At Fazio Asset Management, I believe that wealth isn't just about the performance of your portfolio - it is about how you live your life and the personally meaningful goals you want to achieve. This could be for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. I draw upon investment insights of Wells Fargo Advisors Financial Network and can offer access to Wells Fargo's affiliate products and services to help unlock potential opportunities tailored to clients' needs. Starting with your life priorities as a foundation, I can recommend a wide variety of investment solutions to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you - not the market - at the center of all that I do.

Before entering the financial services industry, I graduated from Merrimack College with a Bachelor's degree in Finance and accounting in 1996. Continuing with my education in the finance field I obtained my CERTIFIED FINANCIAL PLANNER® certification in 2005 and my Qualified Plan Financial Consultant certification in 2023. I was a 2024 Five Star Wealth Manager award winner. My 20+ years of experience has led me to Wells Fargo Advisors Financial Network in Ponte Vedra Beach, Florida. Prior to my current role, I worked at Wells Fargo Advisors and was a Financial Consultant for AG Edwards (a predecessor firm of Wells Fargo Advisors), Morgan Stanley and Putnam Investments.

Meredith, my wife, and I moved from Sarasota, Florida to Ponte Vedra Beach, Florida where we both enjoy being involved in the community with our two young daughters, Stella and Lucy.

The Five Star Wealth Manager award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 756 Sarasota-area wealth managers were considered for the award; 68 (9% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.