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Team

At Wealth Managers, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Shawn C. Everett

President, Financial Planner

(239)498-6000

239-498-6001

shawn.everett@wealthmanagersllc.com

Shawn C. Everett is the President of Wealth Managers, LLC. Shawn has been in the financial industry for over 18 years, many of which were spent as a partner in one of New England’s largest independent financial planning firms...

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Frank A. Landino

Registered Representative

Frank A. Landino is a Registered Representative with Wealth Managers, LLC.Frank is a graduate of Quinnipiac University where he earned a Bachelor of Science degree in Finance and has been working as a registered and licensed...

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Philip T. McMillan

Registered Representative

(239)498-6000

239-498-6001

philip.mcmillan@wealthmanagersllc.com

Philip T. McMillan is a financial professional with a Bachelor’s Degree in Political Science. He has been able to cross-pollinate his education with current risk protection practices, technological...

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Rose Romatzick

Director of Operations

(203)234-2630

(203)234-2639

Rose Romatzick is our Director of Operations and has been a part of the team for over 7 years. She personally greets our clients and directs client inquiries to the appropriate staff member. She oversees the daily operations...

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Nick Casella

Medicare Insurance Specialist

(800) 497-9995

Nick Casella is our Medicare Insurance specialist. The founder of our sister company Health Insurance Associates, LLP (aka medicarect.com); a company dedicated to serving and educating retirees through the Medicare process. Nick has...

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