Our Team

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Find a Financial Professional

Julie Brunswick
Katherine Perez
Kenneth A Levin, CFF®, RFC

Kenneth A Levin, CFF®, RFC

Certified Financial Fiduciary®

(239) 333-0490

ken@iiadvisors.net

Ken is a Certified Financial Fiduciary® and a Co-Founder of Independent Investment Advisors.

Julie Brunswick

Registered Representative

239-333-0490

239-333-0497

julie@iiadvisors.net

Julie R. Brunswick is the Head of Operations and a Security Licensed Customer Care Strategist at Independent Investment Advisors, where she has been an integral part of the team since 2008. Starting as a receptionist, Julie worked her...

Katherine Perez

Office Coordinator

239-333-0490

239-333-0497

office.admin@iiadvisors.net

Katherine Perez is the Office Coordinator at Independent Investment Advisors. With nearly 18 years of experience spanning customer service, relationship management, and client retention, she is dedicated to creating a pleasant and...