Chief Executive Officer
Mr. Baker is the Chief Executive Officer of FAC Wealth Management; Mr. Baker has 35 years of wealth management and financial services experience. He is the founder of Mesa Holdings, Inc., a consortium of SEC Registered Investment Advisor Firms that collectively manage in excess of $1.5 billion.Learn more about L. Edward Baker, MBA, CTFA®!
Steven T. Merkel, CFP®, ChFC®
Sr. Vice President, Wealth Management
Mr. Merkel has over 14 years of experience in private wealth management, estate planning, risk management, tax strategies, and personal financial planning. Prior to joining FAC Wealth Management, LLC, Steve was a Sr. Financial Advisor & Chief Learn more about Steven T. Merkel, CFP®, ChFC®!
Christopher J. Reedy, MBA
Executive Vice President & Chief Compliance Officer
Chris is a veteran executive business manager with 20 years of experience, the most recent 6 years in the wealth management industry. As Executive Vice President/CCO for FAC Wealth Management, Chris oversees all aspects of business process and Learn more about Christopher J. Reedy, MBA!
David N. Smith, CFP®, ChFC, CLU®.
Sr. Vice President & Director, Wealth Management
Mr. Smith is the Director of the Miami branch of FAC Wealth Management; David has 25 years of experience within the wealth management arena. His primary clientele base was small business owners and successful individuals. As his practice grew, so Learn more about David N. Smith, CFP®, ChFC, CLU®!
Peter E. Boyack
Sr. Vice President, Wealth Management
Peter Boyack has 16 years experience providing tailored financial solutions and investment management to high-net worth clients. Peter spent the first 10 years of his career in the Private Client Group at Fidelity Investments in Utah, New Hampshire, and Naples, Florida. Learn more about Peter Boyack !
John W. Steakley, Jr., CFP®, CRPS®
Sr. Vice President & Director, Wealth Management
John Steakley is Director of the Fort Myers office of FAC Wealth Management. John spent the first 17 years of his career as a banker serving the financial needs of businesses and private clients in Southwest Florida. He joined the Fort Myers office of Smith Barney/Citigroup in 2001 and for 8 years as a financial... Learn more about John W. Steakley, Jr., CFP®, CRPS®!
Amaury Cifuentes, CFP®
Sr. Vice President & Director, Wealth Management
Mr. Amaury Cifuentes is Sr. Vice President and Director of FAC Wealth Management’s Hollywood office. Amaury provides wealth management services to a diverse client base of families and individuals, in addition to specializing in working with Physicians. Learn more about Amaury Cifuentes!
Trish McCall
Office Manager
Trish McCall is Office Manager of the Naples office, handling day-to-day administrative operations. Prior to joining FAC, Trish spent most of her adult life owning and operating several small businesses and spent several years in the wealth management industry... Learn more about Trish McCall!
Tracey Gray
Administrative Assistant
Tracey handles new account paperwork administration in the Miami office. Before joining the Miami office in 2005, Tracey worked for a major international corporation in Miami for more than 20 years and spent a few years working at the University of Miami. Learn more about Tracey Gray!
Beverley Grant
Administrative Assistant
Beverley assists administratively within the estate planning, retirement and tax planning aspects of the practice. Learn more about Beverley Grant!
Probable Future Federal Tax Shock
James P. Carroll MBA, RFC®
Anyone who looks at projections for the federal deficit simply cannot ignore the.... CONTINUE>>
Aftermath of the Market Explosion
by Steven T. Merkel, CFP®, ChFC
For the five year period 2003 thru 2007, the S&P 500 averaged slightly over a 13 %... CONTINUE>>
Physician Asset Protection Alternative
By Amaury S. Cifuentes, CFP®
Did you know?
58,565 non-federal physicians in the State of Florida as of December 31, 2007 and .... CONTINUE>>
Medicare and the Supplements
by John W. Steakley, Jr., CFP®, CRPS®
Medicare is an essential part of every senior’s health planning, but it was never intended CONTINUE>>
Benchmarks "A Useful Tool for Every Investor"
by Scott R. Schatzle, CFP®
An investment benchmark is an instrument used by investors to measure... CONTINUE>>
Tips in Financing a Mortgage
by Amaury S. Cifuentes, CFP®
Today’s mortgage market condition has produced one of the best opportunities... CONTINUE>>
The Nuts and Bolts on FDIC and SIPC
by Steven T. Merkel, CFP®, ChFC
I first remember hearing about FDIC insurance over 16 years ago, back when I entered… CONTINUE>>
The Upper Hand on College Funding
by Steven T. Merkel, CFP®, ChFC
Perhaps, one of the greatest gifts you could ever give your child or... CONTINUE>>
