Chief Executive Officer
Mr. Baker is the Chief Executive Officer of FAC Wealth Management; Mr. Baker has 35 years of wealth management and financial services experience. He is the founder of Mesa Holdings, Inc., a consortium of SEC Registered Investment Advisor Firms that collectively manage in excess of $1.5 billion.Learn more about L. Edward Baker, MBA, CTFA®!
Steven T. Merkel, CFP®, ChFC®
Sr. Vice President, Wealth Management
Mr. Merkel has over 14 years of experience in private wealth management, estate planning, risk management, tax strategies, and personal financial planning. Prior to joining FAC Wealth Management, LLC, Steve was a Sr. Financial Advisor & Chief Learn more about Steven T. Merkel, CFP®, ChFC®!
Christopher J. Reedy, MBA
Executive Vice President & Chief Compliance Officer
Chris is a veteran executive business manager with 20 years of experience, the most recent 6 years in the wealth management industry. As Executive Vice President/CCO for FAC Wealth Management, Chris oversees all aspects of business process and Learn more about Christopher J. Reedy, MBA!
Amaury Cifuentes, CFP®
Sr. Vice President & Director, Wealth Management
Mr. Amaury Cifuentes is Sr. Vice President and Director of FAC Wealth Management’s Hollywood office. Amaury provides wealth management services to a diverse client base of families and individuals, in addition to specializing in working with Physicians. Learn more about Amaury Cifuentes!
Trish McCall
Office Manager
Trish McCall is Office Manager of the Naples office, handling day-to-day administrative operations. Prior to joining FAC, Trish spent most of her adult life owning and operating several small businesses and spent several years in the wealth management industry... Learn more about Trish McCall!
Jessica Houde
Portfolio Analyst
Jessica works in our Naples office in portfolio research. She works with new business processing and client services. She assists in presentation development for our seminars and maintains our internal database. Learn more about Jessica Houde!
Aftermath of the Market Explosion
by Steven T. Merkel, CFP®, ChFC
For the five year period 2003 thru 2007, the S&P 500 averaged slightly over a 13 %... CONTINUE>>
Physician Asset Protection Alternative
By Amaury S. Cifuentes, CFP®
Did you know?
58,565 non-federal physicians in the State of Florida as of December 31, 2007 and .... CONTINUE>>
Benchmarks "A Useful Tool for Every Investor"
by Scott R. Schatzle, CFP®
An investment benchmark is an instrument used by investors to measure... CONTINUE>>
Tips in Financing a Mortgage
by Amaury S. Cifuentes, CFP®
Today’s mortgage market condition has produced one of the best opportunities... CONTINUE>>
The Nuts and Bolts on FDIC and SIPC
by Steven T. Merkel, CFP®, ChFC
I first remember hearing about FDIC insurance over 16 years ago, back when I entered… CONTINUE>>
The Upper Hand on College Funding
by Steven T. Merkel, CFP®, ChFC
Perhaps, one of the greatest gifts you could ever give your child or... CONTINUE>>
