New Wealth Manager In Florida

Robbie Lawther

3 August 2018

A new independent registered investment advisor has launched in Punta Gorda, Florida.

Landsberg Bennett Private Wealth Management will offer customized investment and wealth management services, including financial planning and retirement income planning solutions, to help individuals, families and businesses reach their financial goals.

The team is led by Michael Landsberg, partner and chief investment officer; Lew Bennett, partner; and Anthony Dubbaneh, partner.

Joining Landsberg, Bennett and Dubbaneh are Faiza Kedir, director of business development; Debra Cooper, chief compliance officer; Flor E. Mendoza, financial advisor; Adrienne Moore, planning associate; Lindsay Decker, administrative assistant; and Tommy Williamson, portfolio analyst.

Prior to launching as an independent RIA, the team operated through Wells Fargo FiNet, the independent contractor division of Wells Fargo. Prior to Wells Fargo, the team met while employed as advisors at Merrill Lynch.