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Lea Marie M
Series 65
Sarasota, FL
Wealth Enhancement Advisory Services, LLC
Lea Marie Mattia is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealth Enhancement Group, the University of Florida, JPAN Sushi & Grill, and Pine View School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and follows a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.
Laura M
CFP®, Series 63, Series 66
Sarasota, FL
Wealth Enhancement Advisory Services, LLC
Laura Mattia is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Atlas Fiduciary Financial, Stonegate Wealth Management, and Cumberland Advisors. She participates in women's financial empowerment through workshops and a podcast focused on helping women harness the power of money. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.
Alison H
CFP®, Series 65
Sarasota, FL
Wealth Enhancement Advisory Services, LLC
Alison Hall is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial, LLC and Stonegate Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.
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