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Gregory P
CFP®, Series 63
Sarasota, FL
Ranch Capital Advisors Inc.
Gregory Pacitti is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding the CFP® designation with 26 years of industry experience. His career includes roles at APW Capital, Inc., Skybox Financial Group, Inc., and Truvestments Capital LLC. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million with a team of seven advisors, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service focused on budgeting and cash flow.
Ryan M
CFP®, Series 66
Sarasota, FL
Ranch Capital Advisors Inc.
Ryan McMahon is a CFP® with four years of industry experience, currently serving at Ranch Capital Advisors Inc. in Sarasota, FL. He previously worked at Lincoln Investment and Shepherd Financial. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service.
Elissa L
CFP®, Series 63, Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Elissa Lovell is a CFP® with 16 years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. in Sarasota, FL. Her career includes roles at Private Vista, LLC and Truvestments Capital LLC prior to joining Ranch Capital Advisors. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering customized portfolios, discretionary and non-discretionary management, comprehensive financial planning, and subscription-based financial coaching.
Susanna W
Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Susanna Walsh is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding a Series 65 designation and four years of industry experience. She has been with Ranch Capital Advisors and its predecessor entities since 2019. Prior to her advisory career, she spent seven years as a stay-at-home mom. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships with a seven-advisor team, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching.
Payton M
Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Payton Moyer is a financial advisor at Ranch Capital Advisors Inc. with a Series 65 designation and one year of industry experience. Prior to joining Ranch Capital Advisors, he held positions at Transflo, Deloitte LLP, Harvest Bexley LLC, and Crowe LLP. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $385.5 million across 425 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and subscription-based financial coaching, using customized portfolios and a range of investment strategies including options and derivatives.
Bradley T
Series 63, Series 65
Sarasota, FL
Ranch Capital Advisors Inc.
Bradley Tremitiere is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Ranch Capital Advisors since 2019 and previously spent 20 years at Wellington Shields & Co., LLC. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching services.
Abigail S
CFP®, Series 63, Series 65
Babson Park, FL
Ranch Capital Advisors Inc.
Abigail Skipper is a CFP® professional with six years of industry experience, currently serving at Ranch Capital Advisors Inc. since 2019. Her prior roles include positions at Seedway and Geneva Financial as well as managing Skipper Grassing, Inc. for 17 years. Outside of financial advising, she owns and manages Grand Central Stables, a horse boarding business in Babson Park, FL. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $385.5 million across about 425 client relationships. The firm provides portfolio management, comprehensive financial planning, and subscription-based financial coaching, utilizing model portfolios, derivatives strategies, and customized approaches based on client objectives and risk tolerance.
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