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Our Team of Trusted Financial Professionals

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Andrea Hall

Investment Advisor Representative, Client Relationship Manager, Fiduciary, IAR

Andrea is an Investment Advisor Representative and Fiduciary who supports Arbor Financial through client education, financial navigation, and suitable investment needs. She is passionate about helping retirees and soon-to-be retirees achieve their income goals. Her focus is on supporting and empowering women through finance. In her free time, she loves exploring life with her three amazing children, ages 14, 10, and 5.

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Olivia Broom

Marketing, Technology and Production Manager

Olivia coordinates and implements strategic marketing campaigns and events to educate and build partnerships between Arbor Financial of Florida, our nationwide clientele, as well as prospective clients.  She oversees the overall operations of video and webinar production and liaisons within the marketing partners and technology implementation efforts.  Outside of the office, Olivia enjoys boating, camping and traveling with her two children ages 22 and 12.

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Karolyn McDonald

Operations Manager, Fiduciary, IAR

Karolyn oversees transactions to effectively fulfill the Arbor Financial clients’ needs, and procures material, resources and securing compliance.  She takes charge of asset management as well as handles the development and coordination of operational office tasks here at Arbor Financial.  Karolyn spends her extra time outdoors, camping and kayaking with family and friends.

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Michael Ceccio

Client Services Representative, Fiduciary, IAR

Michael supports Arbor Financial through servicing clients, assisting in the financial planning process, and managing client data.  He is responsible for maintaining direct communication between Arbor Financial and its clients in all client communication expectations and all service-related matters. Michael likes to spend his free time relaxing with family and friends.

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Schedule a complimentary 15-minute call with one of our advisors.

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You can also call us directly at (321) 795-4799

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

A franchise of Retirement Income Source.

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6555 N Wickham Rd #101 Melbourne, FL 32940
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Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

Schedule a Call
You can also call us directly at (321) 795-4799