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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Fort Myers. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Fort Myers

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Fort Myers, Florida
Financial Advisor Office Location Phone Number
Paul Savona
Savona Financial & Insurance Agency
Serving Fort Myers-Cape Coral,
Cape Coral, FL  33914
(860) 388-9560
Samuel Dedio
Patrumin Investors
3811 Airport Road North Suite 201A,
Naples, FL  34110
(973) 767-8337
Jason Kohut
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL  34103
(239) 302-1715
Don Williams
Edelman Financial Engines, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
(941) 360-2727

Information on Qualified Financial Advisors in Fort Myers

Qualifications CRD# 1079940
Series 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location Serving Fort Myers-Cape Coral,
Cape Coral,
FL 
33914
Phone Number (860) 3889560

Paul began his career working for a "Big Eight" accounting firm, he was then recruited by a large insurance company where he was quickly promoted to Major Market Manager. Paul spent 35 years in the insurance industry building strong relationships with his clients managing over seventy advisors and employees, providing cost effective solutions for businesses and individuals. In 2005, Paul retired and soon after launched his own firm, Savona Financial & Insurance Agency. Paul continues to pride his career on his client relations and is dedicated to keeping Savona Financial & Insurance small enough to provide a one on one relationship with each client. Paul is a graduate of Bentley College where he earned his degree in Accounting and Finance.

About Savona Financial & Insurance Agency

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What's the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.



Qualifications CRD# 2648450
FirmCRD# 170454
Series 63

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 3811 Airport Road North Suite 201A,
Naples,
FL 
34110
Phone Number (973) 7678337

Founder, Managing Partner and Chief Investment Officer, Patrumin Investors, LLC, 2012-Present Lead Portfolio Manager, Head of US Equities, Artio Global Management, 2006-2012 Managing Director, Lead Portfolio Manager and Head of US Equities, Deutsche Asset Management, 1999-2006 Senior Industry Analyst, Ernst & Young, LLP, 1997-1999 Equity Analyst, Evergreen Asset Management, 1994-1997 Equity Analyst, Standard & Poor's Corp., 1991-1994 MS, Accounting, American University, Kogod School of Business BA, Business Administration, William Paterson University

About Patrumin Investors

Patrumin Investors, was founded in 2012 by Samuel Dedio. The firm was formed then to ensure a continuation of four successful U.S. Equity Strategies that he managed for New York-based Artio Global Investors since 2006. What distinguishes Patrumin from nearly all competitors is the company specializes and focuses on one thing only: constructing and managing investment portfolios. The firm does NOT sell insurance, annuities, nor is it a paid distributor of mutual funds, like most advisors. Patrumin simply takes an advisory fee of 1.00%-to-1.50% and constructs investment portfolios of individual securities, also know as separately manged accounts (SMAs). The firm does NOT utilize mutual funds unless requested by clients. The ONLY fees Patrumin earns are transparent client advisory fees. Mr. Dedio specializes in analyzing companies and constructing investment portfolios for individuals, retirement plans and institutions. He has over 25 years of Wall Street experience analyzing and successfully managing sizable assets in New York City for leading firms, including: Standard & Poor's, Evergreen Investors, Bankers Trust, Deutsche Bank and Bank Julius Baer. Prior to starting Patrumin in 2012, Mr. Dedio served as Head of U.S. Equities for Bank Julius Baer and Managing Director & Head of U.S. Equities for Deutsche Asset Management. In addition to managing SMAs of qualified retirement and non-retirement investment accounts, Patrumin also provides UMA and sub-advisory account management services.



Qualifications CRD# 4007586
FirmCRD# 105310
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 4851 Tamiami Trail North, Suite 200,
Naples,
FL 
34103
Phone Number (239) 3021715

As Managing Director at Signet Financial Management of SWFL, I strive every day to help my clients pursue their financial goals. I am committed to helping make a difference in the financial futures of the individuals, families, and business owners that I have the opportunity to work with. By taking the time to get to know my clients and understanding what matters the most to them, we are able to work together to create goal-based plans designed around their unique needs. If you have questions about potential investment solutions for retirement, providing for your childrens or grandchildrens education, or legacy planning, I welcome the opportunity to see how I might be able to help. Please call us at: 239-302-1715

About Signet Financial Management, LLC

Signet Financial Management was established in 1988. We have a local Naples Florida presence, and a team of driven professionals including Chartered Financial Analyst's (CFA) and Certified Financial Planner's (CFP) with decades of experience. We believe each client deserves their own personal portfolio, custom tailored to their individual requirements. We accomplish this by developing genuine relationships to intimately understand your goals and needs. We custom design portfolios based upon each client's individual risk tolerance and income needs using our own proprietary management strategies. This means our clients own the individual stocks and bonds our research has identified. The result is, we believe, a lower cost, more tax-efficient portfolio. Furthermore, this promotes transparency for clients about every investment decision we make.



Qualifications CRD# 1950478
FirmCRD# 104510
Series 7, 8, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 
34240
Phone Number (941) 3602727

Joined Financial Engines in 2005. Began his career in the financial services industry in 1989. Successfully completed the Series 7, 8, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund Counselor? (CMFC®) and Chartered Retirement Planning Counselor (CRPC®) certification(s). Member of Brandon Chamber of Commerce. Married to Kristin. They have two children: Grant and Grace.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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