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William R

Series 66

Vero Beach, FL

Formidable Asset management, LLC

William Romans is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for 24 years, followed by shorter tenures at Wedbush Securities and BRM Investment Management. Romans serves as an unpaid board member of the Vero Beach High School Baseball Booster organization. Formidable Asset Management is an SEC-registered, multi-advisor firm managing approximately $903 million. The firm provides portfolio management, financial planning, outsourced CIO, and pension consulting services to individuals, retirement plans, registered investment advisers, and pooled investment vehicles, frequently employing actively managed ETF strategies informed by top-down and bottom-up research.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael M

Series 66

Vero Beach, FL

Formidable Asset management, LLC

Michael Massey is a financial advisor at Formidable Asset Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates and Wedbush Securities. Outside of his advisory work, Massey is the founder and a coach for the Baseball Club of The Treasure Coast, a nonprofit organization serving youth baseball players. Formidable Asset Management is a multi-advisor firm managing approximately $903 million for individuals, retirement plans, and pooled investment vehicles. The firm employs a research-driven approach combining thematic, fundamental, and quantitative analysis, and serves as an adviser and sponsor for multiple ETFs and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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