FORT MYERS, Fla. (March 4, 2025) – Uhler Vertich White Advisors hosted clients for “The Experts Speak,” its annual program that features financial authorities presenting information about timely topics. This year’s expert, Pranav Jaiswal, director of private client portfolio management at Brandes Investment Partners, presented on the benefits of exploring global investment opportunities.
“This annual event not only educates our clients on investing but also gives them the opportunity to engage with the experts overseeing their portfolios,” said Bryan Fiore, chief operating officer and branch manager of Uhler Vertich White Advisors.
With over 26 years at Brandes Investment Partners, Jaiswal is a seasoned portfolio manager with extensive experience in the investment management industry. He has a Bachelor of Business Administration in Finance and Financial Management Services from Texas A&M University. His deep industry knowledge and analytical approach have made him an expert in navigating global markets and delivering strategic investment solutions.
Uhler Vertich White Advisors, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisers assist families in becoming and remaining financially independent with comprehensive plans designed to maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. Securities are offered through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more about the team, located at 1510 Royal Palm Square Blvd. #103 in Fort Myers, visit www.uvwadvisors.com or call 239-936-6300.
Investment advisory services are offered through Uhler Vertich White Advisors. Uhler Vertich White Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.