Your iTHINK Wealth Management Advisor

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In Georgia

Rob Means
Phone: 678.569.1669
Fax: 608.236.7011

Rob.Means@LPL.com

In South Florida

Rene Fonseca Headshot

Rene Fonseca
Phone: 561.982.7706
Fax: 608.236.6286

Rene.Fonseca@lpl.com

In the Treasure Coast, Florida

Chuck Dutil Headshot

Chuck Dutil
Phone: 772.293.2448
Fax: 608.236.7809

Chuck.Dutil@lpl.com

Contact iTHINK Wealth Management's Program Coordinator

Nancy Smith
nancy.e.smith@lpl.com
Phone: 561.982.4719

 

Or complete the form below to have a Financial Advisor contact you:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker- dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or any Other Government Agency Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

 

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