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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Left to right: Hillary Eng, three-year winner John Toggweiler and Olga Cuervo<br />
Special advertiSing Section<br />
of<br />
r Professi<br />
e <strong>Star</strong> <strong>Professional</strong><br />
We are an independent investment management group serving Southwest Florida<br />
since 1998. We are passionate about building long-term client relationships<br />
through personal, transparent and unbiased asset management.<br />
My mission is to help you design a strategic wealth management plan<br />
individualized for your needs and desires. This is achieved by working with a team<br />
of fi nancial advisors, the THB Group at Morgan Stanley Smith Barney, along with<br />
your CPA and lawyer. We provide you a wealth of experience and knowledge that<br />
will give you the confi dence to ensure that your investment strategy is working for<br />
you over the long run. Once this strategy is implemented, the rest is easy.<br />
©2012 Morgan Stanley Smith Barney, LLC. Member SIPC.<br />
JD Loden<br />
It's Your Money.<br />
It's My Highest Privilege.<br />
201 8th Street South, Suite 306<br />
Naples, FL 34102<br />
Direct: (239) 430-0104 • Toll-free: (888) 680-3743<br />
jloden@investorscapital.com<br />
www.jdlodenwealth.com<br />
Securities offered through Investors Capital Corporation Member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory* 230 Broadway, Lynnfield, MA 01940 (800)949-1422.<br />
John W. Toggweiler<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Holistic, Comprehensive and<br />
Planning-Based Relationships<br />
• Team of experienced fi nancial advisors<br />
• Comfort with investment strategy<br />
• Manage risk — the rest is easy<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Titles: Vice President, Financial Advisor<br />
Designations: CFP ®, Portfolio Manager<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
7811 University Pointe Drive<br />
Fort Myers, FL 33907<br />
Offi ce: (239) 432-1306<br />
john.toggweiler@mssb.com<br />
www.fivestarprofessional.com: <strong>Five</strong> <strong>Star</strong> award information — FS 12<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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