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Bonita Springs Investment Firm Pelican Wealth Advisors, LLC Announces Merger with Medley Advisory

Bonita Springs investment firm, Pelican Wealth Advisors, LLC announces a merger with investment firm Medley Advisory. Gary Medley, CFP now serves as the Chief Investment Officer for Pelican Wealth Advisors.

 
 
Investment Advisor - Gary Medley, CFP
Investment Advisor - Gary Medley, CFP
PRLog - Aug. 6, 2014 - FORT MYERS, Fla. -- Bonita Springs investment and wealth management firm, Pelican Wealth Advisors, LLC announces a recent merger with Medley Advisory. Gary Medley, CFP now serves as the Chief Investment Officer for Pelican Wealth Advisors.  According to Pelican Wealth Advisors Founder and Owner, Frank Ragonese, this merger will provide growth opportunities and additional investment strategies for the company.

Gary Medley has over 30 years of experience in the financial services industry.  Prior to joining Pelican Wealth Advisors as Chief Investment Officer, he has worked in the capacity of a Financial Advisor, Manager, and Regional Manager for major Wall Street Firms and Banks.  His full bio, along with information about Pelican Wealth Advisor services, can be found on www.PelicanWealth.com (http://www.PelicanWealth.com).

“Joining forces with Pelican Wealth Advisors was an easy decision,” said Medley.  “They are a very reputable company, and we share the same philosophy in regard to strong client relationships. This partnership will allow us both to broaden our capabilities, provide more investment strategies, increase long term planning, and deliver even better results and a higher level of service for our clients.”

Gary holds degrees in Finance and Economics from The University of Michigan and has been a Certified Financial Planner™ Professional since 1988. Currently, Gary holds the prestigious position of President of the SWFL Financial Planners Association.

“People need a customized plan to reach their desired goals and dreams,” said Frank Ragonese, Owner and Founder of Pelican Wealth Advisors.  “One of the qualities we admire in Gary is that he is as passionate about our clients’ dreams as they are.  He also shares our philosophy that wealth management is more than just looking out for the well being of our client’s finances.  We are also concerned with their health and overall happiness and fulfillment in life.

Pelican Wealth Advisors offers a personalized program that provides a “financial roadmap” and “life plan” for clients.  It incorporates every piece of the puzzle, from investment, to health care, to overall happiness.   Pelican Wealth Advisors also partners with local doctors and life coaches, and provides free educational seminars to further help clients in the areas of health, wellness, and achieving more joy and fulfillment in life.

“We are always looking out for our clients’ overall wellbeing.  We also want to ensure that they understand how their assets are working to create the financial future that they have planned and deserve,” added Ragonese.  “This partnership with Gary Medley will help us achieve this goal even more effectively and efficiently.”

For more information about Gary Medley or Pelican Wealth Advisors, LLC, call (239) 985-4098 or visit www.PelicanWealth.com.

About Pelican Wealth Advisors, LLC:

Pelican Wealth Advisors, LLC, is a Registered Investment Advisor firm and Pelican Financial Group, Inc., is a licensed insurance agency.  Both companies were founded by Frank Ragonese, Ph.D., and specialize in applying risk management expertise to retirement income and legacy planning.  Services include investment income portfolios, fixed annuities, 401K/IRA rollovers, tax-advantaged IRA wealth transfer, long term care, life insurance and estate planning.

Pelican Wealth Advisors, LLC and Pelican Financial Group are located at 27499 Riverview Center Blvd in Bonita Springs, FL.  Serving Naples, Bonita Springs, Estero, Fort Myers, and Cape Coral from their Florida office. For more information, call (239) 985-4098 or visit http://www.PelicanWealth.com.


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Source:Pelican Wealth Advisors, LLC
City/Town:Fort Myers - Florida - United States
Industry:Business, Finance
Tags:bonita springs investment, naples financial advisors, naples investment, naples wealth managment
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