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About

• A Message to You
• We are Different
• Financial Planning
• Portfolio Management
• Trust Management
• Annuity Rescue
• Our Tools

Ethical Considerations

• The Fee-Only Concept
• A Matter of Duty
• Is Your Advisor on Your Side?
• Impressive Credentials?
• Questions to Ask Your Advisor
• How to Select an Advisor
• Rate Another Advisor!

Prospective Clients

• You Have a Choice
• Frequently Asked Questions

About Us

• Glenn Wessel
• Rob Simon
• Alice Wessel

Disclosures

• Business Continuity Plan
• FORM ADV
• Privacy Policy
• Website Disclosure

Education & Licenses

• Certified Public Accountant – NC License #31825
• Chartered Financial Analyst – Charter #15802
• Certified Financial Planner™ practitioner – License #024517
• BS Economics – Northern Illinois University
• Exempted from series 65 (Investment Advisor Exam)
  

Experience

• Principal – Wessel Investment Counsel, LLC
• Portfolio Manager/Advisor – Parsec Financial Management
• Vice-President of Finance – BankUnited Financial Corporation
• Adjunct Professor – Finance – Florida Atlantic University
• Senior Financial Analyst – National Auto Finance Company
• Senior Credit Analyst – Pointe Financial Corporation
• Financial Analyst – Barnett Banks
• Financial Analyst and Funds Management Accountant – Hollywood Federal Savings Bank
• Branch Manager – Coral Gables Federal Savings & Loan Association
• Stockbroker – Stuart James Investment Bankers

5-Stars...means what?
	Charter #15802	NC License #31825	License #024517
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