Shannon T. Pitner, CFP

®

Founder & Chief Executive Officer

Co-Branch Manager

Shannon has been helping clients achieve their financial goals for over 35 years

Gwen Hertlein-Haber

Executive Assistant

Gwen has over 30 years of leadership experience giving clients exceptional service

Nova Cruce

Client Service Manager

Nova brings 25 years of financial experience and dedicated customer service 

 

 

© 2020 Nautilus Wealth Advisors 

Securities offered through Raymond James Financial Services Inc. 

Member FINRA/SIPC

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Nautilus Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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. https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice.htm

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 requirements.

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