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Brian Shey

Registered Representative

(352) 672-6802

(352) 672-6805

Brian Shey specializes in the areas of investment, retirement and business/estate planning strategies and is an Advocate with a 20-year record as a leader working in the high-end insurance channels. Brian is known for his approach to...

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Katie Wray

Administrative Assistant


Katie Wray is a graduate from the University of Florida with Bachelor degrees in Economics and Business Management. After having focused her studies on economic development and sustainability, Katie is excited to start a career in...
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