Melbourne Referral Group

I work Closely with our clients to connect them with our best agents and specialists to meet their unique needs. I also work closely with our referral partners and community organizations to offer our services as an option. I help educate and find solutions to ease our clients' minds.

• Guiding Clients in Equities and Portfolio strategies since 2006
  
  Brian T Spatola
  Heron Equity Management
  442 Fourth Avenue
  Indialantic, Florida 32903
  
  
  Investment Advisor Representative
  Series 66 Licensed
  Accredited Asset Management Specialist
  A.A.M.S. Designation
  Life and Health Insurance Licensed
  
  
  Services:
  Comprehensive Wealth Management Services 
   Fixed Income, Mutual Funds, ETF's
  Life, Long Term Care and Annuity Insurance Agent
  Tax Advantaged Retirement Planning 
  Guaranteed* Lifetime Income 
  Asset Preservation Legacy, Estate and Tax Planning 
  Roth Conversion 
  Active Investment Management
  Life Insurance Design 
  Long Term Care Strategies 
  Alternative Investments 
  Buy/Sell Agreements
  Growth and Income Portfolios 
  Advanced Planning
  Call today for your personalized consultation. 321-288-7363
                                                     Message Center 321-728-1196