Wise Wealth Advisors

Branch Team

Libby Romack, CFP® - Managing Director – Investments and Branch Manager
Kathleen Duncan, AAMS® - Vice President – Investments
Nicole Brusher - Associate Vice President – Investments
Tammy Butts - Financial Client Associate
Andrea Ehle - Registered Financial Client Associate
Elaine Smith - Receptionist/Financial Client Associate

OUR PROFESSIONAL APPROACH

Wise Wealth Advisors of Benjamin F. Edwards is a team of professionals committed to placing our client’s needs first. Our mission is to provide personalized strategies and solutions to our clients in this ever changing financial world. We take a holistic approach, identifying the unique goals, resources, and needs that apply to the person—not the demographic.

Each Team member—Libby Romack, Kathleen Duncan, and Nicole Brusher —brings specialized resources to the experience so that all aspects of wealth management can be addressed. Our process starts with a detailed discussion of where a person may be now, where they want to be in the future, and what we can do to assist them to get there.

Areas of concentration:

  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Insurance Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Management

Location

Address:
2585 Huntcliff Ln
Panama City, FL 32405

Phone: 850-769-7053
Toll Free Phone: 855-769-7053