Lisa Clements

Jonathan Carter is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He works with clients to help develop strategies that address their short-, mid-, and long-term financial goals, including investing, retirement planning, and saving for unexpected events. He also connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Jonathan holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Tavares High School and an Associate's Degree from Lake Sumter State College.

Chad Burt serves as Vice President Private Wealth Management Advisor at Fidelity Investments, where he has been employed since 2000. He has held various roles within the company, including Wealth Management Advisor since 2016, Vice President Financial Planning Consultant from 2007 to 2016, and Financial Planning Consultant from 2000 to 2007. Prior to joining Fidelity Investments, he worked as an Investment Representative at American Century from 1997 to 2000. In his role as a Wealth Management Advisor, Chad Burt assists families in developing comprehensive and personalized wealth plans aimed at the growth, preservation, and transfer of their wealth across generations. He holds an insurance license in Arkansas. Outside of his professional responsibilities, Chad Burt coaches baseball and softball teams for his three children and spends time with his family both locally and on their farm. His personal interests include baseball, football, softball, outdoor adventures, family activities, and social events with friends.