
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
Financial Digests That Make You Look Like You Know What You’re Talking About
February 1, 2023 | Lena Rizkallah, JD, CRPC®
I’m not a morning person. Especially in t...
Read More
Understanding the Past, Predicting the Future
January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP®
There are indicators that we can simply igno...
Read More
Retirement Planning Myths
January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP®
Each years’ end gives all of us working sti...
Read More