Capital Guardian Wealth Management Expands with Winter Park and St. Cloud Offices
WINTER PARK, Fla., Nov. 15, 2010 /PRNewswire/ -- Capital Guardian Wealth Management announces the addition of a new branch office in historic Winter Park near downtown Orlando. Managing Director Charles Nezuh, who is a former Branch Manager with Janney Montgomery Scott and Moors & Cabot, brings more than 40 years in the securities industry and 19 years as a financial advisor to the firm.
Also joining the Winter Park office is Dennis Nolte, CFP®, AIF®, Marcus Michels, and Gus Nicholson. The three have been advising clients for 21 years, 27 years and 43 years, respectively. Charles Nezuh's son, Keith, who has more than 15 years of experience at Wachovia Investments, Janney Montgomery Scott, and Moors & Cabot Inc., will operate a satellite office of Capital Guardian in St. Cloud.
"Capital Guardian is a growing, dynamic firm who truly understands the wealth management business and who always puts the client first. The management team is energetic and creative and has the experience and expertise to succeed in a very competitive industry," said Charles Nezuh. He added that Capital Guardian's relationship with Pershing, LLC, the leader in global clearing services, helps provide one of the premier product and service platforms in the industry and a distinctive service model from their advisory services team.
Nezuh added, "By aligning with Pershing, LLC, Capital Guardian and our team can focus on the needs of our clients 100%. The flexibility and variety of investment solutions, along with the strong support and technology platform, gives us the capability to completely tailor each client plan."
"We are fortunate to add another group of experienced and successful financial advisors to our growing presence in Florida. Capital Guardian is a boutique, independent firm who prospers on hiring financial advisors who can thrive on one of the best platforms in the industry," adds Tony Montanari, CIMA®, Director of Business Development.
About Capital Guardian, LLC - Capital Guardian, LLC, is a rapidly growing regional investment firm with 27 offices predominantly on the east coast. Capital Guardian, LLC, believes in building a strong relationship between the client and the financial advisor. Open architecture is very important to this relationship because Capital Guardian believes that the advisor should have the freedom to focus solely on the financial goals of their clients. More information on Capital Guardian is available at www.capitalguardianllc.com. The new office is located at 631 Morse Blvd Suite 115 in downtown Winter Park. For more information; please call 407.571.7700.
Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.
SOURCE Capital Guardian Wealth Management
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