Vero Beach, FL Office

Blaine Perrin is a financial advisor at Rehmann Wealth in Vero Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Rehmann Wealth, he worked at Apex Trader Funding and FedEx Ground. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm utilizes both advisor-specific portfolios and in-house managed asset allocation models, offers private investment opportunities, and operates as part of a broader professional services group with affiliated accounting, trust, and insurance services.

David Savage is a financial advisor at Rehmann Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and related entities from 2016 to 2023. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm offers a blend of advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, along with access to private investment opportunities and fiduciary services for employer-sponsored plans.

Jeannette Monroe is a financial advisor with Rehmann Wealth in Vero Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Rehmann Financial Network since 2017 and Rehmann Financial since 2010, with prior experience at Royal Alliance Associates. Monroe also serves as a supervision manager overseeing advisory activities within Rehmann Financial. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.