Flammio Financial Group

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and PA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, howto equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Leasha Flammio-Watson

Leasha Flammio-Watson

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Leasha Flammio-Watson's website

Team

Katie McInerney

Katie McInerney

Client Service Manager,

Financial Planning Assistant

Qualifications

  • She earned her Associates in Science degree from Prairie State College.
  • Notary Public in Brevard County, FL.

Roles & Responsibilities

  • .Katie's role is to help clients find solutions to questions or issues as quickly as possible on an ongoing basis,
  • She is responsible for all necessary follow-ups subsequent to client meetings and she is always happy to assist clients when they call or visit.
  • With a strength in technology and workflow, she collaborates with the advisor to systemize ans streamline internal practice procedure.
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Patricia (Pippy) Overbay

Operations Manager

Qualifications

  • She earned her Associates in Business from Centenary University.
  • She has her Life, Health, and Variable Annuities license in Florida
  • Notary Public in Brevard County, FL.

Roles & Responsibilities

  • She analyzes and improves organizational processes, and works to improve quality, productivity and efficiency.
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