The 30 Best High net worth clients in Punta Gorda, Florida

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Merrill Lynch Financial Advisor Judi M Aber, located at 1190 West Marion Avenue in Punta Gorda, Florida, is a highly reputable finance institution specializing in wealth management and banking services for high-net worth families. Judi, a founding partner of Aber & Leedy Wealth Management, has over 35 years of experience in the industry and has been with Merrill Lynch Wealth Management for the past 25 years. She is dedicated to providing exemplary client service and customizes wealth management plans to help grow and preserve wealth for individuals and retirees. Judi has been recognized by Forbes as one of "America's Top Women Wealth Advisors" and "Best-in-State Wealth Advisors" multiple times. She holds the CERTIFIED FINANCIAL PLANNER™ certification and is committed to helping clients achieve their financial goals. With a team of talented individuals and access to global resources, Merrill Lynch Financial Advisor Judi M Aber is dedicated to building strong client relationships based on trust and personalized service. Contact them today to start planning for your financial future.

Merrill Lynch Financial Advisor Robert William Dwyer is located at 1190 West Marion Avenue in Punta Gorda, Florida, United States. With over 30 years of experience in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management in 1996. He holds the Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Certified 401(k) Professional (C(k)P®) designations. Robert specializes in working with high-net-worth clients, helping them simplify and organize their financial lives. He focuses on individualized financial planning, addressing concentrated stock positions, philanthropic planning, and alternative investments. Robert has received recognition from financial industry publications and Bank of America Corporation for his exemplary client service. In addition to his professional achievements, Robert enjoys outdoor activities such as snowboarding, surfing, and mountain biking. His team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on clients' goals and aspirations. Robert Dwyer's commitment to excellence and client satisfaction sets him apart as a top financial advisor in the industry.

Hibiscus Investments, located at 252 West Marion Avenue in Punta Gorda, Florida, is a finance institution that specializes in helping successful individuals and families with assets between $250,000 and $1,000,000 manage their wealth with a personal touch. We work closely with our clients to create personalized investment plans and paths through retirement, utilizing the portfolio management of Landsberg Bennett Private Wealth Management. In today's complex financial world, having a local and knowledgeable advisor can make all the difference. We believe in conducting business face to face, allowing us to create individualized investment plans tailored to your specific needs and goals. By establishing meaningful relationships with our clients, we can help navigate the uncertainties that lie ahead.

BedRock Asset Management LLC is a finance institution located at 201 West Marion Avenue in Punta Gorda, Florida. Our team of experienced professionals is dedicated to providing top-notch asset management services to our clients. With a focus on investment strategies tailored to individual needs and goals, we strive to help our clients achieve financial success and security. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, BedRock Asset Management LLC is here to help. Contact us today to learn more about how we can assist you in managing your assets effectively.

J Nathan Ledbetter is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 209 Tabor Street in Punta Gorda, Florida, United States. He holds multiple 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®, CFP®, 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®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investments, insurance, taxes, and more. J Nathan Ledbetter is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Lesley Barton is a prestigious real estate agency located at 1200 West Retta Esplanade in Punta Gorda, Florida. As one of the top 5% of Coldwell Banker agents worldwide, Lesley Barton offers unparalleled expertise and service in the realm of finance and real estate. With a proven track record of success, clients can trust Lesley Barton to provide top-notch guidance and support throughout the buying or selling process. Whether you are looking to invest in property or sell your current home, Lesley Barton is the go-to agency for all your real estate needs.