ADVISOR BIO

Aaron White is a financial advisor registered with Morgan Stanley since June 2009. Prior to joining Morgan Stanley, Aaron White was registered with UBS Financial Services Inc. Aaron White has been in the industry since November 2003. Aaron White's specializations include investment management and financial planning. Aaron White's services include portfolio management for individuals, businesses, and investment companies, as well as educational seminars and financial planning.

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ADVISOR BIO

Adam D. Piatt is a financial advisor with Morgan Stanley. Adam has been in the financial industry since 2004, working with UBS Financial Services Inc. prior to joining Morgan Stanley in 2015. Adam holds Series 7 and Series 66 licenses and the SIE designation. Adam has experience with providing asset allocation advice, financial planning, and portfolio management for individuals and institutions.

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ADVISOR BIO

Adam Yakubec is a financial advisor currently registered with Ameriprise Financial Services, LLC. Adam has been in the financial industry since 2000 and has worked for Ameriprise Advisor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam holds Series 7, 31, and 66 licenses, as well as the SIE exam. Adam also has a state registration in Florida for both broker-dealer and investment advisor activities. Adam has specialized in working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Ajay Verma is an Ameriprise Financial Services, LLC registered representative. Ajay has been in the financial services industry since April 7, 1997. Ajay has passed the Series 63, Series 7 and SIE exams. Ajay is currently registered in 31 states. Ajay Verma is a licensed agent of Ameriprise Financial Services, Inc. Ameriprise Financial Services, LLC provides financial planning services to individuals, high-net-worth individuals, trusts/estates, pension and profit sharing plans, corporations or other businesses, charitable organizations, state or municipal government entities, and insurance companies. Ameriprise Financial Services, LLC is a fee-based firm. Ajay Verma has been with Ameriprise Financial Services, Inc. since September 2005 and Ameriprise Financial Services, LLC since March 2020.

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ADVISOR BIO

Albert Abdo is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Fort Myers, Florida. Albert has been in the industry since October 2014. Albert provides advisory services to individuals, businesses, charitable organizations and pension plans. Albert has also been a committee member for the United Way of Lee County since March 2017.

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ADVISOR BIO

Alexandre Raoul Blagojevic is a financial advisor who has been in the industry since 1997. Alexandre is currently registered with Raymond James & Associates, Inc., a firm with offices in Fort Myers, Florida. Alexandre has a history of working with a variety of clients, including individuals, businesses, and institutions. Alexandre is committed to providing his clients with personalized financial advice that helps them reach their financial goals.

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ADVISOR BIO

Amanda Pflanz is a financial advisor with Morgan Stanley. Amanda has been in the financial services industry since March 2009. Amanda is a registered representative in Florida and Texas. Amanda has passed the Series 66, Series 7, and SIE exams. Amanda has a broad range of experience in the financial services industry and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing Services, LLC. Andrea has been in the financial industry since 1981. Andrea is registered with FINRA and the state of Florida. Andrea has a Series 7, 5, 63, and 65 licenses, as well as the SIE. Andrea has experience providing investment consulting services to institutional clients. Andrea is also a financial planner and provides portfolio management for businesses and individuals.

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ADVISOR BIO

Andrea Corella saint-pere is a financial advisor with Raymond James & Associates, Inc. in Fort Myers, Florida. Andrea has been in the financial services industry since January 18, 2015. Before joining Raymond James & Associates, Inc., Andrea worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Andrea is a registered representative with the state of Florida. Andrea holds the Series 66, Series 7 and SIE licenses. Andrea specializes in portfolio management for individuals and businesses. Andrea is also a licensed financial planner. Andrea is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Andrew Montero is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices in Fort Myers, Florida. Andrew has been in the financial services industry since 2009 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Andrew is also registered as an Investment Advisor Representative (IAR) in Florida.

SPECIALIZATIONS