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 SeidelChairman of Liberty Private Client, Richard has over 40 years of investment, trust and legal experience.
Michael McCortFounder and President of Liberty Private Client, Mike has over 25 years of investment industry experience.
Skip DittmannHarry, also known as “Skip” has led a distinguished career in investments and banking for over 46 years.
Don NaimoliAs a seasoned investing executive, Don is tasked with enhancing the productivity and operational efficiency within the organization.
Deana SimcoxDeana serves as Chief Compliance Office and Office Manager for Liberty. She is also responsible for the Firm’s books and records.
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.
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.