Advisor profile


My approach

Leasha Flammio-Watson - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Leasha Flammio-Watson - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 and 66
  • Life, Health, and Variable Annuity

Education

  • Bachelor of Science- Florida State University

Interests

  • Spending time with family and friends
  • Bikram Yoga (90 mins of hot yoga)
  • Orange Theory Fitness
  • Brevard Zoo and giving back to other charitable organizations in Brevard.

Community participation

Leasha sponsors several charitable organizations throughout each year. Just a few of them include the American Cancer Society, Health First Foundation, Scott Center for Autism, Breast Friends, Friends for Animal Sanctuary, Rhythm in Motion Dance Team, and Candlelighters of Brevard, Inc. Leasha is also a member of the board for the Brevard Zoo.

  • Citizen of the Year finalist ,- Florida Today 2016
  • Women's Advisor Retreat, Speaker, Upper Midwest 2015
  • Women's Advisor Retreat, Speaker, Chicago 2014
  • Women's Advisor Forum, Keynote Speaker, New York 2014
  • Women’s Advisor Forum, Keynote Speaker, Chicago 2014
  • Wealth Management Conference, Panelist, California 2014

Awards & recognition

  • Ameriprise Circle of Success, 2018

Previous experience

  • First Vice President-Investment Officer, CFP® Wells Fargo Advisors, LLC, August 1995 - May 2013