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Sarasota Team

Joshua G. Sankes

Joshua G. Sankes CDFA®, AWMA®, WMS™

Managing Partner
Josh.Sankes@intellusadvisors.com
Kevin Rice

Kevin Rice CFP®

Financial Advisor
Kevin.Rice@intellusadvisors.com
Nancy Solimine

Nancy Solimine

Senior Client Relationship Manager
Nancy.Solimine@intellusadvisors.com

Bonnie Anderson

Senior Client Relationship Manager
Bonnie.Anderson@intellusadvisors.com

If you've ever wished your financial advisor actually knew you - we'd like to have that conversation.

Start a Private Conversation   Who We Serve

Naples

8625 Tamiami Trail N., Suite 301
Naples FL 34108

Phone: (239) 649-3600

Fax: 239-649-3618

Email: intellus@intellusadvisors.com

 

Sarasota

2999 S Tamiami Trail
Sarasota, FL 34239

Phone: 941-404-2800

Fax:  239-649-3618

Email: intellus@intellusadvisors.com

 

Start A Private Conversation

Form CRS | Disclosures: ADV Brochure | Disclosures: Wrap Brochure

IAPD - Investment Adviser Public Disclosure

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intellus Advisors is not a tax advisor. Please consult your tax professional for tax specific questions.

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