Advisors Group: Jon Carlblom Benefits Advisor

Medley Advisory is a independent financial consulting firm and our owner Gary Medley is an Investment Advisor Representative through IC Advisory Services, Inc. Being independent gives us access to many products and services to help you reach your goals. Advisors are often faced with the dilemma of having to choose between what benefits the client most, what benefits the advisor most or maybe choosing something in the middle. That dilemma is called a potential conflict of interest and sometimes we like to call that...doing what is right or doing what is easy.

Charlotte State Bank & Trust was established in 1987 in Port Charlotte, Florida. Today, Charlotte State Bank & Trust is part of a four-bank holding company with total assets of more than $1.5 billion...