Meet Our Team
Diversification of holdings helps to reduce the risk and we strongly believe that exposure and the allocation to several different asset classes, in both equity and fixed income, is beneficial in the current market.
Richard Seidel
Chairman of Liberty Private Client, Richard has over 40 years of investment, trust and legal experience.
Michael McCort
Founder and President of Liberty Private Client, Mike has over 25 years of investment industry experience.
Deana Simcox
Deana serves as Chief Compliance Office and Office Manager for Liberty. She is also responsible for the Firm’s books and records.
Ashlyn Smith
Ashlyn serves as an Investment Analyst. She screens stocks, mutual funds and ETF’s for our investment portfolios.
Our Mission Is to Provide a Professional & Honest Approach to Investing
Expertise. Efficiency. Client Advocacy.
OUR TEAM STRIVES TO BUILD PERSONALIZED INVESTMENT STRATEGIES TAILORED TO YOUR SPECIFIC NEEDS.
(239) 275-2538
5237 Summerlin Commons Blvd., Suite 319
Fort Myers, FL 33907
In case of emergency, please call Deana Simcox at 484-320-0484 or Mike McCort at 239-839-6552.