Advisor at ILG Private Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ILG Private Wealth, Inc.
Location
Celebration, FL 34747
Credentials
Series 63
Industry experience
9 years
Pension consulting plans: $2,500 to $25,000; Financial plans: $2,500 to $25,000
Maximum annual fee of 2.75% on all assets under management
Pension consulting services: $300 to $500 per hour; Financial planning services: $150 to $500 per hour, or as otherwise negotiated
ILG Private Wealth, Inc.
2018 - Present (8 years)
Horter Investment Management LLC
2016 - 2017 (1 year)
Penn Mutual Life Insurance Company
2014 - 2019 (5 years)
The Iannucci Law Group, PC
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Orlando, FL
Edward Jones
CFP®, Series 66
St Cloud, FL
Edward Jones
Series 66
Kissimmee, FL
Edward Jones
Series 66
Kissimmee, FL
Edward Jones
Series 63, Series 65
Orlando, FL
Merrill
John Beavers is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with business owners, corporate executives, and affluent families to develop and implement personalized wealth management plans. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and personal retirement planning. John began his financial advising career in 1998 and joined Merrill and its predecessor firm Banc of America Investments in 2002. He has an extensive background in customized client investment portfolios, budgeting, cash flow analysis, wealth transfer strategies, fixed income portfolios for income, retirement planning, and cash management and lending through Bank of America, N.A. He holds a Bachelor’s degree and an M.B.A. from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. John resides in Orlando with his wife Natalie and their two children. He is active in the local community and volunteers across several organizations. Outside of work, he enjoys golfing, skiing, traveling, and spending time with his family.
Series 66
Orlando, FL
Merrill
Kevin Adam is a Wealth Management Advisor with Merrill Lynch Wealth Management, based at the Windermere Private Wealth Management office in Orlando, Florida. He specializes in portfolio management, investment analysis, family wealth management strategies, and tax minimization for his clients. Kevin has been with Merrill since joining the 2017 AFADP class and contributes his expertise to assisting both his team and clients. Kevin earned his bachelor's degree in finance from the University of Central Florida, graduating Summa Cum Laude. During college, he participated in the Merrill Financial Advisor Internship Program at two offices and completed an internship with the UCF Foundation, which manages the university’s endowment fund. He holds the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) credential. Born in Ft. Lauderdale and raised in São Paulo, Brazil, Kevin moved to Orlando at age fifteen and is fluent in English, Portuguese, and Spanish. Outside of work, he enjoys golfing, playing soccer, and spending time with his family. Kevin and his team were named to the 2024 Forbes "Best-in-State Wealth Management Teams" list.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")