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Melbourne • Vero Beach • Stuart
               
321-837-0741

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Team

 
At IMS Partners Inc., Julie’s expertise is in Retirement Management. As a financial advisor, Julie specializes in the needs of retirees and pre-retirees. She has worked for over 20 years helping retirees maintain and improve their...

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Paul’s expertise is in Retirement Management which includes safe investing, generating income, and most importantly protecting his clients’ money. Paul works with numerous attorneys who deal with all forms of Financial Management,...

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Thomas W. Markosky

Portfolio Manager, Investment Management Services

321-837-0741

Tom has been in the financial consulting industry for over 40 years and has been a money manager for 30 years. Tom’s primary investment focus is preserving the portfolios of clients through income investments. The objective of the...

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Chester works closely with our clients and is knowledgeable of all aspects of our business. Chester works with Paul on the development of new clients, prepares client presentation materials, assists Carol and Tom with our portfolio...

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Carol works closely with our clients and is knowledgeable of all aspects of our business. She meets with and assists clients, develops client presentation materials, and works closely with Tom on the portfolio accounts. Most recently...

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Stephanie McCarthy is a Florida State licensed agent and over the last 15 years has built a successful career in the Insurance Industry, focusing on the Senior Market. She is skilled in every aspect of the business from Marketing to...

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Westin Flower

Systems Support Specialist

321-837-0741

Westin is our systems support guru who manages and troubleshoots our website, network, computers, phone system, and “all things technical”! Westin is a student at Stetson University. Through the wonders of modern technology, he is...

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Melissa is an expert at processing our annuity applications and works closely with our insurance companies to ensure new policies are set up efficiently and correctly and that transfers move smoothly and quickly. She communicates...

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Lisa is the friendly, loveable, helpful assistant who answers the phone when they call IMS Partners. Lisa also greets our clients and provides a variety of administrative services to help make our office run smoothly and efficiently....

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Christopher is a young, motivated professional with great experience in the Senior Market. His care for clients resonates superbly and is magnified by unshakable ethical standards. At IMS Partners, he utilizes a diverse skill set to...

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