Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Bradenton, FL 34205
Merrill
Institution
Edward Luecke is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in areas including Corporate Executive Services, Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Retirement Income. His approach centers on helping families identify and achieve their financial goals by asking insightful questions that clients may not have considered, fostering financial well-being regardless of market conditions.
Ed began his career as a financial advisor, where he built a reputation for delivering tailored strategies, nurturing client relationships, and mentoring other advisors. He later transitioned into leadership roles, managing and guiding high-performing advisors and teams, gaining valuable insights into the broader financial landscape. This experience enhanced his professional expertise and reinforced his commitment to direct client engagement. Currently, he applies his industry knowledge and leadership background to provide clients with personalized advice and service.
He holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Ed’s personal interests include antiquing, cooking, fishing, painting, scuba diving, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Bradenton, FL 1401 Manatee Ave W
1401 Manatee Ave W
Bradenton FL 34205
Advisors at this office
27
Connecticut · District of Columbia · Florida · Maryland · Ohio · Texas · Virginia
28 years of industry experience
Bank of America, N.A.
2025 - Present • 1 year
Bradenton, FL
Merrill
2006 - Present • 20 years
Bradenton, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Verified by Warmer
CFP®, Series 63, Series 65
Lakewood Ranch, FL
Reik Wealth Management, Inc.
Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.
Verified by Warmer
CFP®, Series 63, Series 66, Series 65
Sarasota, FL
Cambria Wealth Management
Roman Spear is a CFP® professional with four years of industry experience, currently serving as an advisor at Cambria Wealth Management. His prior roles include positions at Charles Schwab & Co., Inc., Equitable Advisors, and AXA Advisors, LLC. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis with an emphasis on risk management and opportunistic tax strategies.
Verified by Warmer
Series 63, Series 65, Series 7
Sarasota, FL
Walsh & Associates, LLC
Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.
ChFC®, Series 66
Sarasota, FL
Greater Financial
Carolina Martinez is a Chartered Financial Consultant (ChFC®) with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she founded after prior roles at firms including Bison Wealth, LLC and The Pacific Financial Group. Carolina also operates John 15:13 LLC, which offers financial coaching under the name Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth clients, trusts, and business entities without requiring a minimum account size. The firm combines collaborative financial planning with discretionary portfolio management and offers educational programs such as digital courses and group coaching alongside fixed upfront and recurring fees.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Robert Lee is a financial advisor at Retirement Money Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LLC and Girard Securities, Inc. Lee is also involved in insurance sales through his ownership of Lee Financial of Sarasota, Inc. Retirement Money Management provides lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients. The firm combines a global macroeconomic asset-allocation framework with fundamental and technical analysis, managing most assets nondiscretionarily and offering additional services such as consulting and insurance-related advice.
Series 65
Sarasota, FL
Campbell Wealth Advisors, LLC
Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.
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