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Sarasota Office

Sarasota, FL

8205 Nature's Way #219
Lakewood Ranch, Florida 34202
941.227.4224

Sarasota Office

At 8205 Natures Way, Suite #219 in the San Marco Plaza, our Lakewood Ranch office offers a professional and welcoming environment for all your financial needs. You'll find our office easily accessible and staffed with a team of dedicated professionals ready to assist you. Experience expert financial guidance in the vibrant community of Lakewood Ranch, FL.

Our Sarasota Team

Russell Zoomed

Russell Dow

President and Senior Portfolio Manager

Robert S Stepleman Phd

Robert Stepleman

Chief Portfolio Strategist

Richard Louis

Richard Louis

Financial Advisor

Jason A Andriano Mba Cfp

Jason A. Andriano, MBA, CFP®

Senior Financial Advisor & Certified Financial Planner™