Top general estate planning guidance financial advisors in Punta Gorda, FL

Thaddeus Obecny is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. He is also a partner in a notary public service and serves as an executor of an estate, overseeing its operations. Additionally, he assists with financial management for his son's professional golf business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Joshua Howell is a CFP® professional with 30 years of industry experience. He currently works at Prospera Financial Services, Inc., joining the firm in 2023. Prior to that, Howell spent nine years with Wells Fargo Advisors and six years with Wells Fargo Clearing, following a decade at A. G. Edwards & Sons, Inc. He also owns and operates Howell Wealth Management, LLC in Punta Gorda, FL. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, providing financial planning, portfolio management, and access to multiple advisory platforms.

Todd Priest is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Punta Gorda, FL. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jeffrey Leedy serves as the Senior Resident Director for Merrill Lynch Wealth Management in Punta Gorda. He is a founding partner of Aber & Leedy Wealth Management and has been with Merrill Lynch since 1999, holding the Resident Director position since 2008. In this role, he leads a team that assists clients with their ongoing financial needs, focusing on personalized financial strategies. With decades of experience, Jeffrey specializes in retirement planning, high-net-worth guidance, residential lending, and collateralized lending services. He works closely with high-net-worth individuals, as well as small to medium-sized nonprofit organizations and family businesses. Jeffrey holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 7, 63, 65, 9, 10, and 31. He also holds Florida Life, Health, and Annuity licenses. Jeffrey received his High School Diploma from Clearfork High School. Outside of his professional life, he enjoys fishing, hunting, woodworking, and spending time with his family. He has served as a board member of the Charlotte County Chapter of the American Cancer Society. Jeffrey is married to his wife Angela and together they have five children and twelve grandchildren.

Timothy Meyer is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the financial services industry and is based in Punta Gorda, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.