Financial Planning Consultants
Meet the Financial Consultants with CenterState Financial Services.
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Gregorgy J. McKay, CFP®, M.S. 1500 Lee Rd Winter Park, FL 32789 (407) 645-1201 gmckay@nbcsecurities.com Serving Winter Park, Sanford, and Brevard County |
| As a Financial Adviser and a Certified Financial Planner, Greg has more than 27 years of investment and banking experience. He specializes in providing advice on investment options and portfolio management to his clients. Greg holds his Financial Industry Regulation Authority (FINRA) Series 7, 63 and Florida Life, Health and Variable Annuities licenses as well as a Master’s Degree in finance from the College of Financial Planning. Additionally, he is a member of the International Association of Financial Planners. | |
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Mike McDonough 1101 First Street South Winter Haven, FL 33880 (863) 293-4006 mmcdonough@nbcsecurities.com Serving Winter Haven, Lake Alfred, Haines City South |
| Mike McDonough earned a Bachelor of Science degree from New Hampshire College. He holds Series 7 and 63 designations and is a Registered Investment Advisor Representative. He has spent over 20 years in the financial services industry and is committed to working with clients who are serious about achieving their financial goals. Mike is not a stockbroker, day trader or market timer. He will never put pressure on you to buy or sell a product or to change your current investments. His concern is that your investment plan meets the financial goals you have established. | |
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Megan Tysver 4719 South Florida Ave Lakeland, FL 33813 (863) 648-0350 mtysver@nbcsecurities.com |
| Megan Tysver began her career in the Financial Services Industry in 1998. She earned a Bachelor of Science Degree with a concentration in Financial Management from Florida Southern College. She holds Series 7 and 63 designations and is a Registered Investment Advisor Representative. Megan joined the CenterState Team in 2007. | |
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Ilan Aramati 4719 S. Florida Ave. Lakeland, FL 33813 863-648-0900 iaramati@nbcsecurities.com Serving Lakeland, South Lakeland, and Bartow |
| Ilan Aramati came to CenterState from Metlife were he spent eight years providing services that included Retirement Planning, Estate Planning, and is a specialist in the Non-Profit and Civil Service Arena. Ilan is orginally from New York City were he spent 20 years as a member of the New York City Police Department. Ilan began his career in the Financial Service Industry in 2000, he holds a Series 7 designation and is licensed in Florida and New York in Life, Health and Annuities. | |
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Richard Gant 6930 Gall Blvd. Zephyrhills, FL 33542 (813) 783-8122 rgant@nbcsecurities.com Serving Zephyrhills, Bushnell, Dade City, West Zephyrhills, Leesburg, Clermont, Groveland, Spring Hill, Crystal River, Inverness, and Eustis |
| Richard Gant earned a Bachelor’s Degree in Economics from Southeastern Louisiana University. He holds a Series 7, 9, 10, 24, 63 and is a Registered Investment Advisor Representative. Richard received a Certified Funds Specialist (CFS®) designation from the Institute of Business & Finance. As well, he holds Life, Health & Annuity Licenses. | |
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Brett Canarelli 920 N John Young Parkway Kissimmee, Florida 34741 407-847-3800 bcanarelli@nbcsecurities.com Serving Kissimmee, St. Cloud, Poinciana, South Chase, Osceola Pkwy, and Ashton |
| Brett Canarelli, M.B.A. specializes in Retirement Income Planning. Brett earned a Bachelor of Science degree in Finance from the University of Central Florida. He holds Series 7, 63, 66, and FL-215 licenses. Brett continued his education by earning a Master of Science degree in Business Administration with a specialty in finance. During the course of his career, Brett has worked for a brokerage firm specializing in stocks and mutual funds, an insurance company specializing in financial planning, and is a Registered Investment Advisor Representative. Brett has been Vice President of Investment Services for CenterState Financial Services since 2006. | |
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Kelly S. Paton 406 E Silver Springs Blvd Ocala, FL 34470 (352) 368-1050 kpaton@nbcsecurities.com Serving Marion County |
| Kelly is a Registered Investment Adviser Representative and earned his Bachelor’s Degree from the University of New Hampshire. He has over 30 years’ experience in the Financial Services industry and holds a FINRA Series 7, Series 66, and Florida insurance licenses. Kelly has earned annual industry recognition by receiving multiple achievement awards.
Kelly has dedicated his practice to helping individuals achieve their financial goals and is known for his proven ability to provide clients with vital financial information on a timely basis. | |
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Louis A. Capezza 801 20th Place Vero Beach, FL 32960 (772) 563-2341 lcapezza@nbcsecurities.com Serving Vero Beach, Okeechobee, Clewiston, and LaBelle |
| Louis serves as a Vice President and Investment officer for CenterState bank and has worked in the financial services industry since 1998. He is a native of Florida and was raised on the Treasure Coast where he resides with his wife, Jennie and their three children. Louis is a graduate of the University of Florida and has earned his FINRA Series 7, Series 63, Series 66 and Florida Life, Health and Annuity licenses. He specializes in providing individualized asset management and solutions for clients with an emphasis on service and integrity. | |
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Rhonda Morcillo |
| Rhonda began her career in the Financial Services Industry in 1993 with Franklin Templeton in Saint Petersburg, Florida, where she attained her FINRA Series 6 license. After relocating to the Vero Beach area, she expanded her career with NBC Securities where she earned her FINRA Series 7, Series 63, and Series 65 licenses. Rhonda serves clients on the Treasure Coast as a Registered Sales Assistant for Louis Capezza. | |
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Jeanne Moeller |
| Jeanne serves as Registered Assistant for NBC’s Office of Supervisory Jurisdiction in Florida. She possesses her Financial Industry Regulation Authority (FINRA) Series 7 and 63 licenses, in addition to her Florida Life, Health and Variable Annuities Licenses. Jeanne assists the firm's Financial Advisers with a variety of client account services, such as managing new client relationships, opening and transferring accounts, processing client letters of instruction and executing transactions at the direction of the Financial Advisers. She is a fully trained para-planner and assists advisers as they create written financial plans for clients | |
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