Pelican Wealth Advisors

Bonita Springs investment firm, Pelican Wealth Advisors, LLC announces a merger with investment firm Medley Advisory. Gary Medley, CFP now serves as the Chief Investment Officer for Pelican Wealth Advisors.

Emmy award winning Director John Biffar has a new documentary film in the works, “In Search of Mary...Two Sinners on a Mission.” The film explores claims of spontaneous healings and apparitions of the Virgin Mary to visionaries around the world.

Naples Investors, Pelican Wealth Advisors, LLC, is hosting a free “How to Protect Your Assets with Life Care Planning” Workshop on Tuesday, November 19th at the Crexent Center in Bonita Springs.

Naples financial planners, Pelican Wealth Advisors, will be hosting a free educational workshop on Tuesday, Feb. 26th. “15 Mistakes Lurking in Most Trusts” will be hosted by “Dr. Frank” Ragonese and estate attorney, Neil Covert.

Naples retirement planners, Pelican Wealth Advisors, have partnered with Life Coach, Mary Lynn Ziemer of Living A Joyful Life to provide Life Coaching services as an additional benefit to a group of clients.

Naples retirement planning firm, Pelican Wealth Advisors, along with Beth Schell, Crime Prevention Specialist of Lee County Sheriff’s Office, are presenting a free identity theft workshop on Nov. 28th at the Crexent Center in Bonita Springs.

Dr. Frank Ragonese of Pelican Wealth Advisors and Life Coach, Mary Lynn Ziemer of Living A Joyful Life are teaming up to host a “Ladies Only” luncheon on Thursday, November 8th at 11:30am at Season’s 52 Fresh Grill in Naples.

Dr. Frank Ragonese of Pelican Wealth Advisors and Beth Schell, Crime Prevention Specialist of the Lee County Sheriff’s Office, will be presenting a free identity theft workshop on October 2nd at 11:30am at the Crexent Center in Bonita Springs.

Pelican Wealth Advisors will be hosting a free educational workshop, “15 Mistakes Lurking in Most Trusts”, hosted by finance and risk management expert, “Dr. Frank”. RSVP by calling (239) 985-4098.