Uhler & Vertich Financial Planners celebrates 20 years of business
Uhler & Vertich Financial Planners celebrates a milestone anniversary in 2022: 20 years of providing independent, fee-based, concierge-level financial planning from offices in Fort Myers.
“We’re thrilled to celebrate this anniversary with our dedicated team members and valued clients,” said Corey Vertich, CERTIFIED FINANCIAL PLANNER™ and founding principal of Uhler & Vertich Financial Planners. “The past 20 years have brought forward significant achievements and milestones – all of which would not be possible without our team and clients.”
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.
Beyond dedication to serving its clients, Uhler & Vertich has a demonstrated history of community involvement and support. The firm’s founding principals, Tom Uhler and Corey Vertich, serve numerous nonprofit organizations and support local causes. Both currently serve on the board of the United Way of Lee, Hendry, and Glades and Vertich is also serving as co-chair of United Way’s 2021-22 “Back to the Future” campaign. The firm has been a strong supporter of United Way for the past 20 years.
Uhler’s long history of community service has been widely acknowledged. Uhler is serving his ninth term as chair of the Southwest Florida Symphony board of directors and also serves as treasurer of the Florida Cancer Specialists Foundation board. He is president of the Sanibel-Captiva Orchid Society and a member of the Kiwanis Club of Sanibel-Captiva Islands. Uhler sits on the executive board of the Southwest Florida Council, Boy Scouts of America and is an Eagle Scout and lifetime member of the National Eagle Scout Association.
Vertich has long been active in the Boy Scouts of America. He is an Eagle Scout and life member of the National Eagle Scout Association and is on the Eagle Board of Review for the Southwest Florida Council. Vertich also serves as treasurer of the Southwest Florida Symphony Orchestra Endowment Foundation board.
The firm’s securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the Uhler & Vertich team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.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 8,200 financial advisers throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at www.raymondjames.com.