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Our advisors

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA, CRPC

Private Wealth Advisor

President of Adelson Group
Learn more about Steven R Adelson Visit Steven R Adelson's website

Seth Bassoff

CRPS, CRPC, APMA, AIF®

Financial Advisor

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

Jefferson A Ledbetter

Financial Advisor

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

Michael W Kane

CRPC, APMA

Financial Advisor

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

Kristen Hernandez

CFP®, APMA

Financial Advisor

Vice President of Adelson Group
Learn more about Kristen Hernandez Visit Kristen Hernandez's website

Preston Dougherty

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Preston Dougherty Visit Preston Dougherty's website

George Bockmeyer

CRPC, APMA

Financial Advisor

Learn more about George Bockmeyer Visit George Bockmeyer's website

Heather R Nidetch

CFP®, CRPC

Financial Advisor

Learn more about Heather R Nidetch Visit Heather R Nidetch's website

C Brian Stewart

CFP®, MBA, APMA

Financial Advisor

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

Kathleen S Butler

Financial Advisor

Franchise Owner
Learn more about Kathleen S Butler Visit Kathleen S Butler's website

Ruth Onkst

CFP®

Financial Advisor

Senior Vice President of Adelson Group
Learn more about Ruth Onkst Visit Ruth Onkst's website

Sheri Granaroli

APMA, CRPC

Financial Advisor

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


Our team

Eric Peterson

Eric Peterson

Paraplanner

Personal Intro

I was born and raised in Boca Raton, Florida. I graduated from Ave Maria University with a degree in Political Science where I was a scholarship basketball and tennis player. I have been in the financial industry since 2015 and am very excited to be part of the Adelson Group and our private wealth advisory team. I look forward to providing clients with the best service to my abilities.

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Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Personal Intro

After graduating college, I explored several different careers – from web design to fashion (Chanel), to becoming a yoga teacher, all eventually guiding me toward my home at Adelson Group. Being a Client Service Specialist, I’ve found I enjoy working with our team to accomplish inter-company goals. In my free time, I enjoy sunrises with my pup Havana and donate to Sierra Club, Feeding America, and local animal shelters.

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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

Personal Intro

I have had many diverse work experiences from Escrow Assistant in the title industry to Relationship Banker. I look forward to providing our clients with superior client service and growing with the team. When I am not working, you can find me spending time with my husband, three cats, visiting family from all over Florida, and serving my local church.

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Megan Choudhry

Megan Choudhry

Receptionist

Personal Intro

I was born and raised in Ocean City, NJ, and moved to Florida in 2012 to pursue a career in banking. Over the years, I grew in my role as a business branch manager. My passion is helping people grow and succeed financially. I’m a proud mom of two, Kayleb & Alaiza, and volunteer my time with groups and events for mental health and substance abuse recovery. I am happy to bring my passion to this great team at Adelson Group

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Yona Klein

Yona Klein

Financial Planning Specialist

Stacey Stivers

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Jim Onkst

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