We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
William joined Genesis Wealth Advisor Group in 2017, supporting Lynn Smeraldo in the Dunedin, FL office. William joined the firm after spending time in
Lynn Smeraldo has over 25 years of financial services experience with a niche in estate planning and municipal bond portfolio management. Lynn merged her practice with Genesis Advisor Group, LLC in 2016 after years of friendship and...
Scott Jones honed his retirement planning skills for over 9 years with Ameriprise Financial as a Financial Advisor and Advisor Coach prior to founding Jones & Associates Wealth Management in 2011. Jones & Associates rebranded to...
Susan brings her attention to detail to Genesis Wealth Advisor Group from her background in the mortgage industry. Joining the firm in 2017, Susan has quickly become both a client favorite with her nurturing personality and...