Sarasota, Fla.

2480 Fruitville Rd Suite 7
Sarasota, FL 34237-6204

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Financial Advisors

Hours
Appointment Hours:
Mon.-Fri. 9 a.m. - 5 p.m.
Sat.-Sun. closed

Phone: (941) 953-6655

Meet our team

  • Financial representatives
  • Credit union staff
Financial representatives
Photo of Kjell Purnell

Kjell Purnell

Financial Advisor

Contact:
P: (941) 953-6655

Location(s):
Sarasota, FL

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Steve Lane

Steve Lane

Financial Advisor

Contact:
P: (941) 953-6655

Location(s):
Sarasota, FL

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Photo of Steve Bustos

Steve Bustos

Stewardship Consultant

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Credit union staff
Melissa Gilbert

Melissa Gilbert

Branch Manager

Contact:
P: (941) 953-4859
F: (941) 954-2476

Location(s):
Sarasota, FL

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Disclosure

Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Advisory Services offered through Everence Trust Company, a Registered Investment Advisor. Investments are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee. Everence entities are independent from ProEquities Inc.