Joel Nunez

Sound Income Strategies LLC is a registered investment advisory firm based in Fort Lauderdale, Florida, dedicated to providing sound financial solutions tailored to meet the challenges of today's investors. With a focus on supporting institutions, independent financial advisors, and their clients, the firm offers a variety of investment strategies, including their proprietary SMAs and ETFs. The company prides itself on its commitment to growth and success, providing resources and expertise to help clients achieve their financial goals. Their services encompass investment portfolio construction and management, compliance support, and operations assistance, ensuring a comprehensive approach to wealth management. Generated from the website

Jonathan Bass, based in Fort Lauderdale, FL, serves as a Private Client Relationship Manager for TD Wealth, offering a range of private client banking, lending, investment, trust, and estate services tailored to high-net-worth individuals. He collaborates closely with each client to evaluate their unique needs and craft a comprehensive financial plan centered on their objectives. Leveraging the resources of TD Wealth and TD Bank, Jonathan assembles a dedicated team of specialists to address the diverse requirements of every client. Prior to his tenure at TD Wealth, Jonathan Bass held positions as a Wealth Advisor at Regions Bank and as a Vice President at Wells Fargo Advisors, bringing a wealth of experience to his current role. A graduate of Penn State University with a bachelor's degree in Labor and Industrial Relations, he holds FINRA Series 7, 63, and 65 registrations. Jonathan fosters enduring relationships with clients, acting as their primary point of contact while working in tandem with the specialized team he assembles to cater to their financial needs. Generated from the website content

Located in Fort Lauderdale, FL, Edward Jones - Financial Advisor: Zachary Wolfson, is a trusted financial services provider catering to the diverse needs of individuals, families, and small businesses. Specializing in investment management, retirement planning, estate planning, and education savings programs, this firm offers personalized guidance tailored to each client's unique financial objectives. With a commitment to fostering strong advisor-client relationships, Edward Jones prioritizes individualized care and ongoing support to assist clients in navigating life's financial milestones. By focusing on customized solutions rather than generic transactions, the firm ensures that thoughtful financial planning is accessible and beneficial to investors of all backgrounds, making it a valuable resource for those seeking comprehensive financial guidance. Generated using this brand's available information