Financial Advisor in Marco Island, Florida

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Qualifications of Financial Advisor in Marco Island

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Financial Advisors in Marco Island, Florida
Financial Advisor Office Location Phone Number
Jason Kohut
Signet Financial Management, LLC
4851 Tamiami Trail North, Suite 200,
Naples, FL  34103
(239) 302-1715
Joseph Brockman, CFP® MBA
Brockman Wealth & Capital LLC
999 Vanderbilt Beach Road,
Naples, FL  34108
(249) 449-9455
Samuel Dedio
Patrumin Investors
3811 Airport Road North Suite 201A,
Naples, FL  34110
(973) 767-8337

Information on Qualified Financial Advisors in Marco Island

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,
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# 2234536
FirmCRD# 39543
Series 7, 65

Office Location 999 Vanderbilt Beach Road,
Suite 200,
Phone Number (249) 4499455

Wilfred Joseph (Joe) Brockman. Jr. is a Certified Financial Planner(CFP©) certificant and a candidate for Chartered Financial Consultant (ChFC) Chartered Market Consultant (CMT) designations. With over 20 years direct industry experience, Joe holds an MBA from the Wharton School of the University of Pennsylvania and a BA from Indiana University

About Brockman Wealth & Capital LLC

We are an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Financial professionals choose to work with Cambridge as their independent broker-dealer so that they may offer their clients unbiased investment advice. Cambridge feels very strongly that a broker-dealer's values clearly drive the quality and service a financial professional receives and in turn delivers to their clients.

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,
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.

List of Additional Financial Advisors in or around Marco Island, Florida
Purshe Kaplan Sterling Investments Marco Island, FL
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