Team

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Wealth Management Advisory Team

Team

Matthew J. Antos and Kneeland Chase have decided to join forces to create a highly specialized Financial Planning and Investment Management organization located in Lakeland, Florida.

Mr. Chase has over 20 years of experience in the advisory business and has been an independent wealth management advisor with LPL Financial since 1997. As an independent wealth management advisor, Kneeland creates customized strategies that help individuals build, protect and transfer their wealth.

For the past 12 years, Mr. Antos has served the financial needs of high net worth individuals , self-employed business owners and retiree's. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2003 after more than two years of in-depth study of Estate Planning, Financial Planning, Retirement Plans and Retirement Planning, Income Tax Planning, and Investment Management.

Sharon Ruth has 27 years of experience in the financial services industry with 15 of those years spent in operations and as a trading desk supervisor. For the last 12 years, Sharon has served clients as a registered administrative associate and is registered through LPL Financial with her Series 7, Life, Health and Variable Annuity licenses.

LPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 11,000 financial advisors nationwide (as reported in Financial Planning magazine 1996-2009 based on total revenues).

At LPL Financial, we understand the important role a financial advisor can play in managing your total financial life. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the art technology, innovative investment tools, and the exceptional support that allows your advisor to devote his or her full attention to your needs and objectives.

As LPL Financial Advisors, Kneeland, Matthew and Sharon have the combined experience of more than 50 years serving the financial planning and investment management needs of individuals and corporations. The firm has a unique service model that enables them to spend more time taking care of what's important to their clients.


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