Call Grace today at 866-481-5550

Meet our Financial Professionals

Grace Advisory Group

The financial professionals at Grace Advisory Group help Florida families and individuals achieve lifelong financial confidence in their futures. Our client-focused strategies provide effective guidance to help our customers achieve their financial goals.

THE FINANCIAL PROFESSIONALS AT GRACE ADVISORY GROUP

From our full-service offices in Fort Myers, Naples, and Port Charlotte, our financial professionals provide a variety of financial services and strategies customized to meet each client’s specific needs.

The independent structure of our company empowers our professionals to develop financial strategies that are built around our clients’ goals through the use of a variety of insurance and investment products rather than the limited products of any single company.

We specialize in helping people of all ages prepare for the future, which, for most people, begins with their retirements. We know everyone is different. That’s why we sit down with each of our clients to fully grasp their unique situations, purpose and goals for the future.

As some of the area’s most trusted wealth management professionals, we take pride in providing sound advice to help our wealth management clients achieve greater confidence in their retirement strategies. We employ a “teamwork” concept as our staff of financial advisors, legal, tax, accounting and insurance professionals collaborate to combine their knowledge, specialized skills and experience, offering the ideal outcome for our clients.

As a team, we can evaluate your unique financial situation and goals and develop a strategy that can help you live comfortably during your retirement years.

Grace Advisory Group

Leadership

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

Robert E. Grace
JD, CLU®, CHFC®, CFED®, RFC®

President and Founder

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CHARLES J. “CHUCK” BROCK II
LUTCF, RFC®

Vice President

Grace Advisory Group

Advisory Team

Bill Englehart Photo

Financial Advisor

Bradley Gay

Bradley Gay, CPA

Financial Advisor &
Tax Specialist

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Financial Advisor

CHERYL L. CHARBONNEAU CPA, CFP®, CGMA - CFO

Cheryl L. Charbonneau

CPA, CFP®, CGMA

Comptroller & Director of Tax Operations

Joe Ferrara, Grace Advisory Group

Insurance Professional & Long-Tern Care Specialist

Grace Advisory Group

Client Service Team

Jason DeRosa Grace Advisory Group

Jason DeRosa, CFP

Senior Case Manager

Melissa Ray

Melissa Ray

Senior Case Manager

Grace Advisory Group

Administrative Staff

DONNA SCOTT - Office Administrator

Donna Scott

Office Administrator

JAMIE JOHNSTON - Client Service Associate

Jamie Johnston

Client Service Associate

Keri Capeti 20170817

Kerri Capeti

Executive Assistant

Erin Welch 20170817
GIULIA RAMSEY-KENNEY - Marketing Associate

Giulia Ramsey

Director of Marketing & Events