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About Fleishel Financial Associates
Thomas B. Fleishel, MBA, CFP®
thomas.fleishel@raymondjames.com 386-738-1800, Ext. 304 
Tom Fleishel is a principal and founding member of Fleishel Financial Associates, Inc. He specializes in comprehensive financial planning and investment management consulting with the goal of wealth accumulation, preservation and distribution for professionals, retirees and owners of closely held businesses. Tom has more than 19 years of financial planning and investment consulting experience.Tom's unique expertise in Values-Based Financial Planning™ has been featured in such publications as the "Daytona Beach News Journal" and the "Orlando Sentinel." He earned a bachelor's degree from the University of Georgia, an MBA from Stetson University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Tom is a member of the Financial Planning Association (FPA) of Central Florida and currently serves as the Chairman of the City of Deland General Employee Pension Board, the President Elect 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. Tim Foli, Financial Analyst
tim.foli@raymondjames.com 386-738-1800, Ext. 302 Tim has worked in the financial services industry for over 4 years, previously with Morgan Stanley and Banc of America Investment Services. His current role as a Financial Analyst involves preparing portfolio review reports for client meetings, assisting Tom in analyzing and modifying investments and allocations, and researching mutual funds and money managers. He also performs account maintenance activities such as rebalancing accounts, placing trades, and monitoring cash flows. Tim graduated with a BS in Finance from the University of South Florida in 2002 and received his Certificate in Financial Planning from Florida State University in 2007. He plans to sit for the CFP® exam in November. Tim currently lives in Ormond Beach, FL with his wife, Kristen and son, Caden. In his spare time he enjoys spending time with family, playing tennis and golf, watching movies, and reading. Cyndi Rabey
cynthia.rabey@raymondjames.com 386-738-1800, Ext. 301 
Cyndi Rabey is our Director of First Impressions. 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
mary.leone@raymondjames.com 386-738-1800, Ext. 306 
Mary Leone is our operations manager and Fleishel's compliance officer. She manages the operations of the firm, implementing process improvements and ensuring that our clients receive a level of service that is second to none. As Fleishel's compliance officer, she is also responsible for ensuring our firm adheres to the regulatory requirements mandated by the various agencies. 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 attending sporting events, boating, and attending Jazz concerts. Fleishel Financial is a Registered Investment Advisor.
As a 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.Association with Raymond James Financial
Raymond James Financial Services, Inc. member FINRA/SIPC is our Broker/Dealer through which we consummate security transactions. They work with over 2000 independent offices throughout the country. We have access to all of the resources of Raymond James and Associates, Inc. which is an affiliate of Raymond James Financial, Inc. a publicly traded company on the New York Stock Exchange (RJF).
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Fleishel Financial Associates is a Registered Investment Advisor.
This site is published for residents of the United States only. Raymond Jamesâ„¢ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond Jamesâ„¢ office for information and availability.
This site is published for residents of the United States only. Raymond Jamesâ„¢ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond Jamesâ„¢ office for information and availability.
