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Meet our Team

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Dave Baker

Portfolio Manager

Accredited Portfolio Management AdvisorSM - APMA®

Derrick Chandler

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional

Clareese Chin

Client Service Manager

Charles E. Fitzgerald

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional

Casandra Garrett

Financial Analyst

CERTIFIED FINANCIAL PLANNER™ professional, EA

Pam Grabe

Client Service Manager

DJ Hunt

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional

Tommy Lucas

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA

Lisa Maddox

Operations & Systems Associate

Kevin McDermott

Tax Manager

Certified Public Accountant

Claire Mendez

Administrative Assistant

Dan Moisand

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional

Yutanna Moore

Client Service Manager

Sara N.

Chief Compliance Officer/Office Manager

Ryan Osborne

Senior Financial Analyst

CERTIFIED FINANCIAL PLANNER™ professional, EA

Paula Rocha

Financial Analyst

EA

Mike Salmon

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA

Tracy Smith

Client Service Manager

Ronald Tamayo

Senior Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional, EA

Orlando Area

SunTrust Center
200 South Orange Avenue
Suite 2025
Orlando, FL 32801

Melbourne Area

6767 N. Wickham Road
Suite 500
Melbourne, FL 32940

Tampa Area

401 E. Jackson Street
Suite 3300
Tampa, FL 33602

Phone

Orlando 407-869-6228
Melbourne 321-253-5400
Tampa 813-755-3033

Email

[email protected]

© Moisand Fitzgerald Tamayo, LLC

Important Disclosure Information

Moisand Fitzgerald Tamayo, LLC (“Company”) is an SEC registered investment adviser located in Orlando, Florida. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Companymaintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Company, please contact the SEC or the state securities regulators for those states in which Company maintains a notice filing.

A copy of Company’s current written disclosure statement discussing Company’s business operations, services, and fees is available from Company upon written request. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Companyweb site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).

Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Personal tax advice is given only through a formal engagement not through this content.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Moisand Fitzgerald Tamayo, LLC is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Moisand Fitzgerald Tamayo, LLC by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.

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