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2639 Fruitville Road, Suite 200
Sarasota, FL 34237
Operational Hours
Monday–Thursday, 9–5
and Fridays, 9–4


Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/