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Qualifications of Financial Advisor in Lady Lake

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Financial Advisors in Lady Lake, Florida
Financial Advisor Office Location Phone Number
William Smathers,
Smathers Financial Group, Inc.
8564 East CR 466,
The Villages, FL  32162
(352) 561-3060
Richard Reyes, CFP,
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
Barry Cantrell II,
Financial Engines Advisors, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(813) 661-1717

Information on Qualified Financial Advisors in Lady Lake

Qualifications CRD# 2185120
FirmCRD# 130349
Series 4, 7, 24, 31, 63, 65 Registered Investment Advisor

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8564 East CR 466,
Suite 205,
The Villages,
FL 
32162
Phone Number (352) 5613060

William (Will) H. Smathers graduated at Florida State University in 1966. He enlisted in the Officer's Candidate Program in the Marine Corps at Quantico, Virginia and was commissioned a Second Lieutenant. While serving in Vietnam as Company Commander of A Company, First Shore Party Battalion in 1969, First Lieutenant Smathers was decorated with the Navy Commendation Medal with V for his meritorious service and actions under fire. He was given a field promotion to the rank of Captain. At wars end, he resigned his commission as a Major for a role in the private world. Mr. Smathers served on the Board of Directors for Waterman Hospital; was Lake County Coordinator for the Leukemia Society and served as master of ceremonies for two years; founded the Mount Dora Art Festival; and worked with the March of Dimes in preventing child birth defects. While at Dean Witter, Mr. Smathers received the National Sales Directors Award for finishing number one in his class; was voted Account Executive of the year in 1993; and was in the President's Club for six consecutive years.

About Smathers Financial Group, Inc.

Smathers Financial Group, Inc.(SFG) is a Independent Wealth Management Company that caters to a wide range of clients that are looking for advise on their investments and estate planning. The main office for SFG is located in The Villages in The Santa Fe Professional Building located at 8465 East CR 466, Suite 205, The Villages, FL 32162 SFG has other offices located in Tavares, Mount Dora, and Winter Park Florida



Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,
FL 
33607
Phone Number (813) 6611717

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Lady Lake, Florida
Rampersaud Wealth Management Oviedo, FL

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