Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a 2020 Best Places to Work for Financial Advisers by InvestmentNews
Orlando – April 27, 2020 – InvestmentNews has recognized Moisand Fitzgerald Tamayo, LLC as a 2020 Best Places to Work for Financial Advisers.
Moisand Fitzgerald Tamayo (MFT) was chosen for the second time as one of the top-75 firms in the U.S. based on employer and employee surveys, evaluating company culture, benefits, career paths, and more. This is the second year the firm has been so honored. The firm is the only one on the list based in Florida.
“To meet high standards, we must be choosy about who we hire to serve clients. We know that providing great service stems from a commitment to helping clients. It comes from a client-focused disposition, a positive attitude, and a culture which pairs high expectations with an environment that facilitates doing what is best for clients,” said Charlie Fitzgerald, Principal and Senior Financial Advisor.
Now in its third year, InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.
“The 75 firms presented here go beyond offering financial advisers attractive benefits and perks, they create workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients, ” said InvestmentNews.
Moisand Fitzgerald Tamayo is a fee-only financial planning and wealth management firm with offices in Orlando and Melbourne, Florida.
Moisand Fitzgerald Tamayo, LLC is an Orlando, FL and Melbourne, FL based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between.
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