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Jose Sierra
Financial Advisor
As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. Before entering the financial services industry, I graduated from Florida with a degree in Business Management and worked as a Retail Store Manager with T-Mobile USA, Branch Manager with Bank of America, and Financial Advisor with Merrill Lynch. Now a Financial Advisor with the Carillon Naples office of Wells Fargo Advisors, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. And my commitment doesn't end there. Away from the office, I also enjoy boating and fishing with my friends and family. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
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