ADVISOR BIO

Scott Eric Tonnesen is a financial advisor currently registered with Morgan Stanley. Scott has been in the financial services industry since 1988 and has a strong track record of providing investment advice to individuals, families, and businesses. Scott holds Series 6, 7, 9, 10, 31, and 63 licenses. Scott has a strong understanding of the financial markets and is committed to providing personalized service to each of Scott's clients.

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ADVISOR BIO

Scott Giorgi is a financial advisor with Morgan Stanley, a firm with over $10 billion in assets under management. Scott has been in the financial services industry since 2007. Scott is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Scott Frederick Gurr is a financial advisor with Compound Family Offices, LLC. Scott has been a Registered Investment Advisor since January 15, 2019. Scott has been in the industry for over 10 years, serving individuals, high net worth individuals and charitable organizations. Scott is also a Personal Financial Specialist. Compound Family Offices, LLC is a firm that focuses on financial planning, portfolio management, and selection of other advisors. The firm provides financial advice to individuals, high-net-worth individuals, and charitable organizations.

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ADVISOR BIO

Scott Lee Rockwell is an investment advisor representative with Morgan Stanley. Scott has been in the industry since January 2002, and has been associated with Morgan Stanley since June 2009. Scott has a series 63, 65 and 7 license. In addition to the series 7, Scott has also passed the series 31 and SIE exams. Scott provides asset allocation advice, financial planning, pension consulting, and educational seminars to clients. Scott is registered with the state of Florida and 31 other states and territories.

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ADVISOR BIO

Scott Bradly Conti has been a financial advisor for over 25 years. Scott is currently a registered representative with Ameriprise Financial Services, LLC, where he has been employed since 2005. Previously, he worked for IDS Life Insurance Company, starting in 1997 and leaving in 2006. Scott specializes in financial planning, portfolio management, and asset allocation. Scott holds licenses in multiple states including Florida and Texas. Scott has been involved in tax preparation for over four years. Scott holds the SIE, Series 7 and Series 63 licenses.

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ADVISOR BIO

Sean Marrozos is a registered representative with Fidelity Personal and Workplace Advisors and has been in the industry since September 4, 2019. Sean is licensed to provide financial advice in Florida, Georgia, Indiana, Michigan, New York, North Carolina, Ohio, South Carolina, and Texas. Sean is also registered as an Investment Advisor Representative in Florida and Texas. Sean has passed the Series 66, Series 7TO and SIE exams. Sean's previous experience includes working as a Registered Representative at Charles Schwab & Co., Inc. in Orlando, FL.

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ADVISOR BIO

Seann B. Wooten is a financial advisor with over 15 years of experience. Seann is currently registered with J.P. Morgan Securities LLC in Sarasota, FL. Prior to joining J.P. Morgan Securities LLC, Seann worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UBS FINANCIAL SERVICES INC., MORGAN STANLEY & CO. INCORPORATED, GUNNALLEN FINANCIAL, INC, and LADENBURG CAPITAL MANAGEMENT INC. Seann has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Seann holds the Series 7, Series 31, Series 55, Series 63, and Series 65 licenses. Seann is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Shane B. Swearingen is an investment advisor representative registered with Truvestments Capital LLC. Shane has been in the industry since 2012 and has worked for Truvestments Capital LLC since 2018. Shane is registered in Ohio and has passed the Series 6 and Series 65 exams. Shane specializes in providing financial planning, portfolio management for individuals and selection of other advisors.

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ADVISOR BIO

Shane Eighme is a financial advisor with Truvestments Capital LLC in Sarasota, Florida. Shane has over 19 years of experience in the financial services industry. Shane is registered as an Investment Adviser Representative in Florida and Ohio. Shane has a Series 6, Series 7, and Series 63 securities licenses as well as a Series 65 investment advisor license. Shane also holds a Uniform Investment Adviser Law Examination (Series 65) and a Uniform Securities Agent State Law Examination (Series 63). In addition to Truvestments Capital LLC, Shane has held previous positions at ONEAMERICA SECURITIES, INC., THE LEADERS GROUP, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, NEW ENGLAND SECURITIES, and GUNNALLEN FINANCIAL, INC. Shane's clients are primarily high-net-worth individuals and other individuals.

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ADVISOR BIO

Shannon King is a financial advisor with Wells Fargo Clearing Services, LLC. Shannon King is a registered representative in Florida. Shannon King has been in the financial industry for 5 years and has 11 approved SRO registrations. Shannon King is a registered representative in Florida and Georgia. Shannon King is also a registered investment advisor in Florida. Shannon King has a Series 7, 6, 63 and 66 license. Shannon King is a financial advisor and has experience with investments, securities and insurance.

SPECIALIZATIONS