Adelson Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Kathleen S Butler

Financial Advisor

Franchise Owner
Visit Kathleen S Butler's website

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA, CRPC

Private Wealth Advisor

President of Adelson Group
Visit Steven R Adelson's website

Seth Bassoff

CRPS, CRPC, APMA, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Visit Seth Bassoff's website

Jefferson A Ledbetter

Financial Advisor

Senior Vice President of Adelson Group
Visit Jefferson A Ledbetter's website

Michael W Kane

CRPC, APMA

Financial Advisor

Vice President of Adelson Group
Visit Michael W Kane's website

Kristen Hernandez

CFP®, APMA

Financial Advisor

Vice President of Adelson Group
Visit Kristen Hernandez's website

Preston Dougherty

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Preston Dougherty's website

George Bockmeyer

CRPC, APMA

Financial Advisor

Visit George Bockmeyer's website

Heather R Nidetch

CFP®, CRPC

Financial Advisor

Visit Heather R Nidetch's website

Terri Starliper

Financial Advisor

Visit Terri Starliper's website

C Brian Stewart

CFP®, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit C Brian Stewart's website

Sheri Granaroli

APMA, CRPC

Financial Advisor

Chief Operating Officer of Adelson Group
Visit Sheri Granaroli's website


Team

Eric Peterson

Eric Peterson

Paraplanner

Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Leslie Hawes

Leslie Hawes

Client Service Specialist

Personal Intro

Originally from just outside Savannah, Georgia, I’ve called Southwest Florida home since 2008. I’ve spent the past 12 years building a fulfilling career in the finance industry and am excited to continue that journey with the Adelson Group. Outside of work, I enjoy life with my two children and our dogs. I love boating, fishing, traveling, and spending quality time with friends and family.

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Victoria Perdomo

Victoria Perdomo

Office Manager

Megan Choudhry

Megan Choudhry

Receptionist