Advisors at this firm
Samuel C
Series 66
Sarasota, FL
Integrity Wealth Management
Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.
Timothy P
Series 66
Sarasota, FL
Integrity Wealth Management
Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Seacrest Wealth Management, Cambridge Investment Research Advisors, Voya Financial Advisors, and Gremler Financial Group. Integrity Wealth Management provides personalized investment advice and portfolio management to individual and high-net-worth clients, managing approximately $66.3 million in assets across about 199 client relationships. The firm primarily recommends exchange-traded funds and operates on a non-discretionary basis, requiring client approval before executing trades and typically reviewing accounts quarterly.
Norman M
ChFC®, Series 63, Series 66
Sarasota, FL
Integrity Wealth Management
Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 63 and 66 licenses. He has eight years of industry experience, including roles at Sequent Financial, OSAIC Wealth, Ameriprise Financial Services, and Mutual of Omaha Investor Services. Outside of advising, he is also an insurance agent with Per Vitam Insurance Services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes non-discretionary management focused on exchange-traded funds and coordinates with other professionals on estate and retirement planning.
Massimo T
Series 65
Sarasota, FL
Integrity Wealth Management
Massimo Teresi is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 65 designation with one year of industry experience. Before joining Integrity Wealth Management in 2025, he worked at Swan Retirement Strategies and has experience in both the financial and retail sectors. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm focuses on non-discretionary management, mainly recommending exchange-traded funds, and integrates insurance services through its licensed agency affiliation.