Accurate Wealth Management, LLC

Maxwell Azzarelli is a financial advisor at Accurate Wealth Management, LLC, holding a Series 65 designation. He has been with the firm since 2025 and has no prior industry experience. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of instruments through both in-house management and third-party subadvisers.

Kenneth Mcguire is a financial advisor at Accurate Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including AAG Capital, Inc. and Strategic Tax Advisor Resources, Inc. Since 2005, he has owned McGuire Financial Services, Inc., where he is involved in insurance sales and client consulting. McGuire also serves on the finance committee of the Yarmouth Area Chamber of Commerce. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of instruments through both in-house management and third-party subadvisers.

Carolyn Howard is a CFP® professional with 32 years of experience in the financial services industry. She currently serves as an investment advisory representative at Accurate Wealth Management, LLC and has held roles at AAG Capital, Inc. and SeaCure Advisors LLC. Outside of her advisory work, she provides financial planning education to newly widowed individuals through Soaring Spirits International and serves on the board of directors for the Lexington Philharmonic Orchestra. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, and charities. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a wide range of investment instruments.

Meredith Freeman is a financial advisor with Accurate Wealth Management, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior roles include positions at Royal Alliance Associates, INC., Sii, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. She is also an owner and partner of MF Financial LLC. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm uses an individualized asset-allocation approach focused on value, safety, quality, and risk control, employing both in-house management and third-party subadvisers across a wide range of investment instruments.

Jonathan Howard is a CFP® with seven years of industry experience, currently serving as an Investment Advisor Representative at Accurate Wealth Management, LLC. Prior to joining Accurate Wealth Management, he worked at SeaCure Advisors LLC and has experience in the creative industry with roles at FrameStore VFX, Zoic Studios, and Deutsch. He also operates as an independent insurance agent outside of his investment advisory work. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of investment instruments through both in-house and third-party managers.

Brandon Cromer is a financial advisor at Accurate Wealth Management, LLC with 19 years of industry experience. His prior roles include positions at The Vanguard Group, Charles Schwab, M. S. HOWELLS & Co., and Ashton Thomas Private Wealth. He also manages portfolios and trades securities through Ashton Thomas Private Wealth, LLC. Accurate Wealth Management serves individual and high-net-worth investors, pension plans, charities, corporations, and other advisers. The firm employs an individualized asset-allocation strategy emphasizing value, safety, quality, and risk control, using both in-house management and third-party subadvisers across a broad range of investment instruments.

Elizabeth Bertelsen is a financial advisor with Accurate Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Intervest International Equities Corp and Global Financial Private Capital, LLC. Outside of advisory work, she is an artist who sells fused glass, paintings, and jewelry through various retail and online platforms. Accurate Wealth Management serves individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other advisers. The firm employs an individualized asset-allocation strategy focused on value, safety, quality, and risk control, utilizing a wide range of investment instruments and both in-house and third-party management to tailor portfolios to client objectives.

Daniel Markese is a CFP® with 10 years of industry experience, currently serving as an advisor at Accurate Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has been involved with Accurate Advisory Group since 2006. In addition to his advisory role, he is an insurance agent licensed to sell insurance products in Florida. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a broad range of investment instruments.

Ross Taylor is a financial advisor at Accurate Wealth Management, LLC in Sarasota, FL, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Bison Advisors, TruAdvice, LLC, Bertelsen Asset Management, Aviance Capital Management, and Global Financial Private Capital. Accurate Wealth Management serves a diverse client base including individual and high-net-worth investors, pension plans, charities, corporations, and other advisers. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a broad range of investment instruments.

Brian Greco is a CFP® professional with seven years of experience in financial advising. He is currently with Accurate Wealth Management, LLC and has prior experience at Raymond James Financial Inc and 22 Squared Inc. In addition to his advisory role, he is licensed as a life insurance agent. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, and charities. The firm emphasizes an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a broad range of investment instruments.

Maddison Long is a Series 65-licensed financial advisor at Accurate Wealth Management, LLC with one year of industry experience. Prior to joining Accurate Wealth Management, Long held positions at CHG Healthcare, ServiceMac, and Goldman Sachs. Outside of advising, Long owns and operates Organized Outcomes LLC, an insurance-related business focused on assisting agents and managing commissions. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation strategy emphasizing value, safety, quality, and risk control, utilizing both in-house management and third-party subadvisers across a broad range of investment instruments.

Patricia May is a financial advisor with Accurate Wealth Management, LLC, holding a Series 66 designation and bringing 24 years of industry experience. Her prior roles include nine years at Stifel Nicolaus & Company, Inc., followed by positions at Raymond James Financial Services. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, and charities. The firm employs an individualized asset-allocation strategy focused on value, safety, quality, and risk control, utilizing a broad range of investment instruments and both in-house and third-party management.

Kyle Lonsinger is a CFP® professional with nine years of industry experience. He is currently with Accurate Wealth Management, LLC and AAG Capital, Inc. His prior experience includes roles at Merrill, Bank of America, LPL Financial, and TD Ameritrade. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, utilizing a wide range of investment instruments and both in-house and third-party management.

Roger Davis is a financial advisor at Accurate Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Accurate Wealth Management since 2020. Prior to this, he was associated with Centric Capital Advisors, LLC and Centric Capital. Davis serves as a board member of the Chicot County Arkansas Board of Equalization, which addresses property tax disputes. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both in-house and third-party subadvisers.

Grayson Goulet is an investment advisor representative at Accurate Wealth Management, LLC, with one year of industry experience. He has previously worked at RJL Financial Group and Michael Page. Accurate Wealth Management serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm employs an individualized asset-allocation approach focusing on value, safety, quality, and risk control, managing a wide range of investment instruments through both in-house and third-party subadvisers.