Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Military Financial Advisor
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies

Awards & recognition

  • Leasha Flammio-Watson, Ameriprise Circle of Success, 2018-2020
  • Leasha Flammio-Watson, Ameriprise Client Experience Award, 2020

Community participation

  • Scott Center for Autism
  • Brevard Zoo
  • Health First Foundation
  • Candlelighters of Brevard
  • Citizen of the Year finalist , Florida Today 2016
  • Women's Advisor Retreat, Speaker, Upper Midwest 2015
  • Women's Advisor Retreat, Speaker, Chicago 2014
  • Women's Advisor Forum, Keynote Speaker, New York 2014
  • Women’s Advisor Forum, Keynote Speaker, Chicago 2014
  • Wealth Management Conference, Panelist, California 2014

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