I highly recommend Kenneth Scott Wingerter, who is VP with Charles Schwabb. Kenneth has been my financial consultant for many years and has consistently brought me increased portfolio value. I would recommend you give him a call and make your decision based on what you and Kenneth conclude about his ability to meet your needs. He will first have you and himself determine your investment personality....agressive, conservative, middle-of-the-road and the two of you will go from there.
He's damned good:
Kenneth S. Wingerter
Vice President
Financial Advisor
NMLS# 2161893
Morgan Stanley Wealth Management
8889 Pelican Bay Blvd., Ste. 300 l Naples, FL 34108
Direct 239.449.7830
eFax 239.449.7850
Ken.Wingerter@morganstanley.com