Cornerstone Private Advisors, LLC
Ed Bamberg, CFP, ChFC
Stephen T. Salis
4320 2nd Square SW
Vero Beach, FL 32968
Phone: 772-564-2886
ebamberg@cornerpa.com
ssalis@cornerpa.com
Dixie L. Powell, CPA, CFP,
Qualified Kingdom Advisor
2770 Indian River Blvd., Suite 311
Vero Beach, FL 32960
Phone: 772-778-8006
dixie@DixieCPA.com
www.DixieCPA.com
Please visit our website to read about: 1) Our Services and Resources; 2) Some Unique but Truthful Components of Rock Solid Planning; 3) How the Hurricane Ike Story affects you; 4) Words of Encouragement/Quotes; 5) More to read.
Professional Insurance Advisors
1875 43rd Avenue
Vero Beach, FL 32960
Phone: 772-567-7774
Fax: 772-567-0166
Cell: 772-633-2477
Robin Yencho
yenchor2@nationwide.com
Offering insurance and financial services.
Primerica Financial Services
West Office
A member of Citigroup
9035 Americana Road Suite 14
Vero Beach, FL 32966
Phone: 772-569-9838
Fax: 772-257-0061
Cell: 772-633-1003
Gary & Mary Ryan
JFG9202@primerica.com
www.primerica.com/garyryan
Our mission is to help middle income families become properly protected, debt free, and financially secure by helping them make better educated financial decisions. Primerica offers a complimentary financial Needs Analysis which shows you where your finances stand today and what you need to do to prepare for tomorrow.
Trent Leyda/Morgan Stanley
Trent Leyda, Vice President/Financial Advisor
3525 Ocean Drive
Vero Beach, FL 32963
Phone: 772-234-1805
Fax: 772-234-1858
trent.leyda@morganstanley.com
Vincent J. Celano, CFP®
Financial Advisor
Wells Fargo Advisors, LLC
3545 Ocean Drive
Vero Beach, FL 32963
Phone: 772-231-9200
Fax: 772-231-5938
vincent.celano@wellsfargoadvisors.com
www.home.wellsfargoadvisors.com/vincent.celano
The Nelson Wealth Management Group
Tom Nelson, 
First Vice President - Investments
Merrill Lynch
660 Beachland Blvd. #101
Vero Beach FL 32963
Phone: 772-231-9044
Toll Free: 1-877-231-9044
Fax: 772-905-3059
thomas_nelson@ml.com
www.fa.ml.com/thomas_nelson
Offering investments and financial planning with a combined 50 years of experience.
Joan M. Paquette, CPA, PA
Joan M. Paquette, CPA, PFS, MBA, CSEP
2770 Indian River Blvd., Suite 301
Vero Beach FL 32960
Phone: 772-778-1922
Fax: 772-778-0867
Cell: 772-532-3267
joan@verocpa.com
www.verocpa.com
We provide solutions. Get so much more than just a tax return with our holistic approach to your financial health and well-being. We offer accounting, financial, and tax services for individuals and businesses. Visit our website at verocpa.com to learn more.
