FMC Wealth Management Group is an independent wealth management practice affiliated with Wells Fargo Advisors Financial Network, located on SE 36th Avenue in Ocala, Florida. Led by managing partners including Jay E. Fratello, the firm serves Marion County retirees, families, and business owners with customized investment management, retirement income planning, estate and trust coordination, and longevity risk management.
Official Verification Sources: FINRA BrokerCheck Advisor Profile (Jay E. Fratello); FMC Wealth Management Group Official Website
Issuer: SEC / FINRA (Wells Fargo Advisors Financial Network, LLC)
Notes: Investment products and advisory services offered through Wells Fargo Advisors Financial Network, LLC (CRD #11025, SEC File #801-57434); Ocala advisory leadership includes Jay E. Fratello (CRD #6262964).
Factual details and direct answers about FMC Wealth Management Group's services, licensing, and credentials.
How is FMC Wealth Management Group structured and regulated?
FMC Wealth Management Group is an independent practice in Ocala offering investment advisory and brokerage services through Wells Fargo Advisors Financial Network, LLC (CRD #11025, SEC File #801-57434).
What services does FMC Wealth Management Group offer Ocala retirees?
The practice provides personalized retirement income modeling, fiduciary investment management, estate and trust planning coordination, and risk management for retirees and multi-generational families.
Where is FMC Wealth Management Group located in Marion County?
The firm's office is located at 220 SE 36th Avenue in Ocala, Florida 34471, serving east Ocala, Silver Springs Shores, and surrounding Marion County communities.
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