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WHO WE ARE


 

At Uhler and Vertich Financial Planners our mission is to simplify lives and solve problems through comprehensive, independent, fee-based financial planning. 
We do this for a finite number of successful families.

Our team has over 200 years of collective experience in financial services, with each staffer bringing specific expertise to an important area of our clients’ needs.

On our website, those under our care enjoy access to their personal estate-planning and investment documents as well as their portfolios, our document vault, problem-solving software and some of our favorite internet resources.


J. Thomas Uhler
 
Tom Uhler is a founder of and principal of Uhler and Vertich Financial Planners, has over three decades of experience in financial services in Southwest Florida, and has a special interest in assisting non-profit organizations in their planned giving efforts.  He volunteers for a number of Lee County groups, helping them identify, educate and establish long term relationships with donors and is a frequent speaker on financial planning, investing, and charitable giving.  He lives on Sanibel with his wife Linda.  He is Branch Manager of this Raymond James Financial Services office.

Tom serves on the board of the United Way of Lee County, is President of the Southwest Florida Symphony Orchestra board and Treasurer of the Florida Cancer Specialists Foundation Board.  He is a member of the Kiwanis Club of Sanibel-Captiva Islands (Past President) and serves on the Executive Board of the Southwest Florida Council of the Boy Scouts of America.  He is currently president of the Sanibel-Captiva Orchid Society. Tom is an Eagle Scout and life member of the National Eagle Scout Association.  Tom is honored to have been chosen as the 2011-2012 Campaign Chair for the United Way of Lee, Hendry and Glades, as Citizen of the Year by the Sanibel-Captiva Chamber of Commerce, as Hero of the Year in 2013 by the Fort Myers News-Press and as 2010 Junior Achievement of Southwest Florida's Lee County Laureate.  Tom was also awarded the American Red Cross' Legacy Award in 2013.
 


J. Corey Vertich, CFP®

Corey Vertich, a principal in Uhler and Vertich Financial Planners and Financial Advisor, RJFS, began his financial planning career in 1989, achieved CERTIFIED FINANCIAL PLANNER™ certification in 1994, and has served as President of both the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida.  Corey is a frequent speaker on financial industry topics, including estate planning, business ethics, practice management, technology, and insurance planning.

Corey is the charter President of the Kiwanis Club of McGregor-San Carlos.  Long active in the Boy Scouts of America, Corey is an Eagle Scout and life member of the National Eagle Scout Association.  He is a Cum Laude graduate of Barry University School of Business in Miami.

 

Linda G. Harness
 
Linda Harness, Client Service Associate, brings extensive experience in the financial services industry to Uhler and Vertich Financial Planners.

Linda is a native of St. Petersburg, Florida who began her financial services career in 1968. Prior to joining Uhler and Vertich Financial Planners, she provided professional service to clients and supervised securities back office operations. Her depth of knowledge and experience are a tremendous asset in the fulfillment of our clients’ service needs. Linda is our “go-to” woman when the tough questions arise!

She holds Series 7, Series 24, Series 27, Series 53 and Series 63 securities licenses and State of Florida life and health insurance licenses. Linda is a Notary Public and holds the Registered Paraplanner designation. She and her husband John reside in Fort Myers. John and Linda enjoy boating and spending vacations with their five grandchildren and three great-grandchildren. Clients of Uhler and Vertich Financial Planners appreciate her personal touch and dedication to total client care.


 

 

 

Becky Pardue
 
Becky is Director of First Impressions at Uhler and Vertich Financial Planners and is an Indiana native. She worked in Stuart and Sarasota, Florida and LaGrange, Georgia, before relocating to Cape Coral in 2010.

Becky is a Florida Trust School graduate. We value her extensive administrative experience and office skills including 16 years in trust and estate administration.

In addition to client communications and hospitality, she generates reports, coordinates event reservations and conducts front desk services.  Since our practice has gone (almost) paperless she is, on top of everything else, the Queen of Document Scanning.

Becky and her husband, Pete, have three children and ten grandchildren. They are active in their church and enjoy Southwest Florida’s beaches and antiquing excursions on the weekends.

 


 

Pamela J. Lyons
 
Pamela Lyons brings over four decades of financial services experience to Uhler and Vertich Financial Planners. She’s an alumnus of Bank of America, where she served in several senior positions, including management of both Trust Operations and Corporate Bank Operations for all of Florida. She’s a graduate of the Florida Trust School, attended Florida State University and graduated from Averett University in Danville, Virginia.

A lifelong resident of Fort Myers and Cape Coral, Pamela and husband Chad have two children and six grandchildren.

Pamela is the practice’s Client Information Manager, providing number-crunching and portfolio reporting. Her attention to detail and solid experience make her a valuable team member.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification program.
 
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Securities offered through: Raymond James Financial Services, Inc., Member FINRA/SIPC.
Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James and Uhler and Vertich Financial Planners are not affiliated with and do not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James and Uhler and Vertich Financial Planners are not responsible for the content of any website or the collection or use of information regarding any website''s users and/or members.

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Check the background of this firm and investment professionals on FINRA's BrokerCheck.