CONTACT GRACE TODAY! 866-481-5550 EMAIL SIGNUP
CONTACT GRACE TODAY! 866-481-5550

Your SW Florida Financial Professionals

Grace Advisory Group

The financial professionals at Grace Advisory Group help Florida families and individuals achieve lifelong financial confidence in their futures.

Grace Advisory Group

Leadership

Robert E. Grace

JD, CLU, ChFC, RFC®

President and Founder

ROBERT E. GRACE JD, CLU, CHFC, CFED®, RFC® - President and Founder
Grace Advisory Group

Charles J. “Chuck” Brock II

LUTCF, RFC

Vice President

CHARLES J. “CHUCK” BROCK II PHD, LUTCF, RFC, CSA - Vice President
Grace Advisory Group

Cheryl L. Charbonneau

CPA, CFP®, CGMA

CFO/Director of Tax Operations

CHERYL L. CHARBONNEAU CPA, CFP®, CGMA - CFO
Grace Advisory Group

.

Financial Advisor & Director of Operations

*W. DEAN BURDETTE - Director of Operations
Grace Advisory Group
Grace Advisory Group

Advisory Team

.

Financial Advisor

Chris Burch
Grace Advisory Group

Jeffrey Green

CDFA

Financial Advisor

Jeffrey Green
Grace Advisory Group

.

Financial Advisor

ADAM BRUNO - Financial Advisor
Grace Advisory Group

Insurance Professional

& Financial Advisor

SONIA PEREZ - Financial Advisor
Grace Advisory Group

Melissa Ray

Financial Advisor

Melissa Ray
Grace Advisory Group

Senior Case Manager

Jason DeRosa - Grace Advisory Group Fort Myers
Grace Advisory Group
Grace Advisory Group

Administrative Staff

Office Administrator

DONNA SCOTT - Office Administrator
Grace Advisory Group

Client Service Associate

JAMIE JOHNSTON - Client Service Associate
Grace Advisory Group

Marianne Chance

Executive Assistant

Marianne Chance
Grace Advisory Group

Giulia Ramsey

Marketing Associate

GIULIA RAMSEY-KENNEY - Marketing Associate
Grace Advisory Group

John Lane

Marketing Associate

John Lane
Grace Advisory Group

Warren Leeds

Client Service Representative

Warren Leeds
Grace Advisory Group

Access our

We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.

Planning

connect

Phone

Gall Grace Advisory Group

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

Serving clients throughout Florida

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Serving clients throughout Florida

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice

Want to discuss your financial future? Send Us A Message!

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