Managing Director
Mr. Keller is the President of FAC Wealth Management, LLC and has been assisting affluent investors for over 20 years. Mr. Keller started his career in 1986 with Florida's largest risk management firm specializing in the retireeLearn more about Brant M. Keller, CFP®, AIF®, CEP®!
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®!
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 advisor with 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!
Glenn A. Ambach,CFA®
Vice President, Wealth Management
Mr. Ambach brings over 10 years experience in the financial services industry to FAC. In his primary role with FAC, we utilize his expertise to maintain superior client relationships with our current clientele base. In addition, his... Learn more about Glenn A. Ambach,CFA®!
Danielle Dion
Office Manager
Ms. Dion heads the administrative department at FAC Wealth Management, LLC. Her primary responsibilities include public relations, maintaining and improving administrative efficiency, and quality control. She will also assist the chief compliance Learn more about Danielle Dion!
Donna Keller
Vice President & Chief Compliance Officer
Mrs. Keller is the Chief Compliance Officer and "quality control" manager for the operations of the financial advisory practice. Her duties include database management, compliance operations, and overseeing the staff of FAC Wealth Management, LLC. Learn more about Donna Keller!
Alisha Baptiste
Portfolio Analyst
Alisha handles all aspects of office administration including: new account paperwork administration, maintaining our client database, aiding in the preparation for SEC/NASD examinations, and assisting in quality control. Prior to joining FAC, Learn more about Alisha Baptiste!
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!
Subscribe to our FREE e-newsletter!
Get the latest FAC Wealth Management, LLC announcements and financial news here. All you have to do is sign up!
