Wesley is a dedicated financial professional committed to helping individuals and families pursue long-term financial confidence through personalized investment and retirement planning. With a client-first approach and a passion for building meaningful relationships, Wes works closely with clients to understand their goals, simplify complex financial decisions, and develop strategies tailored to their unique needs.
As part of the team at Smart Financial Planning, Wes is focused on delivering thoughtful advice and long-term value while helping clients navigate changing markets and important life decisions. Whether working with young professionals, business owners, or retirees, the goal remains the same: helping clients feel informed, prepared, and confident about their financial future.
Outside of the office, Wes enjoys spending time with friends and family, following/playing sports, and exploring new business and investment opportunities. He is the President of his family owned foundation located in Vero Beach, FL.
Experience:
- 3 Years at Fidelity Investments helping hundreds of clients reach their investment goals
- Specialized expertise in retirement planning
- HOA, Real Estate, Non-Profit investment experience
- Hold Series 7, 66, 63 Licenses