Flammio Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Flammio Financial Group
Team photo for Flammio Financial Group

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Advisors

Advisor photo for Leasha Flammio-Watson

Leasha Flammio-Watson

CFP®, BFA, CDFA®, CMFA®

Private Wealth Advisor

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


Team

Katie McInerney CRPC™ CMFA®

Katie McInerney CRPC™ CMFA®

Paraplanner,

Chartered Retirement Planning Counselor™

Qualifications

  • She earned her Associates in Science degree from Prairie State College.
  • Notary Public in Brevard County, FL.
    • Series 7 - General Securities Representative License
    • SIE - Securities Industry Essentials Examination
    • Series 66
    • CRPC™ - Chartered Retirement Planning Counselor
    • BFA™ - Behavioral Financial Advisor
    • CMFA® - Certified Military Financial Advisor

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 I am always happy to assist clients when they call or visit.
  • With a strength in technology and workflow, she collaborates with the advisor to systemize and streamline internal practice procedure.
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Luke Carson CRPC™ BFA®

Luke Carson CRPC™ BFA®

Paraplanner,

Behavioral Financial Advisor

Qualifications

  • Luke earned his bachelors degree in Economics from the University of Central Florida.
    • Series 7 - General Securities Representative License
    • SIE - Securities Industry Essentials Examination
    • Series 66
    • BFA™ - Behavioral Financial Advisor
    • CRPC™ - Chartered Retirement Planning Counselor
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