Bountiful Investment Management LLC

Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Bountiful since 2015. Rezendes also serves as a regional director at Euclid Financial Services, where he is involved in insurance and fixed product planning. Bountiful Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a largely non-discretionary investment approach, working with third-party sub-advisers and offering modular and hourly planning engagements.

Joshua Wells is a financial advisor with Bountiful Investment Management LLC in Rumford, RI, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Bountiful since 2015 and also operates Euclid Financial Services LLC, where he brokers insurance products for clients. Bountiful Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, utilizing third-party sub-advisers and offering modular and hourly planning engagements. The firm employs a mix of fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, typically managing client portfolios on a largely non-discretionary basis.

Michael Ferrie is a financial advisor at Bountiful Investment Management LLC with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Bountiful, Ferrie held roles at AE Wealth Management, Massey and Associates, Equitable Advisors, Citizens Bank, and has experience outside finance including work at Saint Joseph's College of Maine and TJ Maxx. Bountiful Investment Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a largely non-discretionary model, utilizing third-party sub-advisers for portfolio management and offering modular financial planning, with an investment approach that incorporates fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.