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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Michael T. Briers<br />
3301 Bonita Beach Rd., Ste. 306<br />
Bonita Springs, FL 34134<br />
Office: (239) 390-8882<br />
mike.briers@brierscpa.com<br />
www.brierscpa.com<br />
Certified Public Accountant<br />
BriersCPA draws on global experience to<br />
combine the areas of tax and accounting<br />
with business consulting and management<br />
advisory services. Our real value, however,<br />
lies in the ability to customize our services<br />
specifically to your personal and business<br />
needs.<br />
James R. Sands, Jr.<br />
MetLife<br />
9530 Marketplace Rd., Ste. 108<br />
Fort Myers, FL 33912<br />
Phone: (239) 896-1109<br />
Offi ce: (239) 896-1115<br />
jsands@metlife.com<br />
www.jamessands.metlife.com<br />
Preserving <strong>Wealth</strong> for Generations<br />
• Estate planning strategies<br />
• Retirement planning<br />
• Asset management<br />
Title: Senior Financial Planner<br />
Designations: CFP®, CLU ®<br />
I am committed to providing innovative solutions to my clients<br />
in assisting them to achieve their fi nancial goals and dreams. In<br />
today's fi nancial market, it is more important than ever to have a<br />
professional assist you in making informed decisions about your<br />
fi nancial future.<br />
MetLife and its representatives do not provide tax or legal advice. Please consult your tax advisor<br />
or attorney for such guidance. Metropolitan Life Insurance Company (MLIC). Securities, including<br />
variable products, offered by MetLife Securities, Inc. (MSI), a broker/dealer (member FINRA/SIPC)<br />
and a registered investment adviser. MLIC and MSI are MetLife companies located at 200 Park<br />
Ave., New York, NY 10166. L0112235100[exp1212][CO,FL,KY,MI,NC,PA,VA].<br />
Special advertiSing Section<br />
of<br />
r Professi<br />
e <strong>Star</strong> <strong>Professional</strong><br />
Find a financial planner who will take the time to educate you, eliminate<br />
the mystery and put you on the correct path.<br />
— <strong>Five</strong> <strong>Star</strong> award winner<br />
Top five questions that wealth<br />
managers want clients to<br />
answer:<br />
1. What are your goals and objectives<br />
with your finances?<br />
2. What is your most pressing need<br />
right now?<br />
3. Where do you see yourself in 5, 10,<br />
15 years?<br />
4. Where are all of your assets<br />
invested now?<br />
5. What is important about money to<br />
you?<br />
From research conducted by <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong>,<br />
April 2011<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Christopher J. Payson<br />
5200 Tamiami Trail N, Ste. 103<br />
Naples, FL 34103<br />
Phone: (239) 649-3608<br />
Phone: (866) 556-8654<br />
christopher.payson@morgankeegan.com<br />
www.paysonpurewmg.mkadvisor.com<br />
Vice President, Financial Advisor<br />
Christopher has called Southwest Florida<br />
home since 1972 and started his career in<br />
the financial services business in 1987. He is<br />
a graduate of the University of Pennsylvania<br />
Wharton School of Business executive<br />
education program for financial advisors.<br />
Morgan Keegan & Company, Inc. | Member FINRA, SIPC<br />
Not FDIC Insured | May Lose Value | No Bank Guarantee<br />
Not a Deposit | Not Insured by Any Government Agency.<br />
Douglas E. Wiebel<br />
Wiebel, Hennells &<br />
Carufe, PLLC<br />
9420 Bonita Beach Rd.,<br />
Ste. 200<br />
Bonita Springs, FL 34135<br />
Office: (239) 992-6211<br />
www.whc-cpas.com<br />
Douglas E. Wiebel, Certified<br />
Public Accountant<br />
www.fivestarprofessional.com: <strong>Five</strong> <strong>Star</strong> award information — FS 14<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
Two-Year<br />
Winner<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
Two-Year<br />
Winner<br />
<strong>Five</strong> <strong>Star</strong> Profes<br />
<strong>Star</strong> Pr<br />
Doug has been in the public accounting<br />
profession since 1979. As the managing<br />
partner of WH&C, he specializes in individual<br />
and business planning and tax preparation.<br />
Doug is a member of the FICPA, AICPA and<br />
serves the community and many nonprofit<br />
organization s.
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