Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
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Special advertiSing Section<br />
of<br />
r Professi<br />
e <strong>Star</strong> <strong>Professional</strong><br />
With more than 29 years of experience in planning our clients’ estates, we bring to<br />
them the experience and knowledge we have gained over the years. We recognize<br />
that our clients want to play an integral part in planning their estates, and we<br />
work hard to provide them with the personal attention and care they deserve. It<br />
is our goal to provide each and every client with an estate plan that meets their<br />
unique goals and objectives, which will serve them well during life and continue<br />
successively after death to serve their families.<br />
Left to right: Megan Morris, two-year winner Danielle Emery and<br />
three-year winner Carl Fazio, Jr.<br />
LaDonna J. Cody<br />
Committed to Personal Service<br />
for You and Your Family<br />
• Providing a team approach to your unique estate<br />
planning needs<br />
• Estate planning and administration of estates and<br />
trusts during lifetime and after death<br />
Designations: B.A. degree, Juris Doctorate, attended the<br />
University of Miami Master of Law of Taxation program<br />
LaDonna J. Cody, P.A., Attorneys at Law<br />
12661 New Brittany Boulevard<br />
Fort Myers, FL 33907<br />
Phone: (239) 939-6161<br />
Fax: (239) 939-3622<br />
LaDonna.Cody@codylawfl .com<br />
The hiring of a lawyer is an important decision that should not be based solely upon advertisements.<br />
Before you decide, ask the attorney to send free written information about the individual’s qualifications and experience.<br />
W<br />
I<br />
N<br />
N<br />
E<br />
R<br />
Danielle Emery • Carl Fazio, Jr.<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Comprehensive Solutions<br />
• Financial planning<br />
• Investment strategies, insurance reviews<br />
• Peace of mind<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Titles: Financial Advisors, Associate Vice President<br />
Danielle, CERTIFIED FINANCIAL PLANNER practitioner<br />
We know that everyone’s fi nancial picture is unique, and we go the extra mile to<br />
create personalized solutions as you plan for your fi nancial goals.<br />
With more than 35 years of combined experience, we strive to build long-term<br />
relationships with clients, and we pride ourselves on exceptional client service. 12800 University Drive, Suite 105 • Fort Myers, FL 33907<br />
We proactively advise clients on the fi nancial issues that matter most: a solid<br />
Toll-free: (800) 639-0151 • Danielle: (239) 768-8819<br />
education for your children, a retirement and distribution strategy that supports<br />
Carl: (239) 768-8811 • Megan: (239) 768-8822<br />
your dreams and aspirations, estate planning and gifting strategies, and insurance<br />
protection for your families.<br />
danielle.m.emery@ampf.com • carl.fazio@ampf.com<br />
megan.j.morris@ampf.com • ameripriseadvisors.com<br />
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Brokerage, investment and financial<br />
advisory services are made available through Ameriprise Financial Services, Inc., Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
www.fivestarprofessional.com: <strong>Five</strong> <strong>Star</strong> award information — FS 10<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
<strong>Star</strong> Pr<br />
<strong>Five</strong> <strong>Star</strong> Profes
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