Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Whether your next life event is getting narried, having children, relocating for a job or retireing early, we will help you make educated financial decisions based on your prioirities.

Susan M. Morse

Senior Vice President - Wealth Management
321-722-5426

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Susan brings over 30 years of career experience in the financial services industry, working for the industry's leading firms and weathering numerous challenging market cycles. She is an ardent and outspoken supporter of the free market and steadfastly believes in the resilience of American entrepreneurship. She has structured her entire practice around one simple, but critical philosophical tenet: The client always comes first.

While overcoming the challenges of building a business as a young, single mother, she went on to build a very successful practice in Brevard County and went on to achieve the title of Senior Vice President - Wealth Management and Wealth Advisor. In addition, she and her husband Don own and operate SBS Precision Metal, a growing local employer and 2013 recipient of Lockheed Martin’s Outstanding Supplier Award.

Building upon her strong faith, Susan is a proud supporter of various charities and community institutions such as the Jess Parrish Medical Center, American Cancer Society, Florida Institute of Technology, and the Brevard Symphony Orchestra, among others. She is also an active member and supporter of Georgianna United Methodist Church.

Susan enjoys traveling the world, fine wine, and catching up with friends and family. She is particularly fond of London, but also enjoys visiting her summer home where she grew up in Erie, Pennsylvania.


Registered States:
CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY


Melvyn John "Mel" Michalewich

First Vice President - Wealth Management
Senior Portfolio Manager
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772-234-7014

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Registered States:
CA, CO, CT, FL, GA, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, PA, RI, TX, UT, VA, WI, WY


Daniel "Dan" Levy

Financial Advisor
321-722-5427

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Dan joined the Indian River Wealth Management Team in 2018 after spending five years developing and managing investment advisory programs for two of the largest wealth management firms in the U.S.  He most recently spent three years as a program manager with the UBS Institutional Consulting Group in Weehawken, New Jersey, where he worked with over 100 institutional consultants with over $85 billion in assets under management.  He holds an MBA from the New York University Leonard N. Stern School of Business and a BS in Systems Engineering from the United States Naval Academy.

Prior to entering finance, Dan spent 11 years in the U.S. Navy as a Naval Flight Officer on the EP-3 Aries II and P-3 Orion aircraft.  He flew combat missions in Iraq and Afghanistan and peacetime missions in Asia. During his shore duty, he served as an acquisition professional leading the Navy’s developmental testing of a $150 million multi-service data link control system.

Dan adds value by implementing an institutional, long-term investing approach to wealth management clients while helping them confidently pursue their life's goals.

Dan enjoys spending time with his wife Brittany and two-year old daughter, mentoring veterans, and working on home improvements. Dan met Brittany—a native of Indialantic—while stationed at NAS Jacksonville.

 


Registered States:
AL, CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY


Maria A. Reza

Wealth Management Associate
321-722-5406

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Maria brings her 15 years of experience to us all the way from El Paso Texas where she graduated from the University of Texas at El Paso. As a Wealth Management Associate, she assists clients in various capacities including portfolio reporting, monitoring financial plans, account maintenance, trading support , and disbursements. She is FINRA Series 7, 66, and Life, Health, & Variable Annuities licensed.

Maria resides in Viera, FL, with her husband Adrian and their six year old daughter Regina. Maria is fluent in Spanish and English.


Registered States:
FL


Jane B. Baxter

Client Service Associate
321-722-5428

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