from that business while continuing the legacy of what they have worked so hard to build. Exit Planning is a business strategy for every business owner to obtain the highest value for that business when that owner is ready!
Since joining Evershore Financial Group my network of clients has continued to grow and with the expansion of technology, I am now serving as the advisor for multiple families across the country. I currently have close relationships with client’s in not only the Central Florida area but in Georgia, Ohio, Massachusetts, Arizona, Texas, Utah, North Carolina & South Carolina. The wonderful part of being an independent financial services firm is that we have the ability to help solve our client’s financial needs regardless of their location.
Growing up in the Central Florida area and in an effort to give back to our community, I am currently serving as a member of the Central Florida Junior Achievement Leadership Council as well as going into the classroom to teach financial literacy to middle & high school students in Orange, Seminole, and Osceola County.Greg Abdalla is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Avenue, Maitland, FL 32751. www.evershore.com. DOFU 09.2021 3751511
I am passionate about helping people. Serving as a Financial Advisor provides me with the opportunity to listen attentively to the particular interests and needs of my clients, and to then devise a strategy that is financially sound and comprehensive in nature.
I have been in the financial services industry for over 19 years working with firms of varying size and scope. My industry experience has opened my eyes to the need for non-biased advice which result from extensive data gathering and due diligence. This process helps to ensure solutions and recommendations that are well-aligned with client objectives.
My practice is focused on working with pre-retirees and business owners throughout the country. Business owners often face unique challenges that can be addressed with comprehensive financial planning and advanced business valuation techniques. One of my key objectives is to help create a sense of security for clients who are preparing for or entering retirement. A sense of security is hard to quantify, but few would argue it is highly valuable.
A sound financial strategy may encompass some of the following: Life Insurance, Investments, Disability Insurance, Long-Term Care Insurance, Retirement Strategies, Employee Benefits, Annuities, Asset Protection, Buy/ Sell Strategies, and Wealth Management.
My wife and I are long-time residents of Palm Beach Gardens, FL with our two sons. It would be my pleasure to serve as a resource for any of your financial needs.
Contact me at firstname.lastname@example.org or 561-246-4888 to learn more.Brian Schwarz is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore is independently owned and operated. 3300 PGA Blvd., Suite 100, Palm Beach Gardens, FL 33410. DOFU 9.2021 3751612
I am a financial advisor with Evershore Financial Group, an independent comprehensive financial services firm with offices in Boca Raton, Orlando, Palm Beach Gardens, and the Villages.
Before entering the Financial Services Industry, I had a successful 30-year career in the hospitality industry. I was the Director of Golf at a private club for 12 years and that experience provided the foundation for my client-centered service approach to financial planning.
Education has always been a motivating factor for me, and it continues to play a pivotal role. I transitioned to financial services 6-years ago, and during that time, I have earned the Certified Financial Planner (CFP®) designation from the CFP Board of Standards, and the Certified Plan Fiduciary Advisor (CPFA) designation from National Association of Plan Advisors (NAPA). I also have a BS in Management and an MBA in Business Administration from the University of Phoenix in Fort Lauderdale, FL.
I am committed to providing specific and unique advice to help individuals, families, and business owners attain their goals regardless of their stage in life. Understanding your current financial situation is the groundwork for taking control of your financial future.
On a personal level, I enjoy playing golf, cooking, wine collecting, reading, and helping individuals improve their experiences.Lynn Stebbinsis a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL 33410. www.evershore.com. 9/2021 3751528
Daniel C. Zagata
I am the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. The driving motivation throughout my career has been to bring a high level of experience, education, andI am the Managing Partner of Evershore Financial Group, an independent comprehensive financial services firm located in Orlando, The Villages, Palm Beach Gardens, and Boca Raton. The driving motivation throughout my career has been to bring a high level of experience, education, and financial know-how to both the industry and my clients. I bring almost 19 years of experience working with professionals, businesses, and non-profits to help them realize their financial potential and goals.
It is always important that you know exactly who is giving you advice. I earned a BA in Economics and an MBA in Finance from Bentley University in Boston, MA. Following my commitment to constant life learning, almost a decade later, I earned my Doctor of Business Administration in Finance and Risk Management from the International School of Management in Paris, France. I also hold a graduate certificate of Financial Planning from the University of Miami in Coral Gables, FL. As a commitment to the level of expertise my clients deserve, I have earned the Certified Financial Planner (CFP®) designation from the CFP Board of Standards. I have also earned the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College. I am also an Accredited Investment Fiduciary (AIF®).
The purpose and philosophy that drives me to truly love what I do, is that I believe all people deserve dedicated, specific, unique, and judgment-free advice to help enhance their journey in life. Money isn’t everything, but education and the understanding of your money is key to reducing stress, achieving goals, and taking control of your financial future. I do not believe in the impersonal, generic advice available on the internet which may have no relevance to you and your family’s current and future situations.
Therefore, I stay involved in teaching and mentoring individuals and business owners from simple to very complex financial matters. My strong belief that education assists in making wise decisions has lead me to teach retirement and investment courses at the Lifelong Learning Center at Rollins College, Stetson University and the Celebration Foundation Lifelong Learning Program in Celebration, FL. I also return to my alma mater to teach graduate courses in corporate finance, risk management, and business negotiations.
Personally, I am an avid international traveler and a licensed pilot who loves to explore new places and learn about new and unique cultures. I continue to strongly believe that education, transparency and the human element are the ingredients to good financial planning. Improving the experience for my clients and their family is the driving force behind my work.
Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Dan Zagata is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 1750 N. Maitland Ave., Maitland, FL 32751. www.evershore.com. 6/2021 3639148