There's Only One FirstWave^®

Tonyah Everett

FPQP™

Portfolio Administration & Associate Trader

CREDENTIALS

FPQP™ Financial Paraplanner Qualified Professional

CAREER HIGHLIGHTS

FirstWave Financial^®
Two summer internships at FirstWave Financial (2018-2019)

Supports the daily operations of our portfolio administration and investment management related administrative tasks
Assists the Client Service Team with client support documents, two-factor authentication, check requests, and wires
Helps to prepare quarterly billing and post billing reports for the FirstWave Management Team

Animal Emergency and Critical Care Center of Brevard

Assisted the Certified Canine Rehabilitation Team
Provided triage support to Emergency Staff
Responsible for front desk client experience and clerical duties

EDUCATION

Stetson University, DeLand, FL: BA – Finance
Florida Air Academy High School

Interested in a

Complimentary Consultation?

Recent Posts

FirstWave Financial Annual Letter 2023

February 28, 2023

In the words of the great philosopher Mike Tyson – “Everyone has a plan until

Marriage – Your Personal Merger

February 14, 2023

By Laura Chiesman If you are in the middle of planning a wedding you know

Am I spending too much time worrying about my money?

December 20, 2022

It is no wonder you may find yourself worried about your money all the time.

No Regrets

September 23, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What will be my legacy?

September 13, 2022

In simple terms, a legacy is passed from one generation to the next and often refers to gifts of money or property.

What about college saving for my kids, grandkids, family

August 8, 2022

Higher education funding is a very important goal for many families…

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