Heron Equity Management


Financial Services

About Us

Series 7
Series 66

Tax Advantaged Retirement Planning
Guaranteed Lifetime Income
Advisory Portfolios
Active Equities Strategies
Asset Preservation
Roth Conversion
Active Investment Management
Life Insurance Design
Long Term Care Strategies
Alternative Investments
Buy/Sell Agreements
Advanced Planning
Growth and Income Portfolios


  • Top Rated Advisory Equity strategies
  • Stocks and Bonds (Tax Free & Corp) Mutual Funds
  • 401K Rollovers and IRA Rollovers. Don't leave accounts unattended!
  • Tax Free Retirement Planning
  • Life Insurance and Long Term Care Insurance

Rep/Contact Info

Card image cap
Brian Spatola
Investment Advisor/ Insurance Agent
  • Phone: (321) 288-7363