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Two financial advising firms say they have merged to create a larger unit to tailor "concierge services" to clients, including asset diversification, trusts, estate plans, investments and retirement.
Both based in Fort Myers, Uhler and Vertich Financial Planners will combine with Scott White Advisors, becoming Uhler Vertich White Advisors, according to a news release.
Both firms were independent of Raymond James Financial Services Inc. but offered securities through the Tampa-based financial giant. The new firm will continue to offer securities through Raymond James.
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