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.
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
Every year since 2006, 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.1
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 is frequently 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 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.
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 fiduciary, Shane prioritizes building strong relationships with his clients, understanding their individual goals, and providing tailored financial solutions to meet their needs.
With a focus on comprehensive financial planning, Shane guides his clients through the intricacies of investment strategies, retirement planning, estate planning, and risk management. His analytical skills and attention to detail ensure that every aspect of his clients’ financial well-being is carefully considered.
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 fiancée, Katie, is a cherished priority for Shane.
Raymond James is not affiliated with any of the above-named external organizations.
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
1The Executive Council ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
CFP Board owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the United States. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
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