Pearson Financial Services

William Lord is a CFA® charterholder with 18 years of industry experience. He has been with Pearson Financial Services since 2007 and also serves as an estate administrator at the Law Office of Kathleen Fowler. Pearson Financial Services works with individuals and families, including trusts and estates, providing asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach that integrates investment, tax, and estate planning, using primarily mutual funds and index ETFs with long-term portfolio management principles.

Bryan Bastoni is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Pearson Financial Services since 1999 and has been with Purshe Kaplan Sterling Investments since 2005. Based in Venice, FL, he provides financial planning services through his long tenure at these firms. Pearson Financial Services works with individuals and families, including trusts and higher-net-worth households, providing asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily using mutual funds and index ETFs, with portfolio changes requiring client approval.

Coral Murphy is a financial advisor at Pearson Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pearson Financial Services since 1996. Outside of her advisory role, she is a partner in Chase Garden Creek, LLC, a rental property management business. Pearson Financial Services serves individuals and families, including trusts and estates, offering asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily using mutual funds and index ETFs, with portfolio changes requiring client approval.

Kathleen Fowler is a financial advisor at Pearson Financial Services with 19 years of industry experience. She holds a Series 65 designation and has been affiliated with Pearson Financial Services since 2006. In addition to her advisory role, she operates the Law Offices of Kathleen Fowler, combining legal and financial expertise. Pearson Financial Services serves individuals and families, including trusts and estates, offering asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily utilizing mutual funds and index ETFs within a long-term, Modern Portfolio Theory framework.

Christopher Dupee is a financial advisor at Pearson Financial Services with 22 years of industry experience. He has held roles at Pearson Financial since 2009 and previously worked at Purshe Kaplan Sterling Investments for 13 years. In addition to his advisory work, Dupee is a CPA providing accounting, tax review, and compiled financial statement services at Sanders Walsh & Eaton. Pearson Financial Services serves individuals and families, including trusts, estates, and higher-net-worth households, offering asset allocation, portfolio monitoring, and comprehensive financial planning. The firm employs a team-based approach integrating investment, tax, and estate planning, primarily using mutual funds and index ETFs, with portfolio changes made only after client approval.