WELCOME TO SAFE HARBOR ADVISORS, LLC
Financial advisor, tax management, retirement specialist Pensacola, FL
Safe Harbor Advisors mission is to help individuals, families, and businesses plan for a secure future through education and quality strategies. We believe no two individuals or businesses are alike which is why we are dedicated to giving clients the personal attention they deserve. Our financial solutions are as unique as our clients. At Safe Harbor we coach you to and through retirement.
Don Moore; Financial advisor, tax management, retirement specialist Pensacola, FL
Don Moore is a Registered Financial Consultant® and a Certified Estate and Trust Specialist™ with Safe Harbor Advisors. He and his team have over 30 years of business experience in the financial services and estate planning industry.
Mr. Moore is the author of “Your Retirement Roadmap” a book helping today’s retirees navigate the roads and potholes of retirement.
To schedule a time to discuss your financial future contact us at firstname.lastname@example.org or call us at 850-435-4844 today!
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Chief Investment Officer
With 40 years investment experience, Mr. Bertelsen joined Global Financial Private Capital as a Portfolio Manager and Managing Director in 2004. Prior to joining Global Financial Private Capital, Mr. Bertelsen was director of the value equity group for Phoenix Investment Counsel. He previously served as Chief Investment Officer at Dreman Value Advisors and Portfolio Manager of the Kemper-Dreman Contrarian and Small Cap Value Funds. He also served as Senior Vice President with Eagle Asset Management and the head of the equity investment department at Colonial Advisory Services, Inc., as well as Senior Vice President & Manager of The Colonial Fund. In addition, Mr. Bertelsen held positions with Batterymarch Financial Management, and State Street Bank & Trust Company...Read more