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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 Greatest Gift Podcast

We kick off our Christmas series with “The Greatest Gift” with WealthCoach™ Jamie Ostrander.  It’s a Wonderful Life has some key elements that we place in every financial plan.  We start every plan with a simple yet

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Money Lessons from the Grinch

Unwrap financial wisdom this holiday season with our Christmas series podcast, “Festive Finances: Lessons from The Grinch” with WealthCoach™ & Retirement Plan Specialist Robert DeVries. Drawing inspiration from Dr. Seuss’s timeless tale, we offer 3 tips

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Marriage – Your Personal Merger

Join us today with President & WealthCoach™ Laura Chiesman, as she dives into “Marriage, Your personal merger” which promises to empower, educate, and entertain as we navigate the intricate currents of the financial world.  https://firstwavefinancial.podbean.com/e/first-waves-podcast-marriage-your-personal-merger/

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