Corey Vertich, co-founder and principal of Uhler and Vertich Financial Planners, has been elected president of the Southwest Florida Symphony Endowment Foundation board of directors.

Corey Vertich, CFP®, principal with Uhler and Vertich Financial Planners, has been elected president of the Southwest Florida Symphony Endowment Foundation board of directors. Vertich has served on the foundation board since 2015.

Vertich is a founding principal of Uhler and Vertich Financial Planners. He graduated Cum Laude from Barry University School of Business and began his financial planning career in 1989, becoming a CFP®, CERTIFIED FINANCIAL PLANNER™ professional in 1994. He has been recognized by Forbes Magazine as a Best-In-State Wealth Advisor in 2020, 2021, and 2023, and currently serves on the board of directors for United Way of Lee, Hendry and Glades.

Other Southwest Florida Symphony Endowment Foundation board members include Treasurer David Hall; Secretary Scott Gregory; Robert Diefenbach; Katherine Caldwell; Cynthia Duff; Tom Kracmer; and John Wright.

The foundation was established in 2002 to build assets for the long-term financial support of the Southwest Florida Symphony, Lee County’s only professional orchestra. Since then, the endowment has grown to more than $2.95 million. The foundation is managed by an independent board of trustees and receives gifts, provides appropriate investment stewardship and makes regular disbursements of earnings to the symphony.

For more information about the Southwest Florida Symphony and its Endowment Foundation, visit SWFLSO.org or call 239-210-2345.

About Uhler and Vertich Financial Planners

Uhler and Vertich Financial Planners, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit uhlerandvertich.com or call 239-936-6300.

Investment advisory services are offered through Uhler and Vertich Financial Planners. Uhler and Vertich Financial Planners is not a registered broker/dealer and is independent of Raymond James Financial Services.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisers nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisers throughout the United States, Canada and overseas. Total client assets are $1.17 trillion as of March 31, 2022. Additional information is available at raymondjames.com.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Source: Southwest Florida Symphony