Your SW Florida Financial Professionals
The financial professionals at Grace Advisory Group help Florida families and individuals achieve lifelong financial confidence in their futures.
Leadership
Robert E.
Grace
JD, CLU, ChFC, RFC®
President and Founder
Charles J. “Chuck” Brock II
LUTCF, RFC®
Vice President
Cheryl L. Charbonneau
CPA, CFP®, CGMA
Director of Tax Operations
Advisory Team
Bradley Gay, CPA
Financial Advisor &
Tax Specialist
Client Service Team
Jason DeRosa, CFP
Senior Case Manager
W. Dean Burdette
Senior Client Service Advisor
Melissa Ray
Client Service Advisor & Case Manager
Administrative Staff
Donna Scott
Office Administrator
Jamie Johnston
Client Service Associate
Kerri Capeti
Executive Assistant
Giulia Ramsey
Director of Marketing & Events
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Phone
Toll Free: 866-481-5550
Fax: (239) 481-5545
Email: info@gracetax.com
Headquarters
13450 Parker Commons Blvd.
Suite 103
Fort Myers, FL 33912
Cities We Serve
Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva
Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice
