thomas.fleishel@raymondjames.com
386-738-1800, Ext. 304

Tom Fleishel is a principal and founding member of Fleishel Financial Associates, Inc. Using a distinctive process called The Strategic Wealth Solution, his firm specializes in a comprehensive team approach to wealth management. Tom has over 20 years experience of working mostly with professionals, retirees and owners of closely held businesses providing wealth accumulation, preservation and distribution strategies. He earned a bachelor's degree from the University of Georgia, an MBA from Stetson University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

His firm, Fleishel Financial Associates has received recognition in such publications as the "Daytona Beach News Journal" and the "Orlando Sentinel" where he has been featured numerous times in the Financial Planning Association's "Ask the Expert" section of their paper.

Tom is a member of the Financial Planning Association (FPA) of Central Florida and currently serves as the President of the Athens & Sands Theater Board, past President of the Boys and Girls Club of Volusia and Flagler Counties and is a member of the Deland Rotary Club and Christ Community Church. He and his wife, Becky, have three children, two of whom are adopted from Russia. Tom enjoys spending time with his family, fishing, hunting and civil war history.

 

Associate Planner
stephen.gunter@raymondjames.com
386-738-1800, Ext. 302

As an Associate Planner, Stephen supports our client service team, assisting with investment research, portfolio management and financial planning analysis.

Before starting in January 2012 with our firm, Stephen earned his bachelor’s degree in Economics from Samford University in 2008 and a Master’s degree in Family Financial Planning from The University of Georgia in 2011. While at UGA, he was busy teaching, researching, writing, or studying and volunteering at the ASPIRE clinic on campus which helps address the personal, relational, and financial needs of those in the community. He also has 10 years combined four and five star customer service experience.

Stephen is also a member of the Financial Planning Association (FPA) and the Financial Therapy Association (FTA).

When not at work, you will find Stephen and his wife Mattie walking/hiking, kayaking, playing tennis, golfing, or exploring new places. They also enjoy time with their basset hound, Daphne. He is also an avid sports fan and lover of music. From August through February you will find him cheering on his Georgia Bulldogs and Pittsburgh Steelers.

 

Cynthia.Rabey@raymondjames.com
386-738-1800, Ext. 301

Cyndi Rabey is our Executive Assistant. Her responsibilities include coordinating client appointments and communications and providing administrative support to our team. She is also responsible for client account administration and general client-service related activities. Cyndi joined our firm in August of 2007. She has over twenty-two years of professional administrative experience with the US Department of Agriculture, Farm Service Agency, as well as experience as a crop insurance agent, life and health agent and in human resources.

She enjoys spending time with her son Duncan, her pets Fidget and Mocha, cooking, gardening and photography.


 

mary.leone@raymondjames.com
386-738-1800, Ext. 306

Mary Leone is our Key Client Relationship Manager. She ensures that our clients receive a level of service that is second to none. With more than 30 years of experience in the financial services field, Mary joined the firm in October of 1996.

Mary and her husband David have a daughter, Katie and sons Nick & John. In her spare time, Mary enjoys spending time with her family.

   
Fleishel Financial is an Independent Registered Investment Advisor.

  As an independent registered investment advisor, Fleishel Financial is able to offer independent advice and investments based what is truly best for the client. Our independence means that we do not push any proprietary products. Also, being independent allows us to use non-proprietary products, which may be more appropriate for our clients.
Fleishel Financial - Code of Ethics

  Our firm understands the importance of TRUST and INTEGRITY in our client relationships. We have established a Code of Ethics to assure our clients that we always place their interests first.
Fleishel Financial - Our Certifications
  The CERTIFIED FINANCIAL PLANNER™ referred to as a CFP® is the leading professional designation that ensures your financial planner's qualifications.
About Raymond James Financial Services
  Raymond James Financial Services, Inc. member FINRA/SIPC is our Broker/Dealer through which we consummate security transactions. They work with over 1400 independent offices throughout the country. We have access to all of the resources of Raymond James and Associates, Inc. which is an subsidiary of Raymond James Financial, Inc. a publicly traded company on the New York Stock Exchange (RJF).
Our clients enjoy all of the benefits of being associated with a large securities firm, and have the added advantages of our independence.