Atlantic Senior Advisors

Financial Services in Port Saint Lucie, FL
Financial Services in Port Saint Lucie, FL Mr. Salter has been an investment professional since 1975 working for several national financial companies in Florida and served as the Branch Manager of E. F. Hutton's Boynton Beach office. He became an independent financial advisor in 1991, joining Wasserman & Associates (member FINRA & SIPC) as his Clearing Broker/Dealer. Mr. Salter gained his Certified Financial Planner (CFP) designation in 1980 and the Certified Senior Advisor (CSA)designation in 2003. He is a member of the Ed Slott Elite IRA Advisor Group which specializes in IRA Rollovers and the transfer of IRA assets to heirs.

Contact Details

Address
8000 South US Hiwy 1 # 300A
Port Saint Lucie, FL
34952
Phone
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