Lake Mary, FL Office

Team
Updated today

Client AUM

$684,200,344

Clients

3,139

Advisors

2

Of 35 advisors across 20 offices

Location

1515 International Parkway, Suite 1025

Lake Mary FL 32746

Advisors at this office

2

Advisors at this office

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Robert W

Series 63, Series 66

Lake Mary, FL

G. A. Repple & Company

Robert Wolfe is a financial advisor at G. A. Repple & Company with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at G. A. Repple & Company and Phoenix Home Life since 1998. Wolfe also has a background at Wolfe, Young, O'baker & Company spanning over four decades. Outside of his advisory role, he provides consulting services on accounting and taxes. G. A. Repple & Company offers investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs various analytical approaches to portfolio construction and provides a range of management options, including discretionary and non-discretionary services, third-party asset manager access, and specialized strategies such as Biblically-Responsible Investing.

Planning for children with special needs Divorce financial planning General retirement planning
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Megan W

Series 66

Lake Mary, FL

G. A. Repple & Company

Megan Wolfe is a Series 66 licensed financial advisor with over 20 years of industry experience. She has been with G. A. Repple & Company since 2006 and also co-owns Wolfe Financial Group, where she provides financial planning, CPA, and tax preparation services. Wolfe serves as vice president on the board of directors for a professional condominium association in Lake Mary, FL. G. A. Repple & Company offers advisory and financial planning services to retail clients, employer-sponsored retirement plans, trusts, estates, and corporate entities. The firm employs a range of analytical methods to develop individualized portfolios and provides both discretionary and non-discretionary portfolio management, as well as access to multiple separately managed account options and model strategies.

Planning for children with special needs Divorce financial planning General retirement planning
View complete list of advisors at this office
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