CONTACT GRACE TODAY! 866-481-5550 SIGN UP FOR RETIREMENT RESOURCES
CONTACT GRACE TODAY! 866-481-5550
Retire with Grace News

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

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

W. Dean Burdette

Financial Advisor

Director of Operations

Dean Burdette 20170817
Grace Advisory Group
Grace Advisory Group

Advisory Team

Adam Bruno

Financial Advisor

ADAM BRUNO - Financial Advisor
Grace Advisory Group

Christopher Burch

Financial Advisor

Chris Burch 20170817
Grace Advisory Group

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Bradley Gay, CPA

Financial Advisor & Tax Specialist

Bradley Gay
Grace Advisory Group

Melissa Ray

Financial Advisor & Client Service Advisor

Melissa Ray
Grace Advisory Group
Grace Advisory Group

Administrative Staff

Kurt Traulsen

Client Service Advisor

KURT TRAULSEN - Client Service Advisor
Grace Advisory Group

Jason DeRosa, CFP

Senior Case Manager

Jason DeRosa Grace Advisory Group
Grace Advisory Group

Donna Scott

Office Administrator

DONNA SCOTT - Office Administrator
Grace Advisory Group

Jamie Johnston

Client Service Associate

JAMIE JOHNSTON - Client Service Associate
Grace Advisory Group

Kerri Capeti

Executive Assistant

Keri Capeti 20170817
Grace Advisory Group

Giulia Ramsey

Marketing Associate

GIULIA RAMSEY-KENNEY - Marketing Associate
Grace Advisory Group

John Lane

Marketing Associate

John Lane 20170817
Grace Advisory Group

Warren Leeds

Client Service Representative

Warren Leeds
Grace Advisory Group

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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