Since becoming an Edward Jones financial advisor in 2006, I’ve had the pleasure of helping diverse clients identify and work toward achieving their unique financial goals. Whether our clients are approaching retirement or working to leave a legacy for their children, I custom tailor a solution unique to their goals.
Regardless of what brings them into our office, my branch prides itself on excellent customer service and a passion for getting to know our investors. Comfort is important, which is why we are honored to have so many single women and widowed investors choose to partner with us. The one thing that unites our investors regardless of their backgrounds is a drive and commitment to take control of their financial futures.
As a former professional athlete, performance is paramount to me. That’s why our branch office in Lakeland, FL does everything in our power to provide our investors with the best possible care and resources.
I have over 20 years in the financial industry, including experience in banking, as well as an AAMS® professional designation. I also hold bachelor’s and master’s degrees from Florida Southern College.
Our branch office administrator, Sherry, brings an additional 25 years of financial experience to the office as well as provides our clients support on the administrative side of things. Whether our clients are local or out-of-state, Sherry provides them all with the same impeccable customer service.
Outside of the office, I’m a dedicated family man who loves spending time with my wife, Heather, and our three children: Lily, Max and Emily. In my free time, I enjoy playing tennis and soccer, fishing, snow skiing, running and traveling.
I also enjoy spending time giving back to my community through serving on the boards of YMCA First Tee and the Lakeland Institute for Learning, an organization that started a school designed to provide the best chance for success for children with special needs.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberAlberto Bonfil at (863) 688-4411
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