Flammio Financial Group

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.



Advisors

Leasha Flammio-Watson, Private Wealth Advisor serving the Melbourne, FL area - Ameriprise Advisors

Leasha Flammio-Watson

CFP®, BFA, CDFA®

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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Sue Flammio

Sue Flammio

Paraplanner