Uhler and Vertich Financial Planners hires Bryan Fiore as chief operating officer

Bryan Fiore has joined Uhler and Vertich Financial Planners as chief operating officer.

In his role, Fiore assists in the management of day-to-day business operations. He provides support to all staff, offers forward-thinking input on long-term planning and assists in the oversight of all compliance functions. His responsibilities include event planning, investment research and financial planning for some client relationships. He will serve as branch manager of the local Raymond James Financial Services office in Fort Myers.

Fiore graduated from Florida State University with a physics degree and has more than 25 years of experience in the financial services industry. He holds the Series 7, 24, 63 and 66 licenses and is an investment adviser representative of Uhler and Vertich Financial Planners with the Securities and Exchange Commission. He holds the CRPC® retirement planning designation and the CSRIC™ Societal Responsible Investing title.

He is a board member of the YMCA of Southwest Florida and has volunteered for various youth soccer clubs throughout Southwest Florida.

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. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the 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 8,500 financial advisers throughout the United States, Canada and overseas. Total client assets are $1.26 trillion as of December 31, 2021. Additional information is available at www.raymondjames.com.