New Area Manager on board

Danelis Romera Padron has joined the Florida Gulf Coast Market as Executive Director - Area Manager. Danelis is based in Sarasota. She started her career as a Financial Advisor at Merrill Lynch in San Francisco and joined Wells Fargo Advisors in 2018. She built a successful business through the bank/brokerage partnership model and later joined an ultra-high-net-worth team in Fort Lauderdale. She was then named Associate Manager in the Orlando Market.

The daughter of Cuban immigrants, Danelis holds a dual degree in Economics and International Relations, with a minor in French, as well as an MBA in Finance from the Lorry I. Lokey Graduate School of Business & Public Policy at Mills College.

Cyber Crime event aids clients

Clients of the Brewster Snyder Private Wealth Management Group recently enjoyed an exclusive dinner and discussion on Cyber Crime - Latest Tips, Tricks and Scams Seen by the FBI. The event was hosted by Managing Director Jerry Brewster and Randy Snyder, First Vice President - Investments. The evening also included a presentation on The Presidential Election and its Impacts on the Market. 

"We've been hosting regular educational client events for years. They not only allow us to provide valuable information, but they also help us build and deepen relationships with our clients," Randy and Jerry shared. "We've welcomed many referrals who have attended as new clients."

High Net Worth Forums welcome Sol Gindi

The High Net Worth Forum series continued to present strategies for client and Financial Advisor success at gatherings held in Naples, Sarasota and Tampa. The round of meetings was highlighted by an update on the Client Relationship Group presented by special guest Sol Gindi, head of Wells Fargo Advisors and the Wealth & Investment Management Client Relationship Group.

"The High Net Worth Forums put together by the Florida Gulf Coast Market are helping Financial Advisors deliver the best support for today's high net worth and ultra high net worth clients," said Gindi. "I was honored to have the opportunity to update these talented financial professionals with the advances we are making."

Cary enthusiastic about leading Tampa branch

Alan Cary has been named Senior Vice President - Branch Manager of the Tampa branch. His 20 years of financial services experience and knowledge of Wells Fargo resources from advisory and investment planning to lending, banking and trust services offers valuable knowledge and skills to Financial Advisors and clients in the Tampa office.

Previously, Cary served as Midwest Regional Business Manager, as Market Leader of the Chicago Southwest Market and as an Area Manager in the Carolina East Market. As a manager in the home office, he supported over 600 branch managers.

"My primary focus is to support the client - Financial Advisor relationship and help Advisors take advantage of opportunities in the fast-growing Tampa area," Cary said.

Planning for success...Florida style

Nothing happens by chance. That's the mindset of the Florida Gulf Coast Market (FGCM) leadership team. This dedicated group spends a great deal of time planning for success in 2024, as is evidenced during their annual kick-off meeting in Tampa.

"Only in the FGCM could you host a planning meeting at a backyard BBQ in January!" said Market Leader Marc Beshany. "It was a day filled with great weather, good food and a team wholly committed to Financial Advisor and client success."

Levantini joins Bonita Bay branch

Financial Advisor Demetrius Levantini has moved his advisory practice to the Bonita Bay branch within the Wells Fargo Advisors bank brokerage partnership channel. This channel provides Levantini with access to the full complement of firm resources to support clients' wealth management needs.

High Net Worth Forum series continues

The Florida Gulf Coast Market kicked off its 2024 High Net Worth Advisor Forum series in February, continuing its commitment to support high net worth and ultra high net worth clients. Topics for the invitation-only event included Concentrated Position Solutions; High Net Worth Lending Capabilities in Healthcare Financing; Alternative Investments; Trust, Planning and Advice Solutions; and Direct Indexing.

National Leadership Forum 2024

Leaders from across the firm celebrated Valentine's Day together during the National Leadership Forum in Houston. "I'm honored to work with an amazing team in the Florida Gulf Coast Market. As we wrapped up an incredible, powerful and motivational Leadership Forum led by Sol Gindi, I was never prouder to be part of such an inspiring wealth management firm," said Marc Beshany, Managing Director - Market Leader.

Client Associate Forums spotlight best practices

Client Associates shared best practices and enjoyed camaraderie during four Client Associate Leadership Forums hosted by the Florida Gulf Coast Market. Each session provided ideas and programming. "The meetings in person helped bond us closer with other CAs and support team members we admire and look to for help," said Shayla Vieira, Client Associate in Naples. "Being away for the day allowed for no distractions, giving us the opportunity to focus on the topics presented. I left the forum inspired to do even more for my team and our clients."

"Client Associates are such an integral part of the Advisor - client experience," said Market Leader Marc Beshany. "The response to our CA Forums have been amazing, providing me with inspiration to deliver exceptional team programming that's a cut above."

Bruno joins Wells Fargo Advisors

The Punta Gorda branch welcomed Natalie Bruno, Financial Advisor, to the expanding Wells Fargo Advisors office. Bruno was formerly a Financial Advisor with Merrill Lynch in Colorado and is relocating to Florida, reflecting her roots in the area. "We're proud to be the firm of choice for Natalie," said Jeffrey Roman, Area Manager.

Leadership team strategies support initiatives

Members of the Florida Gulf Coast Market leadership team gathered for two days of their first full team meeting. Marc Beshany, Managing Director - Market Leader, met with branch managers, area managers and sales managers to delve into an action-packed agenda. With Red Bucket Strategies leadership consultants as a guide, the team discussed strategies to provide Financial Advisors with customized, outcome-centered support.

"I'm proud to have an incredible team of leaders who are open to innovation and best-practice adoption in pursuit of helping Advisors and clients flourish financially," said Beshany. "I experienced the passion, energy and strength of a team coming together with a shared commitment to further a culture of success in the Florida Gulf Coast Market."

Market launches High Net Worth Forum series

The Florida Gulf Coast Market recently launched a quarterly series of forums for Financial Advisors designed to support today's high net worth and ultra high net worth clients. The series kicked off with High Net Worth Forums in Tampa and Naples.

The subject matter for the invitation-only event provided actionable ideas in the four cornerstones of wealth management including investment strategies, liability management, alternative investments and trust, planning and advice.

Eime brings passion for excellence to Sarasota branch

The Sarasota branch is excited to have a new leader as Danielle Eime has been promoted to Senior Vice President – Branch Manager. Eime has more than 17 years of experience in consultative sales, coaching, leadership, and business development, including her recent role as Market Sales Manager for the Florida Gulf Coast Market.   

“Danielle’s passion and dedication for the industry has resulted in a strong collaboration with Financial Advisors and the leadership team to strategically promote growth. I am confident that she will advance the camaraderie of the Sarasota branch along with promoting a culture of growth and client service excellence,” said Marc Beshany, Managing Director – Market Leader of the Florida Gulf Coast Market.

Schoenle brings high net worth experience to leadership of Naples branch

The Florida Gulf Coast Market is pleased to welcome Brian Schoenle to the position of Managing Director – Branch Manager of the Naples branch.

With over 35 years in the financial services industry, Schoenle was most recently Managing Director – Market Leader for Wells Fargo Advisors’ Chicago Southwest Market. “Brian is well known for developing and coaching high performing Advisors and teams and is committed to supporting the exceptional experience expected by these clients," said Marc Beshany, Managing Director – Market Leader.

Marc Beshany has been named Managing Director – Market Leader for the newly formed Florida Gulf Coast Market. “I’ve known Marc for many years and regard him as an outstanding leader and champion of the Financial Advisors and team members he serves,” said Alberto González Saint Geours, Divisional President. “Marc was born and raised in Florida, and this relocation is particularly special as his long‑term career goal has been to bring his experience back home. We are happy to welcome him as he, his wife, Sandra, and their family relocate to Florida.”

During his 32‑year career with Wells Fargo Advisors, Marc’s leadership roles have included the Michigan, Rocky Mountain, and Northeast Ohio Markets, where he earned a reputation for making sure that each Advisor has the tools and resources they need to serve their clients effectively.

Beshany is a former U.S. Marine, a classic car and motorcycle enthusiast and has a deep commitment to community service.

Reach Marc Beshany at 847-946-7358 or [email protected].