407.599.9100 or 800.599.0338
Education
Hartwick College—Oneonta, NY
Bachelor of Arts in Business Management
College for Financial Planning
University of Central Florida—Orlando, FL
CFP Board Designation—Washington, DC
Industry Licenses
FINRA Series 7, 31, 63, and 65 Securities Registrations
Florida Life and Annuity License
Professional designations
CFP®CERTIFIED FINANCIAL PLANNER™ professional
ECA®Equity Compensation Associate
Kirk Tassell is the Managing Principal and co-founder of Breed's Hill Wealth Management, based in Winter Park, Florida. With over 25 years of experience in financial advising and a CERTIFIED FINANCIAL PLANNER® professional since 2003, Kirk offers expertise in investment, retirement income, estate planning, and overall wealth management. He serves a diverse clientele across the United States, providing tailored financial strategies that integrate all aspects of his clients’ financial lives.
Kirk’s specialization includes Equity Compensation planning, where he holds the Equity Compensation Associate (ECA) designation. He assists clients in navigating and optimizing their equity-based compensation, such as stock options, restricted stock units, and employee stock purchase plans. His comprehensive approach includes reviewing plan documents, assessing holdings, educating on market versus tax risks, and developing strategic plans.
Kirk's career began in 1997 at Dean Witter Reynolds, Inc. (now Morgan Stanley) in New York, where he received his initial training. He subsequently held investment advising roles at TD Waterhouse/TD Ameritrade in Orlando. He also collaborated with a municipal bond trading desk and helped establish a retail branch in Florida.
Originally from the Boston area, Kirk has called Winter Park home for the past 20 years. He and his wife, Debbie, welcomed their son, Matthew, in 2016. Outside of work, Kirk enjoys skiing, surfing, cycling, and traveling.