Mark Parsons - Raymond James

Warren Capital Management is a wealth management practice located in Vero Beach, FL, dedicated to providing personalized guidance and exceeding client expectations. With a relentless desire to serve as their clients' most trusted advisor, they offer a range of investment and insurance products through Wells Fargo Advisors Financial Network, LLC. Committed to delivering exceptional service, Warren Capital Management strives to help families achieve their financial goals and dreams. Their team of professionals offers expertise in wealth management, ensuring clients receive tailored solutions to their investment needs while managing potential risks.Generated from the website

Offutt Barton Schlitt LLC is a full-service CPA firm based in Vero Beach, Florida, that has been serving the Treasure Coast for over 50 years. The firm specializes in taxation, accounting, auditing, and consulting services for individuals, businesses, and organizations, while focusing on tailored solutions that address the unique needs of each client. In addition to traditional services, Offutt Barton Schlitt is committed to providing value-added services such as business structuring, estate and tax planning, and management consulting. Their team leverages national resources and local expertise to ensure the success of their clients through proactive strategies and personalized attention. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.