Janet S. Santiago

Senior Operations & Transitions Specialist (239) 288-4237
Location

Fort Myers, FL

Licenses

Florida Life/Health/and Variable Annuity

Bio

Janet acts in the role of Conte Wealth Advisors Business Development Coordinator.  In her role Janet is responsible for the firm’s various operational services.  She currently serves as the firm’s Remote Admin, providing administrative support to advisors who may currently not have an administrative partner. She also acts as the Transition Service Specialist for the firm, guiding and executing an advisor’s transition of their practice into CWA and Cambridge Investment Research, Inc.

Janet enjoys spending time with her husband Richard of 32 years and their daughters. In her down time she can be found exercising or relaxing at the beach.

Words to Live By

“Don’t ask a question you are not prepared to know the answer to.”

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

Conte Wealth Advisors Names Alycia Paulus Director of Marketing and Communications

Read More

Andrew Wallace Joins Conte Wealth Advisors, LLC as a Financial Advisor in York, Pennsylvania

Read More

4 Social Security Questions Answered

October 7, 2021 | Lena Rizkallah, JD, CRPC® One of the most confusing aspects of retirement p...
Read More