John Letourneau

Senior Vice President - Financial Advisor - ABD, Senior Portfolio Manager - Portfolio Focus

941-316-4814
Email |

Kaitlin Yelle, CPFA®

Financial Advisor

941-316-4815
Email |

Morgan Edwards

Branch Service Manager/Registered Client Associate

941-316-4816

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Senior Vice President, Director of Portfolio Advisory Group


advisor

Wealth Planning Consultant


advisor

Credit Consultant