Investment Adviser Representative
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Investment Adviser Representative
Investment Adviser Representative
Investment Adviser Representative
Investment Adviser Representative
Member
BSc (Hons) ACSI RICP®
Investment Adviser Representative
Investment Adviser Representative
Investment Adviser Representative
RICP® Chartered MSCI
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Alexander Peter Wealth Management
Investment Adviser Representative
Marketing as Stadler Retirement
Member
Chief Compliance Officer
Investment Adviser Representative
Dawn has been in the financial services industry for over 20 years. She has worked in many facets of the securities industry including a retail financial planning office, broker/dealer, investment adviser and has owned her own business. The various experiences she believes has given her a well-rounded career and diverse experiences. She holds Series 7, 24, 63 and 65 securities licenses, is a licensed agent to advise on life insurance solutions through Amerity Financial, LLC. and has completed the study programs for the CFP designation. Additionally, she has a paralegal diploma and a B.S. in Business Administration graduating Magna Cum Laude.
She is a Senior Member with the Civil Air Patrol and active in her church. She understands the importance of safety and security when it comes to retirement and looks forward to being able to educate you, answer your questions and address your concerns.
Member
Nathan has been in the financial services industry for 25 years. After graduating University in the UK, he has worked in Malaysia, Germany, Switzerland building and managing teams of advisors for Wealth Management companies. Now firmly settled in the US, Nathan is focusing on helping Amerity Wealth Management build and grow its business in holistic advice for clients across the US. He holds a Series 65 investment advisory representative licensed and has attained the Retirement Income Certified Professional (RICP) designation. He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC and has several more qualifications in the UK focusing on pensions and management of client assets.
Nathan is engaged to Vanessa and together they manage their growing four-legged family of 3 dogs, 2 cats and 2 horses. When he has spare time Nathan plays Golf, Skis and is a keen NFL fan despite being a Brit who is supposed to prefer soccer.
Simon has worked in the financial services industry for 30 years. He spent over 20 years in the investment banking industry, based in London and Dubai. During that time, he headed regional Debt Capital Market teams for such global institutions as HSBC, Credit Agricole and BNP Paribas.
Around 10 years ago he changed career to the Financial Advisory industry and has enjoyed the diversity of clients and situations that this job brings. He focuses on providing a holistic advisory service, so that clients can have access to the widest range of solutions. He attained his US Series 65 investment adviser representative license to advise US nationals while in Dubai, and initially looked after Americans in the Arabian Gulf region, before eventually relocating to the US.
In addition to the Series 65, he has attained the Retirement Income Certified Professional (RICP) designation. He is a licensed agent to advise on life insurance solutions through Amerity Financial LLC. In addition, he is a Chartered Member of the Chartered Institute for Securities and Investments (UK) and is an Associate Member of the Chartered Insurance Institute (UK).
Simon holds an MA from the University of Oxford and a Postgraduate Diploma from the London School of Economics.
Timothy is a licensed Investment Adviser Representative who works with a diverse array of clients across multiple jurisdictions, being himself a European resident and an Investment Advisory representative in the United States.
Key areas of financial advisory services that he specializes in include investments, retirement planning, risk management. As such he has a well-rounded understanding of different areas of financial planning and designing solutions to help clients towards reaching their needs and objectives.
To stay at the forefront of the ever-changing financial landscape, he continues to invest time and effort in professional development. He is an active member of the CFA institute in Portugal and is currently working toward passing the CFA program. Additionally, he actively engages in seminars, workshops, and conferences, ensuring that he stays updated on the latest trends and best practices.
Timothy lives permanently in Portugal with his wife having moved there in 2021. In his spare time, he enjoys staying active, learning Portuguese, and enjoying the warmer climate in one of Europe’s most attractive destinations.
With over two decades of financial services experience, Gil is a seasoned professional who in the past has managed over $500 million in assets under management during his time at Merrill Lynch. Holding a diverse range of licenses, including Series 7, 63, 65, 2-15 Life, Health, and Annuities, and 2-20 Property and Casualty Insurance, He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. Gil is deeply committed to his clients' financial well-being and aiming to create a brighter future for generations to come.
Gil understands the importance of balance in life and has been happily married for 15 years and a proud father of two, his family being the driving force behind his dedication to securing their financial future.
In his spare time Gil is not just an advisory representative but also a competitive golfer with a zero handicap. He enjoys bonding with clients on the golf course, were business and leisure blend seamlessly. South Florida has been Gil's home for the past two decades, providing him with ample opportunities for golf, boating, snorkeling, and enjoying the beautiful Florida outdoors, he's also an accomplished musician, playing the piano and guitar.
With over a decade in financial services, Lance has observed the profound impact of proactive retirement planning along with the adverse outcomes that procrastination can bring to this pivotal endeavor. He draws a parallel, noting, "Just like being proactive with the maintenance of a fighter jet, or a car, being proactive in retirement planning can identify problems before they arise and help to increase the effectiveness of your plan." Lance also notes that, “Having issues arise mid-flight, or in retirement, due to something that should have been addressed prior could be something you just can’t afford.”
Lance holds the Series 65 investment advisory representative license, also holds licenses in life, health, and annuities. He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. Prior to joining Amerity, he played a significant role in aiding Fortune 500 employees during their retirement transition with a San Diego-based firm. Responsibilities included conducting nationwide seminars in cities like Houston, New York, San Francisco, and Los Angeles, along with hosting weekly nationwide conference calls.
As a U.S. Air Force veteran who served during Operation Iraqi Freedom as a "crew chief" on the F-15C Eagle, Lance sees retirement planning as essential for a smooth descent into the golden years, emphasizing the need for strategic calculations and foresight to minimize turbulence. We at Amerity Wealth Management thank you for your service.
On a personal note, Lance, happily married with two children and a dog, finds pleasure in supporting his son’s baseball, reading, attempting to master grilling, and spending time on or near the water.
Josh has spent his entire professional career in the financial services industry. He is a firm believer that Investing, and wealth management should not be about products or sales pitches. Rather, it should be a lifestyle that your advisor and you are committed to.
The commitment Josh has made to his industry has helped him understand the pros and cons of any investment and his experience has given him the ability to translate the sometimes-confusing language of investing and finance into a system that clients can understand.
Josh holds the Series 65 Investment Adviser Representative license. He also holds licenses in life and health insurance and variable annuities and is a licensed agent to advise on life insurance solutions through Amerity Financial, LLC.
Brian has more than 30 years of experience in benefits, finance, and financial services. Brian helps clients with retirement income, putting together custom strategies that take into account the individual client’s needs and subsequently monitoring the strategy through the years to ensure it is helping his clients work toward their long-term goals.
Brian holds Series 63 and 65 securities licenses. He also holds licenses in life and health insurance and variable annuities and is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. He holds a bachelor’s degree from the University of Florida.
Brian has experienced some of the best times in the market and also some of the worst, such as 1987 [when the S&P dropped 20 percent in a single day], the dotcom bubble and the 2008 financial crisis. Having been through these occurrences helps Brian educate people about risk and volatility — and how to deal with it.
Brian has deep roots in Polk County having lived in Florida his whole life. He is a member of the Heartland Church and has been married to his wife, Lisa, for 38 years and with three grown children, and a grandson, Landon. Some of Brians hobbies include golf and weight training.
Daniel has been in the financial Services industry for over 15 years and has lived and worked in the UK, Malta, Spain, Italy, Cape Verde and the USA, having worked in many facets of the sector. Living in and commuting to the US for the past 10 years he spends his time helping US and UK connected clients in key areas of financial advisory services including investments, retirement planning, risk management. As such he has a well-rounded understanding of different areas of financial planning and designing solutions to help clients reach their needs and objectives.
Daniel holds a Series 65 investment advisory representative license and is a licensed agent offering access to life insurance solutions through Amerity Financial, LLC.
In Daniel’s spare time he enjoys getting out and about walking with his 4-legged companion and enjoying cycling around south Florida on one of his fleet of recumbent bikes!
To stay at the forefront of the ever-changing financial landscape, he continues to invest time and effort in professional development and is currently studying for the retirement Income Certified Professional (RICP) designation. Additionally, he actively engages in seminars, workshops, and conferences, striving to stay updated on the latest trends and best practices.
Alex splits his time between Europe and the US and focuses his advice on US resident clients where he is licensed to provide investment advice via the SEC. He has obtained the following non-US certifications: CISI - Financial Planning & Advice, CISI - Investment, Risk and Taxation CISI - UK Regulation & Professional Integrity, CISI - Investment Advice.
Dave assists UK expatriates residing in the United States who are struggling with both the UK and US regulatory, currency, estate & current tax complexities.
As a former Broker in The City of London James has experience in dealing with high net worth clients and understands the importance of bespoke advice.
He has obtained the following non-US certifications: CISI - Associate, CISI - Financial Planning & Advice, CISI - Investment Advice, CISI – Paraplanning, CISI – Statement of Professional Standing.
Robin has focused on issues faced by British expats through personal experience of them in the US and also those faced by his dual-national son who lives in the UK.
He has obtained the following non-US certifications: CISI – Level 4 Diploma in Investment Advice, CISI – Level 4 Diploma in Investment Advice, CISI – Level 4 in Investment, Risk and Taxation, CISI – Level 4 in UK Regulation & Professional Integrity..
Chris is a Licensed Insurance Agent as well as a Licensed Investment Advisor who helps clients build their financial future by managing and developing their portfolios. Chris holds FINRA Licensing Series 7, 63, 66, 9, and 10.
Chris’ interest in finance began at a young age as he watched his father Joe in the industry. He saw the way Joe helped others as they successfully planned their retirement and the positive impact that he had on their lives. Chris knew that this would be a great opportunity to help those who are nearing or are in such a transitional period of life. Growing up in Orlando, Chris graduated from Dr. Phillips High school and stayed local as he went to the University of Central Florida. You will see him often in front of the TV or at games yelling for the Knights!
Rich Lives in South Tampa with his wife, Jill, their three children Alex, Cooper, Charley and two dogs Milo & Ziggy. Richard enjoys spending time with family, traveling, sports, and exploring the local restaurant scene, bringing the same passion for life to his work with clients. He graduated from Ohio State University and now has over 20 years of experience in the Financial Planning industry. He holds Series 65, 6, 63 and 55 licenses, along with a 2-15 Life, Health, and Annuity License.
He specializes in creating tailored financial plans, wealth management, and insurance strategies for physicians, medical professionals, retirees, business owners, and high-net-worth individuals. Rich understands the importance of safety and security when it comes to retirement and looks forward to being able to educate you, answer your questions and address your concerns.
Jason is a native Floridian, born in Gainesville and is married to Nadia, a physician, for 18-years, and they have three children: Maryam, Ayyub, and Moses.
In Jason’s spare time, he enjoys dabbling in the kitchen, cooking with his children, playing table tennis, and has started a working on a novel.
Jason attended the University of Florida, McGill University, and completed his education at the Florida Coastal School of Law. He currently has a Series 6, 63, 65, CLTC, and a Florida Bar License.
Over the last 15 years he has worked for Fortune 100 companies and two boutique-styled investment adviser firms. Jason provides a fiduciary-focused educational process through workshops and one-on-one sessions.
