We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.
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Request InformationMeet Our Team
Shelley Greenwood-Lafoe
Senior Financial Advisor
Email Address
shelley.greenwood-lafoe@wfafinet.comPhone Number
(941) 357-7448
Lisa Sheehan
Senior Registered Client Associate
Email Address
lisa.sheehan@wfafinet.comPhone Number
(941) 357-7448
Michele Patrone
Senior Client Associate
Email Address
michele.patrone@wfafinet.comPhone Number
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Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.