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

The Many Ways Our Grandparents Give.

By Laura Chiesman

As life expectancies continue to increase so does the number of lucky kids who have multiple grandparents in their lives. Grandparents (and great-grandparents) are key sources of assistance to families and their influence is well documented.

Read More...

4 Conditions that Impact your Money 

By FirstWave Financial®

When are you going to stop worrying so much about your money? When you finish paying for the kids’ college educations? When you pay off your mortgage? When you have saved one million dollars? When? While each of these are great achievements, unfortunately accomplishing them can have you worrying even more about your money.

Read More...

Follow us on: