Financial Advocates of Central Florida


About Financial Advocates of Central Florida

Life gets more complicated every day.
We're here to help you simplify yours
.

A Unique and Professional Company

The company was founded in 1988 by Alice T. Clark and Debra G. Howard. They realized that many of the clients they met while working in the financial services industry were in need of assistance with their day-to-day affairs. When it proved difficult to find that help, they established Financial Advocates to meet those needs. As the senior population has grown, the company has expanded, adding offices and Advocates to serve the Central Florida area.

Bills

As advocates, we have a deep, abiding respect for our clients' confidentiality.


Our commitment is to provide you with complete, unbiased information. WE DO NOT SELL ANYTHING. We are your advocates.


Giving personal and financial assistance to your everyday life is what we do best.


We happily work in concert with the other professionals in your life, such as your banker, attorney, and accountant.


We are professionals who are qualified to act on your behalf as trustee or personal representative of your estate;


Whether it is a single consultation or a more comprehensive service, a custom designed program suiting your individual needs is our specialty.

Bonded and Insured for Your Protection


AFFILIATIONS

We are proud to be associated with the following organizations.

Dreggors, Rigsby & Teal, P.A.

Certified Financial Planners Board of Standards, Inc.

American Association of Daily Money Managers

Society of Certified Senior Advisors

DeLand Area
Chamber of Commerce

Ormond Beach Chamber of Commerce


We abide by the

CFP Board's
Standards of Professional Conduct

AADDM
Code of Ethics

and the AADMM
Standards of Practice



Meet Your Advocates
Financial Planner

Alice T. Clark, CFP™

Alice holds a Finance degree from the University of Central Florida. She is also a Certified Financial Planner. Prior to founding Financial Advocates in 1988, Alice was a stockbroker with Merrill Lynch, Pierce, Fenner, & Smith, Inc. In addition, she has several years of experience in areas of real estate, probate, and trust work.

Financial Services

Debra G. Howard

Debbie holds a Bachelor of Science degree in Business Administration from Western Carolina University in North Carolina. Debbie was manager of the Taxable Fixed Income Department with Dean Witter Reynolds, Inc., for the State of Florida, and moved into the position of stockbroker prior to joining Financial Advocates.

Certified Senior Advisor

Debra Hogan, CSA

Debbie is a Certified Senior Advisor®. She joined Financial Advocates in 2000, having worked previously in the accounting field.

Financial Services

Robert B. Chapman, III

A graduate of Florida Trust School at the University of South Florida, Robert has over twenty years experience in the financial profession. Prior to joining Financial Advocates, he was a trust administrator with SunTrust Banks for fifteen years.


© 2011 Financial Advocates of Central Florida, Inc.
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