A non-profit Business Club
Based in Amelia Island, Florida

Interesting Speakers - Diverse Topics

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Interesting Speakers - Diverse Topics

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Jun 302015

Carlos Serrano, Vicky Beaudry, Mark Dennis & Pamela Brown Present to EABCThis meeting at the beautiful Oyster Bay Yacht Club provided ideas and good advice from the following panel;

  • Pamela Brown; Pam is Financial Advisor with Edward Jones and is focusing on a personal approach to investing and retirement planning for long term financial goals.
  • Mark Dennis; Mark is the President of A1A Wealth Management, an independent financial planning and small business consulting firm. He specializes i working with business owners to build and protect their wealth.
  • Carlos Serrano; Carlos is the SunTrust Branch Manager on Amelia; SunTrust Banks Inc. is one of the nations largest financial holding company and serves individual and business owners.
  • Vicki Beaudry; Vicki is Executive Vice President and Senior Lender to First Coast Community Bank. She is perhaps the leading expert in SBA lending in northeast Florida and is quite knowledgeable about the SBA’s export programs.

Overall the panel suggested that there are strong indications that things are getting better. They felt that if people/businesses are looking for loans they are out there. It is a good time to take advantage of these financial opportunities thanks to low interest rates and availability.

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