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Samson S

Series 65

Winter Park, FL

Financial Harvest Wealth Advisors

Samson Streachek is a financial advisor at Financial Harvest Wealth Advisors in Winter Park, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Financial Harvest, Samson worked at Universal Destinations & Experiences and has experience in consulting and other industries. Financial Harvest Wealth Advisors serves individuals and families across a broad range of wealth levels, managing approximately $557 million in client assets with a team of six advisors. The firm provides comprehensive wealth management services grounded in a consultative process and emphasizes strategic asset allocation using various investment vehicles.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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Nancy W

Series 65

Winter Park, FL

Financial Harvest Wealth Advisors

Nancy Witter is a financial advisor at Financial Harvest Wealth Advisors with 24 years of industry experience. She holds a Series 65 designation and has been with Financial Harvest, LLC since 2009. Outside of her advisory role, she co-manages a non-investment property management business with a family member. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, offering comprehensive wealth management through a consultative process focused on strategic asset allocation and advanced planning.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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Danica B

Series 63, Series 65

Winter Park, FL

Financial Harvest Wealth Advisors

Danica Bolton is a financial advisor at Financial Harvest Wealth Advisors with eight years of industry experience. She holds Series 63 and Series 65 registrations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining Financial Harvest in 2019. Financial Harvest Wealth Advisors serves individuals and families across a range of net worth levels, managing approximately $557 million in client assets. The firm provides comprehensive wealth management services through a multi-step consultative process emphasizing strategic asset allocation and a disciplined investment approach.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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David W

CFP®, Series 66

Winter Park, FL

Financial Harvest Wealth Advisors

David Witter is a CFP® with 23 years of industry experience and has been with Financial Harvest Wealth Advisors since 2005. He is licensed as an independent insurance agent, selling life, health, and annuity insurance products alongside his advisory role. Financial Harvest Wealth Advisors serves individual and high-net-worth clients, offering wealth management through discretionary portfolio management, financial planning, and advanced planning services. The firm follows a structured, consultative process and emphasizes modern portfolio theory, utilizing mutual funds, unit investment trusts, fixed income, ETFs, and private offerings in portfolio construction.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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Nicole H

Series 65, Series 66

Winter Park, FL

Financial Harvest Wealth Advisors

Nicole Halweg is a financial advisor with Financial Harvest Wealth Advisors in Winter Park, FL, holding Series 65 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Grace Church Orlando and StudioBuell. Financial Harvest Wealth Advisors manages approximately $557 million in client assets for a diverse client base, offering comprehensive wealth management through a consultative process that integrates investment consulting, advanced planning, and relationship management. The firm emphasizes strategic asset allocation based on modern portfolio theory and multifactor analysis.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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Kellen W

CFP®, Series 66

Winter Park, FL

Financial Harvest Wealth Advisors

Kellen Williams is a CFP® with nine years of industry experience. He has been with Financial Harvest Wealth Advisors since 2018 and previously worked at Charles Schwab & Co., Inc. from 2016 to 2018. Outside of advising, he has contracted as a model with Bailey's Entertainment Group since 2019, dedicating a small portion of his time to this activity. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels with comprehensive wealth management services. The firm employs a consultative wealth management process and emphasizes strategic asset allocation based on modern portfolio theory, managing approximately $557 million in client assets through a team of six advisors.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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Grady W

Series 65

Winter Park, FL

Financial Harvest Wealth Advisors

Grady Windham is a Series 65-credentialed advisor at Financial Harvest Wealth Advisors with one year of industry experience. His prior work includes roles at The Bank of New York Mellon, the Naval Air Warfare Center Training Systems Division, and four years with 4 Rivers Smokehouse, LLC. Financial Harvest Wealth Advisors serves individuals and families across a range of wealth levels, managing approximately $557 million in client assets. The firm offers comprehensive wealth management through a multi-step consultative process, emphasizing strategic asset allocation and disciplined investment implementation.

General estate planning guidance Charitable giving & philanthropy Wealth management Tax strategies for small businesses Retirement income strategy Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement
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