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Joel McEwan, president of W5 Wealth
Management Inc. has been a local Financial Advisor since 1994. In
2002 he left his position as a VP of investments at Raymond James
and Associates in Clearwater to pursue his dream and open his own
financial firm.
“I enjoyed my time at RJA but
realized owning my own company was the direction I was ultimately
headed,” McEwan said. W5 also has a world class Broker Dealer
affiliation with Royal Alliance, which is part of the industry
leading AIG Advisor Group.
McEwan is fully licensed with his Series
24 General Securities Principal license, Series 7 General
Securities license, Series 65 Registered Investment Advisor, Series
63 State Securities Law, and is also licensed for life, health, and
variable annuities.
“We are fully licensed to offer our
clients what is best to suit their needs, and any investor should
be leery of someone that makes frequent house calls and is not
properly licensed,” he said.
Jeff Mowry is the W5’s operations
manager and is also series 7 licensed. Yvette Heatly is the
executive sales administrator and once again series 7, 63, 65, and
life and variable annuity licensed.
“Jeff and Yvette take great care of
all my clients’ day to day administrative needs in a pleasant
and professional manner,” McEwan said.
“At W5 we pride ourselves on
customer service and helping our clients prepare for retirement, or
if already retired sustain the lifestyle level to which they have
grown accustomed,” he said.
McEwan invites local residents to call him
and his staff for a confidential review of their present financial
situation.
“If you feel it’s time for a
change or a second opinion, please stop by for a free portfolio
review,” McEwan said. “Ruffling the feathers of your
current advisor should be the least of your concerns. You’ve
worked hard for your money. We look forward to meeting
you.”
W5 Wealth Management is located at 525
Main Street, Safety Harbor (formerly Chantilly Cakes). Call
727-462-2555 or visit www.W5Wealth.com.
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