FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

Here at AETFS we take a team approach to helping our clients achieve their wealth management goals.  A team approach allows us to provide a truly holistic wealth management.  It enables us to respond quickly and effectively to any questions or concerns you may have, so we can be proficient in serving our clients.

 
Laura Simpson

Laura Simpson

Special Projects Manager

(352) 592-9833

(352)592-9832

Nathan  Harvey

Nathan Harvey

Business Solutions Manager

(352)592-9833

(352)592-9832

Virginia Williams

Virginia Williams

Front End Coordinator

(352)592-9833

(352)592-9832

Rachel Tate

Rachel Tate

Client Services Manager

(352)592-9833

(352)592-9832