thomas.fleishel@raymondjames.com
386-738-1800, Ext. 304

Tom Fleishel is a principal and founding member of Fleishel Financial Associates, Inc. Using a distinctive process called The Strategic Wealth Solution, his firm specializes in a comprehensive team approach to wealth management. Tom has over 20 years experience of working mostly with professionals, retirees and owners of closely held businesses providing wealth accumulation, preservation and distribution strategies. He earned a bachelor's degree from the University of Georgia, an MBA from Stetson University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

His firm, Fleishel Financial Associates has received recognition in such publications as the "Daytona Beach News Journal" and the "Orlando Sentinel" where he has been featured numerous times in the Financial Planning Association's "Ask the Expert" section of their paper.

Tom is a member of the Financial Planning Association (FPA) of Central Florida and currently serves as the President of the Athens & Sands Theater Board, past President of the Boys and Girls Club of Volusia and Flagler Counties and is a member of the Deland Rotary Club and Christ Community Church. He and his wife, Becky, have three children, two of whom are adopted from Russia. Tom enjoys spending time with his family, fishing, hunting and civil war history.

 

Associate Planner
stephen.gunter@raymondjames.com
386-738-1800, Ext. 306

As an Associate Planner, Stephen supports our client service team, assisting with investment research, portfolio management and financial planning analysis.

Before joining our firm, Stephen earned his Bachelor's degree in Economics from Samford University in 2008 and a Master's degree in Family Financial Planning from The University of Georgia in 2011. In 2012, he sat for and passed his Certified Financial Planner® exam and is in the process of fulfilling his work requirements for this designation. He also has a combined 10 years of experience working in the four and five star customer service industry.

Stephen is currently a member of the Financial Planning Association (FPA) and the Financial Therapy Association (FTA).

When not at work, you will find Stephen and his wife Mattie walking/hiking, kayaking, playing tennis, golfing, or exploring new places. They also enjoy time with their basset hound, Daphne. He is also a lover of music and an avid sports fan. From August through February you will find him cheering on his Georgia Bulldogs and Pittsburgh Steelers.

 

 

dawn.nelson@raymondjames.com
386-738-1800, Ext. 301

As a Client Service Associate Dawn is an integral part of our ongoing commitment to delivering the highest quality service to our clients. She assists in scheduling client appointments, correspondence, check deposits, income distributions and even coordinating client events. Dawn has over twelve years of administrative and client service experience. When not at work you will find Dawn and her husband Marc spending time with their two young children Autumn and Hunter and enjoying outdoor activities like biking and racquetball.


 

amy.bedenbaugh@raymondjames.com
386-738-1800, Ext. 302

As Client Service Specialist, Amy supports our client service team as well as handling our firm’s Compliance & Operations.

Prior to joining the firm, she earned her Bachelor’s degree in Pre-Law, while working full-time, from The University of Central Florida in 2007.  During her time at UCF, she worked as the office administrator and head accountant the law offices of Long & Gonzalez as well as Bounds Gonzalez. She most recently worked at Embry-Riddle Aeronautical University as a budget analyst.

When not at work, Amy enjoys being outdoors. Some of her favorite activities include fishing, going to the beach, and traveling. She is a DeLand native that loves supporting her town, her DHS Bulldogs, and her two Coon Hounds Scout and Si.


   
Fleishel Financial is an Independent Registered Investment Advisor.

  As an independent registered investment advisor, Fleishel Financial is able to offer independent advice and investments based what is truly best for the client. Our independence means that we do not push any proprietary products. Also, being independent allows us to use non-proprietary products, which may be more appropriate for our clients.
Fleishel Financial - Code of Ethics

  Our firm understands the importance of TRUST and INTEGRITY in our client relationships. We have established a Code of Ethics to assure our clients that we always place their interests first.
Fleishel Financial - Our Certifications
  The CERTIFIED FINANCIAL PLANNER™ referred to as a CFP® is the leading professional designation that ensures your financial planner's qualifications.
About Raymond James Financial Services
  Raymond James Financial Services, Inc. member FINRA/SIPC is our Broker/Dealer through which we consummate security transactions. They work with over 1400 independent offices throughout the country. We have access to all of the resources of Raymond James and Associates, Inc. which is an subsidiary of Raymond James Financial, Inc. a publicly traded company on the New York Stock Exchange (RJF).
Our clients enjoy all of the benefits of being associated with a large securities firm, and have the added advantages of our independence.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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