Uhler makes Raymond James executive council
Tom Uhler, principal with Uhler and Vertich Financial Planners, has qualified for membership on the Raymond James Financial Services Executive Council for the 15th year.
Only 400 financial advisors in the nation met the earned-revenue level required to be included on the 2010 Executive Council.
“The last fiscal year brought unprecedented challenges, and I am gratified that we have developed systems to manage our clients’ investments effectively,” said Uhler. “Knowing that we rank competitively among our peers is an added bonus.”
Uhler has more than three decades of experience in financial services in Southwest Florida and a special interest in assisting not-for-profit organizations in their planned giving efforts.
A Sanibel Island resident, he serves on the board of directors for United Way of Lee, Hendry and Glades, The Southwest Florida Symphony Orchestra and the Good Neighbor Community Foundation of Sanibel-Captiva.
He is a member of the Financial Planning Association of Southwest Florida and serves on the executive board and endowment investment committee for Southwest Florida Council, Boy Scouts of America.
Uhler and Vertich, an independent registered investment advisory firm, is dedicated to the success of its clients’ personal, family, financial and charitable goals.
Uhler and Corey Vertich assist families in becoming and remaining financially independent with comprehensive plans that are designed to maximize income, minimize taxes, develop hedges against the unexpected and provide for the efficient transfer of accumulated wealth.
To learn more, log onto: www.uhlerandvertich.com or call 936-6300.