Comprehensive wealth management solutions in Punta Gorda, Florida

Levell Wealth Management is a finance institution located at 110 Sullivan Street in Punta Gorda, Florida, United States. Our team works closely with clients to define their specific retirement goals and create a comprehensive plan using our Envision® planning tool. We provide fee-based advisory solutions with full transparency on costs and services. We collaborate with your existing tax and legal advisors to ensure a coordinated financial plan. Additionally, we offer specialized advice for women investors and provide information on current tax rates and deductions for 2023. Please note that our services are available for residents of specific states only. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that by clicking on any external links, you are leaving the Wells Fargo website and entering a third-party site. Social Media content is intended for U.S. residents only.

Christopher Schultz, Modern Woodmen Fraternal Financial is a finance and insurance agency located at 265 East Marion Avenue, Punta Gorda, Florida, United States. Since 1883, Modern Woodmen of America has been bringing people together, supporting families, and strengthening communities. As a financial representative with Modern Woodmen, you can make a positive impact for your family and community by meeting current needs, achieving future dreams, and planning for all stages of life. Modern Woodmen offers a portfolio of high-quality financial products to help meet a wide range of life needs. Members have access to benefits and programs that can impact their community. If you are unable to find a Modern Woodmen representative in your community, they are available to help. Securities are offered through MWA Financial Services Inc., a subsidiary of Modern Woodmen of America. Check the background of the firm or representative on FINRA's BrokerCheck. Products are available in most states.

Merrill Lynch Financial Advisor Adrienne Gruz Hiatt, located at 1190 West Marion Avenue in Punta Gorda, Florida, offers personalized wealth management strategies tailored to your individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Adrienne can help you navigate today's changing market conditions. As a Merrill Lynch Wealth Management Advisor, Adrienne focuses on understanding what matters most to you, whether it's family, goals, or priorities that may evolve over time. By starting with a conversation to identify and prioritize your goals, Adrienne can create a personalized plan centered on what you want to achieve.

Merrill Lynch Financial Advisor Jill S Spatola is a dedicated and experienced financial institution located at 1190 West Marion Avenue, Punta Gorda, Florida, United States. With over 25 years of industry experience, Jill is committed to providing exceptional wealth management and client service to help individuals and families achieve their financial goals. She offers personalized financial planning services, including retirement plans, income planning, life insurance, and estate planning. Jill takes a holistic approach to financial planning, working closely with clients' attorneys, CPAs, and Medicare specialists to ensure all plans are sound and aligned. She is actively involved in the community, volunteering with organizations such as Girls on the Run and Women United of Charlotte County.

Merrill Lynch Financial Advisor Angela L Davis, located at 1190 West Marion Avenue, Punta Gorda, Florida, United States, has been serving clients in the financial services industry for 25 years. Angela focuses on developing personalized strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Holding several prestigious designations, including Certified Investment Management Analyst, Retirement Management Advisor, Certified Private Wealth Advisor, and CERTIFIED FINANCIAL PLANNER certificant, Angela is dedicated to helping clients navigate their financial journey. She believes in building strong relationships with the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Angela can create a customized plan centered on your aspirations and tailored to your evolving needs. By understanding your unique goals and priorities, Angela can offer personalized solutions to help you pursue financial success. With access to the resources of Merrill and Bank of America, Angela works with clients to develop a comprehensive financial approach that addresses their individual needs. As your life and goals change, Angela will help you adjust your financial plan to reflect these changes and keep you on track to achieve your objectives. By getting to know you personally and understanding what matters most to you, Angela can help you create a financial strategy that aligns with your values and aspirations. With a focus on providing personalized investment strategies and comprehensive financial solutions, Angela Davis is committed to helping clients navigate the complexities of their financial lives and pursue their goals.

Edward M Dancek is a financial advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. Edward holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Edward is dedicated to providing comprehensive financial planning services to individuals and small business owners, specializing in retirement planning, estate planning, asset management, and investment strategies. Edward's expertise and commitment to his clients' financial well-being make him a trusted advisor in the field of finance.

Merrill Lynch Financial Advisor Christopher G Dwyer, located at 1190 West Marion Avenue in Punta Gorda, Florida, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Dwyer can help you navigate today's changing market conditions and work towards achieving your desired lifestyle and legacy goals. As a Merrill advisor, Dwyer takes the time to understand your individual investment style, risk tolerance, and long-term objectives to create a customized plan that reflects your needs. Through the Investment Personality Assessment, Dwyer can gain deeper insight into your investing preferences and provide thoughtful advice to help you pursue what matters most to you. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Dwyer is dedicated to helping you make informed decisions and stay on track towards financial success. With a focus on building a one-on-one relationship with clients, Dwyer and his team at Merrill Lynch Wealth Management are committed to sorting through the complexities of your financial life and providing comprehensive financial solutions to help you achieve your goals. With certifications including Accredited Wealth Management Advisor™ and Chartered Retirement Planning Counselor™, Dwyer is equipped to guide you through the ups and downs of the financial markets and help you live your best financial life.