Walser Wealth Management Company, A Limited Liability Company

Charles Muzzo is a financial advisor at Walser Wealth Management Company with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Steward Partners and Wells Fargo. Outside of advisory work, he is also active as an independent insurance agent focused on life and annuities sales. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm employs a diversified, low-cost fund strategy with strategic asset allocation and tactical adjustments, incorporating unaffiliated sub-advisers and managed-account programs as part of its investment approach.

Nathan Gaubatz is a CFP® with eight years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company. His prior experience includes roles at Fidelity Investments, DWS Group, and Edward Jones. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm employs a diversified, low-cost fund investment approach combined with tactical asset allocation and the use of unaffiliated sub-advisers and managed-account programs.

Gabriel Jung is a financial advisor at Walser Wealth Management Company with three years of industry experience. He holds a Series 65 designation and previously worked at WaterStone Investment Counsel, Royal United Mortgage, and Keurig/Dr. Pepper. In addition to his advisory role, he is an independent insurance agent specializing in life and annuities insurance. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation supported by academic research, incorporating tactical adjustments and third-party managers as part of its investment approach.

Carson Wolf is a financial advisor at Walser Wealth Management Company with two years of industry experience. He holds a Series 65 designation. His prior work includes roles at Precision Marine and Castaway Customs. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm’s investment approach focuses on diversified, low-cost fund exposures with strategic asset allocation informed by academic research, supplemented by tactical adjustments and use of unaffiliated sub-advisers.

Justin Elliott is a CFP® with 11 years of industry experience. He is currently with Walser Wealth Management Company and previously worked at Alerity Financial Group, LLC and Beacon Asset Management. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation informed by academic research, using tactical adjustments and third-party managers as part of its investment approach.

Andrew Rodriguez is a financial advisor at Walser Wealth Management Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Morgan Stanley, and T. Rowe Price. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm employs a diversified, low-cost fund strategy combined with tactical asset allocation and utilizes third-party managers as part of its portfolio implementation and oversight.

Matthew Muller II is a financial advisor at Walser Wealth Management Company with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, Fisher Investments, Raymond James & Associates, and in athletic and academic roles at the University of Tulsa and Florida State University. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation informed by academic research, with tactical asset-allocation adjustments and use of third-party managers as part of its investment approach.

Russell Becker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Walser Wealth Management Company, LLC. His prior experience includes roles at Fisher Investments and The Vanguard Group. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm’s investment approach combines diversified, low-cost fund exposures with strategic and tactical asset allocation, incorporating third-party managers as part of its implementation and oversight.

Shannon Stophel is a financial advisor at Walser Wealth Management Company with five years of industry experience. She holds a Series 65 designation and previously worked at Robert Half Technology and the University of South Florida. In addition to her advisory role, she is an independent insurance agent specializing in life and health insurance sales. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation guided by academic research, incorporating tactical adjustments and third-party managers as part of its investment approach.

Brian Murphy is a CFP® certificant and holds a Series 66 license with four years of industry experience. He currently works at Walser Wealth Management Company and has prior experience at Sabal Trust Company, Northbridge Financial Group, LPL Financial, and Northwestern Mutual. Before entering the financial industry, he held positions in the hospitality sector. Walser Wealth Management Company provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm employs a diversified, low-cost fund approach combined with strategic and tactical asset allocation, utilizing unaffiliated sub-advisers and managed-account programs as part of its portfolio management process.

Rebecca Walser is a financial advisor with Walser Wealth Management Company in Tampa, FL, holding a Series 65 license and 10 years of industry experience. She has worked at Walser Capital Group since 2016 and Walser Wealth Management since 2015. In addition to her advisory role, she is a licensed attorney dedicating a portion of her time to legal practice. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation informed by academic research, combining a predominantly passive investment approach with tactical asset-allocation adjustments and the use of unaffiliated sub-advisers and managed-account programs.

Trevor Mann is a financial advisor at Walser Wealth Management Company with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, 360 Wealth & Benefits, Principal Life Insurance Company, and other firms. Mann is also licensed to sell life and annuity insurance in Tampa, FL. Walser Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate clients. The firm emphasizes diversified, low-cost fund exposures and strategic asset allocation informed by academic research, incorporating tactical asset-allocation adjustments and the use of unaffiliated sub-advisers and managed-account programs.