Member Directory

Financial Planners/Advisors

Edward Jones
941-639-0233
adam.cummings@edwardjones.com
Presley Advisoryl Services
941-505-9017
brian@presleyadvisory.com
Clearview Financial
941-206-8500
douglas.young@clearviewfs.com
Daedalian Financial Services
941-205-2277
Gary@DFSinvestments.net
Wells Fargo Advisors, LLC
941-833-3262
james.levell@wellsfargoadvisors.com
Carman Strategic Planning
941-889-9094
jeff@carmanplan.com
DFS Investments
941-205-2277
jerry@dfsinvestments.com
Edward Jones
941-743-0028
james.fendrick@edwardjones.com
Edward Jones
941-639-1170
jim.koinis@edwardjones.com
Presley Beane Financial Services
941-637-7748
brianbeane@presleybeane.com
  • News & Events

    • SEPTEMBER SOCIAL
       Thursday, September 14, 2017; Location - Burg'r Bar - Downtown Punta Gorda; 5:15 p.m. - 7:00 p.m.   $15 FOR MEMBER AND ALL GUESTS   Please RSVP to cwright@sol-cpas.com [Read More]
    • FUTURE Meeting Dates - Mark Your Calendars
      NOTE Change in time for SEPTEMBER SOCIAL Thursday, September 14, 2017; SOCIAL - Burg'r Bar - Downtown Punta Gorda; 5:15 p.m. - 7:00 p.m.   Tuesday, November 14, 2017; luncheon starting at 11:30 a.m.; Charlotte Harbor Yacht Club; speaker TBA [Read More]
    • July Luncheon
      Note Menu Option Choices below.   Also note - please RSVP to nancy@egmsfl.com. ______________________________________________________ The Charlotte Estate Planning Council (CEPC) will meet on Tuesday, July 11, 2017. Charlotte Harbor Yacht Club.   The CHYC is located at 4400 Lister Street, Port Charlotte, FL 33952. Networking will begin at 11:30 a.m.   Lunch, speaker and business will begin promptly at noon and [Read More]