June Marie Braithwaite is a licensed Investment Adviser Representative and Certified Compensation Professional working as part of the team at Sarasota Wealth Advisory in Lakewood Ranch, Florida.  As an Investment Advisor Representative, June is held to a fiduciary standard and is legally required to act in your best interest.

A graduate of the University of South Florida, June spent many years working for previous offices compensation and benefits, most recently helping employees at Boar’s Head in planning for their future.

During her time working in corporate roles, June was an advocate for educating employees on the importance of saving. She would regularly guide them on the best ways to put aside money for their golden years, and also explain ways to ensure that the money would be able to last throughout their retirement.

Her experience and passion to help others guided June to leave the corporate world so she could focus on educating all who could use her guidance. June enjoys developing plans with her clients to protect and preserve their hard-earned assets using strategies such as:

• Fixed Indexed Annuities
• Life Insurance Planning with Living Benefits
• Tax-Free Retirement Strategies
• Portfolio Management
• 401(k) Rollovers and IRAs

Residing in Lakewood Ranch, Florida, June enjoys cooking, perfecting her workout routine, spending time with friends and family, and relaxing at the beach. Much of her free time is spent volunteering for Sisterhood For Good, a nonprofit whose goal is to raise funds to grant to other nonprofit organizations.

Education & Certifications:

• Investment Adviser Representative (Series 65)
• Licensed Producer, Life & Health
• Certified Compensation Professional (CCP)
• B.S. Business Administration, University of South Florida

Alin has been a resident of south Florida for over 50 years and now calls Sarasota his home, having previously lived in Fort Lauderdale. He graduated from the University of Miami with a degree in business management and finance. Alin’s goal has always been to have a firm that would offer the most comprehensive strategies and tools that the financial services industry had to offer and having a team of experienced professionals, founding Sarasota Wealth Advisory to serve that purpose.

Alin has been a featured speaker at national financial industry conventions, conducting educational workshops and seminars for advisors and the public. He has also lectured the University of Miami and Keiser University on many topics regarding retirement planning. Alin has appeared in Wall Street Select, Fox Business News, ABC, NBC, CBS News, CNN, Worth, Boston Globe, Miami Herald, Sarasota Herald Tribune, Chicago Tribune, Fortune, and Money, and has hosted his own radio show, “Smart Money Strategies,” for many years.

His designations include the Retirement Income Certified Professional from the American College, identifying him as a specialist in income retirement planning strategies.

When Alin isn’t in the office, he is a fundraiser and advocate for the Alzheimer’s Association, Hospice of South Florida, and the Humane Society, and is a judge for the University of Miami ethics debate team, which has won numerous national ethics debate contests. He also enjoys lawn bowling, tennis, and Tai Chi.