Baird Private Wealth Management - Merritt Island (FL)

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Robert Brown We recently supported one of Bryce’s clients with a document signing and were impressed by his professionalism and clear communication. Always a pleasure partnering with those who value client care. We look forward to working together again!

Rene Paez Elite Financial and specifically Jerry are very pleasant to work with. I have found that not only is Jerry very knowledgeable about various financing situations, but he also does not beat around the bush, which is a breath of fresh air. He is a man of his word and always delivers as promised. I have also found that Elite Financial has several unique financing options that I have not seen anywhere else. Thank you Elite Financial for doing such a good job.

Jim Linnan I have had my law firm doing business for over 40 years in several locations in two states, NY & Florida. This is the best, most professional, but personal service I have ever received. Wonderful, knowledgeable and friendly people getting the job done.

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Stacy Gillis Gene Melamud is a wealth of knowledge. He is so passionate in the financial field for his clients. I highly recommend Gene for all your investments!