tony van ore
chief operating officer
About
Helping people is what it's all about. Through 5 years in law enforcement and over 20 years in financial services, it's helping people that motivates me year in and year out. I get a huge sense of satisfaction knowing I have been able to help individuals, business owners and leaders make smart decisions about their money and resources. It all comes back to doing the right things that will provide the best benefit for the end client.
united states
orlando
financial services
investments, retirement planning, financial advisory, portfolio management, strategic financial planning, wealth management, retirement, mutual funds, asset allocation, risk management, management, financial planning, securities, insurance, financial services, trading, personal finance, financial planners
Experience
chief operating officer - tavares | winter park | the villagesÂ
carson wealth
chief operating officer
ruggie capital group
director of operations
wealth management firm
chief operating officer
ruggie wealth management
portfolio consultant
charles schwab
Held various positions in Institutional providing services to Investment Advisors and also Private Client providing advice to individuals. Positions included Sr. Relationship Specialist, Supervisor, Associate Portfolio Consultant and Portfolio Consultant.
vice president, account manager
pershing, a bny mellon company
vice president and certified financial planner tm
financial management concepts
Provide comprehensive financial planning and advice in the areas of retirement, tax, insurance, estate and investment planning. Financial Management Concepts is a small firm providing planning and advice to a select number of families in 17 different states. Responsibilities include, but not limited to, participating in the Investment Committee; contributing to strategic direction of the company; development of systems and processes; and implementation of systems, processes and technology. Development and contribution of marketing ideas and collateral. Provide ongoing research and articles for monthly company newsletter.
vice president and chief compliance officer
financial management concepts
In addition to continued responsibilities listed below as a CERTIFIED FINANCIAL PLANNER, duties include but not limited to the review, enhancement and maintenance of the ongoing review and supervision of risk management systems; policies and procedures; and books and records pertaining to regulations governing Registered Investment Advisors registered with the SEC. Manage people, systems, policies and processes pertaining to human resources including compensation, benefits and training. Supervise vendor relations and accounts payable including contract reviews and negotiations.
Education
ucf college of business
operations management
university of florida
business administration
tony van ore's Contact Information
Phone
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