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Guy M
Series 66
Palm Coast, FL
Wealthcrest Financial Services, LLC
Guy Middleton is a financial advisor with Wealthcrest Financial Services, LLC, holding a Series 66 designation and 27 years of industry experience. He has been with Wealthcrest since 2014 and also affiliated with Cambridge Investment Research, Inc. since 2010. Outside of advisory work, he acts as an agent selling life, disability, and long-term care insurance products through various independent insurance companies. Wealthcrest Financial Services provides financial planning, consulting, and investment supervisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm offers comprehensive financial plans, ongoing portfolio management, and employer/employee benefit consulting, utilizing a combination of fundamental and technical analysis along with multiple investment platforms.
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