With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales […]
Charles first ventured into the Financial Services industry in 1997 when he worked as a Financial Advisor for Dean Witter. Charles enjoyed almost two decades of success on the retail side of the business with Dean Witter, as well as a few other firms, even while he transitioned to Compliance in 2010. Charles’ years of
Eric Beyrich joined Sound Income Strategies as an Equity Portfolio Manager in 2020. Prior to joining SIS, Eric spent over 30 years as a fundamental value investor: 17 as an Analyst, 11 as a Portfolio Manager, and 3 as a Corporate Strategist. During that span, he was also a partner and Head of Marketing at
Eric began his career trading equity options on the floor of the Chicago Board Options Exchange in 1997 where he learned the power and protective attributes of derivative instruments. Shortly after leaving the Chicago trading pits for a trading floor at Conseco Capital, Eric worked with fixed-income veterans managing over $35 billion on behalf of
As Chief Operating Officer for Sound Income Strategies, LLC and Chief Technology Officer for Advisor Academy Holdings, LLC, Rana Chander is responsible for the corporate strategy, information technology roadmap, operations, trading, eBusiness, risk management, communications, customer care, and cloud platform engineering. Rana joined the firm in 2022 as part of the senior leadership team. His
David J. Scranton CFA®, CFP®, ChFC, CLU, is an Amazon Bestselling Author, nationally recognized money manager, and founder of Sound Income Group, Sound Income Strategies, Retirement Income Source, and Advisors’ Academy. David is on a mission to reach 7 out of 10 Baby Boomers with the important message: When it comes to planning and saving
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.
https://www.sec.gov
Broker Check: https://adviserinfo.sec.gov
Schedule a complimentary 15-minute call with one of our advisors.
