Affluent families typically have complex financial planning needs that need an experienced financial advisor. Uhler Vertich White Advisors specializes in maintaining and investing family wealth for current and future generations tailored for you. You’ve worked hard for your success – we can help you make the most of it.
At Uhler Vertich White Advisors, we understand the many decisions that accompany significant portfolios. We work closely with you to prepare for the years ahead by developing and implementing a plan for asset diversification, trusts, estate plans, investments and retirement.
Our practice is limited to a select number of clients, so that every client—and every family member—receives the personalized attention they deserve.
Our Services
Financial Planning
You’ve achieved financial freedom, so what’s next? Financial planning can help enable you to make the most of your wealth. You can go into retirement with confidence and excitement.
Investment Management
What defines a good investment? Everything. There’s no one perfect investment, but there are several suitable ones – each defined by their goals.
Specialized Services
We understand the many decisions that accompany significant portfolios. With our team of experienced wealth managers and CERTIFIED FINANCIAL PLANNER® professionals, we provide tailored wealth management solutions with unwavering care.
MEET THE TEAM
Our CFP Advisors &
Wealth Management Team
J. Corey Vertich
CFP®
J. Corey Vertich
CFP®
Corey Vertich is a registered Investment Adviser Representative of the firm with the Securities and Exchange Commission, holds the FINRA Series 7, Series 6 and Series 63 licenses and is securities licensed in 23 states. He is also licensed by the State of Florida Department of Insurance for Life, Variable Annuity and Health insurance. Corey was named among Forbes’ Best-In-State Wealth Advisors in 2020 and 2021.*
Corey entered the financial services industry in 1989 and achieved CERTIFIED FINANCIAL PLANNER® status in 1994. He served as President of the Institute of Certified Financial Planners of Southwest Florida from 1997 to 1999.
Long active in the Boy Scouts of America, Corey is an Eagle Scout and life member of the National Eagle Scout Association and is on the Eagle Board of Review for the Southwest Florida Council. Corey also serves as Treasurer of the Southwest Florida Symphony Orchestra Endowment Foundation board and is 2021 Campaign Co-Chair of the United Way of Lee, Hendry, Glades and Okeechobee Counties.
Corey is a cum laude graduate of Barry University School of Business in Miami. His interests include fishing and boating, international and domestic travel, music, food and wine.
Check the background of this investment professional on FINRA’s BrokerCheck
A. Scott White
CFP®
A. Scott White
CFP®, ChFC®, CLU®, MBA
Your family’s estate, trust, tax, and wealth management needs require a financial advisor who has specialized training, certifications and experience. Scott White helps families with significant net worth develop estate and financial plans.
Scott’s extensive professional credentials include:
- CERTIFIED FINANCIAL PLANNER ® (CFP®); Certified Financial Planner Board of Standards, Denver, Colorado – 1998
- Chartered Financial Consultant® (ChFC®); The American College, Bryn Mawr, Pennsylvania – 1992
- Chartered Life Underwriter® (CLU®); The American College, Bryn Mawr, Pennsylvania – 1991
- Master of Business Administration (MBA); University of Arkansas, Fayetteville, Arkansas – 1986
- Bachelor of Arts (BA); University of Arkansas, Fayetteville, Arkansas – 1984
- Member, Beta Gamma Sigma international business student honor society
- Member, Phi Alpha Theta honor society
Since 2006, and many years thereafter, Scott has qualified for the Raymond James Financial Services Executive Council, out of more than 3,200 Raymond James Financial Services advisors nationwide. Membership is based mainly on prior fiscal year production and requalification is required annually.
Interviewed by The Wall Street Journal on utilizing charitable giving within a financial plan, Scott is past president of the. Financial Planning Association Southwest Florida Chapter. He is past president of the Southwest Florida Chapter of the American Society of Financial Service Professionals, past president of the Estate Planning Council of Lee County, and founding president of the Planned Giving Council of Lee County. He served on the National Committee on Planned Giving’s Leave a Legacy committee. He has been featured in the media and his articles have appeared in several print and online journals.
Scott and his wife, Adriana, have two grown children. They live in Fort Myers, where Scott is an active community volunteer. He is a former board member of Hope Clubhouse of Southwest Florida, a member of the board for the United Way of Lee County, and an Emeritus Board member for the Collaboratory formerly the Southwest Florida Community Foundation. Scott is also the past treasurer and an active member of the Fort Myers Rotary Club. The American Red Cross of Lee County honored Scott with its 2009 Legacy Award in for his contributions in promoting and facilitating charitable giving in the Lee County community.
Check the background of this investment professional on FINRA’s BrokerCheck
Shane A. Carrier
CFP®
Shane Carrier
CFP®
Shane Carrier is a CERTIFIED FINANCIAL PLANNER® with a passion for helping clients achieve financial independence. Originally from Southern California, Shane brings a special perspective to his work, combining his expertise in finance with a background as a professional baseball player for the Minnesota Twins organization. Shane’s journey in the financial services industry began after graduating magna cum laude with a BBA degree from the Jones College of Business at Middle Tennessee State University. As a financial planner, Shane prioritizes building strong relationships with his clients, understanding their individual goals, and providing tailored financial solutions to meet their needs.
In addition to his comprehensive financial planning services, Shane has also worked as an advisor for professional athletes, leveraging his unique experiences and insights to address their specific financial needs. His analytical skills and attention to detail ensure that every aspect of his clients’ financial well-being is carefully considered. Shane is deeply committed to his community, actively participating as a member of the Fort Myers Rotary Club, and serving as the Treasurer for Hope Clubhouse of Southwest Florida. Beyond his professional life, Shane finds joy in exploring the outdoors. Whether it’s relaxing at the beach, fishing in serene waters, or indulging in his culinary skills, he appreciates the balance that these activities bring to his life. Above all, spending quality time with his wife, Katie, is a cherished priority for Shane.
Check the background of this investment professional on FINRA’s BrokerCheck
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News & Highlights
Special Needs Financial Planning: Because Their Whole Life Deserves a Whole Plan
How to build a team, protect essential benefits, and create a plan that gives your family confidence about the future By Corey Vertich, Uhler...
Estate Planning Conversations, Part 2: Preparing Heirs, Not Just Inheritances
The most important thing you leave behind isn't the money. It's whether the people you love are ready to receive it. By Corey Vertich, Uhler...
Estate Planning Conversations, Part 1: What Impact Do You Want to Have?
Why the most important work happens before an attorney gets involved By Corey Vertich, Uhler Vertich White Advisors Estate planning is...