Our Team

Our Team of Trusted Financial Professionals

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Andrea Hall

Investment Advisor Representative Client Relationship Manager, Fiduciary

Andrea supports Arbor Financial through servicing clients, assisting in the financial planning process, and managing client data.  She is responsible for maintaining direct communication between Arbor Financial and its clients in all client communication expectations and all service-related matters.  In her spare time, Andrea is a loving mother to 3 incredible children, ages 12, 9 and 4.

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Olivia Broom

Marketing, Technology and Production Manager, Fiduciary

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

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

Get Your Retirement Planning Questions Answered

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

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.

Copyright © 2022 Arbor Financial Services of Florida. All Rights Reserved. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida and Sound Income Strategies, LLC are not associated entities. Arbor Financial Services of Florida is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.

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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.