Financial firm Moisand Fitzgerald Tamayo honored by two publications
USA TODAY has named Moisand Fitzgerald Tamayo LLC to its list of America’s Best Financial Advisory Firms.
Also, for the fifth time since 2019, it was named one of the 75 Best Places to Work for Financial Advisors in the United States by Investment News.
“We’re completely independent and a 100% locally owned organization, which allows us to focus on doing great work for clients and creating a truly special work environment,” said Dan Moisand, firm principal, certified financial planner and FLORIDA TODAY columnist. “Every day, I get to work with wonderful clients and a fantastic team. To have national publications such as USA TODAY and Investment News recognize our efforts is very gratifying,” The USA TODAY ranking was compiled in partnership with independent research group Statista, and is based on growth and the number of recommendations from clients and peers. According to Investment News, the publication that named Moisand Fitzgerald Tamayo a Best Place to Work again, “leading firms are innovating to create productive work environments with learning and team-based cultures. And they offer advisors opportunities to advance and shape their careers as they see fit, whether it’s through restructured career pathways, educational support programs or succession planning initiatives.”
The annual list of top firms is compiled by Best Companies Group through anonymous online employee surveys and information from the employers about their compensation, benefits and workplace policies.
DJ Hunt, a Satellite Beach resident and chairman of the firm’s investment committee, said: “Our planning-first approach means we have deep insight into our client’s entire financial lives, not just their investment portfolio.”
“Our staff wants to make a meaningful difference for our clients, not be salespeople,” said Hunt, a certified financial planner. “This attitude is foundational to our firm’s culture, and helps us attract the best talent to serve our clients. When I joined MFT in 2020, I was employee No. 15. In the last few weeks, we just added No. 27. Of course, we offer industry-leading benefits and compensation, but our client-first attitude is what separates our firm and makes it the place where people with a ‘How can I help?’ mentality want to work.” For more information on the firm, go to www.moisandfitzgerald.com
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Garcia opens cleaning business with acquisition of local eMaids franchise
David Garcia recently ventured into the entrepreneurial world, with the launch of KDG Cleaning through the acquisition of the local eMaids franchise.
Garcia has been in the Navy for 16 years. He currently is a senior chief in the Navy Reserve.
He acquired the eMaids franchise out of a desire to create a family business that reflects their values of service and integrity, aiming to provide employment opportunities for other veterans and to contribute positively to their community. His partner in this venture is his wife, Katie Garcia.
eMaids was founded in 2005 with the idea of utilizing technology to make it easy and convenient for clients to book home and office cleaning.
For more details or to schedule a consultation, go to www.emaidsofspacecoast.com or call/text 321-462-3331.
Wright joins Alluvionic as project coordinator
Sydney Wright recently joined Alluvionic Inc. as a project coordinator.
Most recently, she was a client success manager at Rock Paper Simple.
Wright attended the University of Illinois Urbana-Champaign, where she received a bachelor’s degree (magna cum laude) in communications and creative writing.
If you have a Business Newsmakers item you’d like to publish, please email details to Wayne T. Price at wtpkansas@yahoo.com or contact him at 321-223-0230.
This article originally appeared on Florida Today: Two publications honor financial firm Moisand Fitzgerald Tamayo
