HomeMy WebLinkAbout2003 02 10 Other - Document was Handed out by Commissioner David W. Mcleod
Date: 021003
The following document was handed out on
2/10/03 by Commission David W. McLeod.
FEB-06T2003 10:56 AM WEALTH ADVISORS
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4258719952
P.01
Wealth Advisors, LLC
455 Douglas Ave, Suite #215526
Altamonte Springs, FL 32714-0908
(407) 786-4800
February 5, 2003
Mr. Dave McCloud
Air Pak, Inc.
2976 Forsyth Road
Winter Park, FL
FAX 407-679-5655
Dear Dave,
Thank you for the opportunity of speaking with you over the phone yesterday and I
am very interested in the Winter Springs Pension Board.
Attached is some additional information that may help you in a better understanding
of my background. My family and I moved to Winter Springs in July of 2002 and
are building a home in Parks tone and have a daughter who attends WSHigh School
and a daughter that attends Indian Trails Middle School and look forward to being
long term Winter Springs' residents.
With my extensive background in finance, investment and retirement planning along
with my ability to present complicated material into an easily understood and concise
format; I believe will prove to be a valuable addition to the Pension Board.
I look forward to speaking with you soon. . . .
S?~
Tim Pesut, CFP, CSA
(407) 786-4800 Otllce (425) 871-9552 EFax wel!!'h~~~m Email
Estate & Wealth Prutection, Retirement Plalullllg, CoUel:e Funding & Life Coaching
FEB-06~2003 10:57 AM WEALTH ADVISORS
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4258719952
P.02
Timothy S. Pesut
117 Courtney Springs Circle
Winter Springs, FL 32708
407/366-4111 RES
wealthdr@ceoexoress.com
CAREER BACKGROUND:
Wealth Advisors Altamonte Springs, FL 2000 - Present
Executive Vice-President
Instrumental in establishing an investment management, asset protection and retirement
management firm specializing in serving high net worth individuals and businesses. Firm is
expanding to service the college funding sector.
· Established a presence in the High net worth market
· Established an Advanced Asset Protection advisory service
· Created and Developed Retirement Planning and Pension advisory service
· Created and Developed a College Funding service
· Current funding exceeds $10 million in Charitable planning'
First Southeastern Securities Group. Inc., Sarasota, FL 1995 - 2000
Vice President and Branch Manager
Personal production as a financial consultant specializing in Estate Planning and added
responsibilities to turn branch office production around when approximately $1.5 million left the
firm to work at a competing firm.
· Generated Sales Revenues from $400,000 to $1 million in first year.
· Recruited 5 producing reps in 8 months
· Created and Developed an Advanced Estate Planning Group
· Re-positioned Ofiice from a stock trading office to 50% of revenues from fee-based
portfolio management, 30% Charitable Planning, 20% Equity trading
· Developed and Introduced Marketing program to increase Office market share in Estate &
Retirement Planning.
· Over $40 million in WeaIth Replacement Trusts.
Meridian & Associates. Inc.. Venice, FL 1992 - 1995
Vice Pr'esidentlFinancial Consultant
Personal production as a financial consultant specializing in estate planning and fee-based money
management.
· Developed and implemented an Estate Planning Group for the firm
· Created and Implemented a turnkey Estate Planning, Retirement Planning and Money
Management Seminar system firm wide
· $18 million placed in Charitable Planning.
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113:58 AM
WEALTH ADVISORS
4258719952
P.1Z13
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Prudential Securities. Venice, FL 1990 - 1992
Vice President/Portfolio Manager
Personal production as a portfolio manager focusing on fee based management for retirement
and estate planning accounts.
· Raised $1 million in fee-based money management assets in 9 months
· Placed $8 million in Charitable Gifting & Advanced Estate Planning
· Built and successfully operated a 5-person money management team from ground zero.
EDUCATION: American College, Bryn Marr, PA Present
Completing last remaining course for Chartered Life Underwriter(CLU)
designation
College for Financial Planning, Denver, CO 1990
Certified Financial Planner Program
Institute of Business & Finance. La Jolla, CA 1990
Certified Funds Specialist Program
Purdue University. W. Lafayette, IN 1985
Bachelor of Science Degree: Electrical Engineering Technology
Associate of Science Degree: Supervision
CERTIFICATIONS: Certified Senior Advisor
Certified in Neuro-Associative Conditioning
Certified Financial Planner
Certified Mutual Funds Specialist
2000
1992
1990
1990
LICENSES: Series 7 General Securities Agent
Series 24 General Securities Principal
Series 65 Registered Investment Advisor
Life, Health, Variable Annuity - Florida, Illinois
RECOGNITIONS
Million Dollar Roundtable Qualifier
h1temational Convention Chairman, Toastmasters International
Excellence in Leadership, Distinguished District Toastmasters International
Excellence in Education and Training A ward, Toastmasters International
Board of Directors, Junior Achievement Sarasota County
COMMUNITY
2001-2003
2000
1999
1998
1997 - 2000
Past Board Member Sarasota County Junior Achievement
SunCoast Youth Basketball League Coach
Chalier Member Anthony Robbins Foundation