Renee Springstead is a Wealth Advisor at Fross and Fross Wealth Management. Many residents in and around The Villages rely on her to manage their assets while they enjoy their retirement dreams. In establishing a relationship with her, widows are not overwhelmed by financial matters following the death of a spouse.
“I work with a diverse group of people,” she says. “I love working with new retirees and helping them develop a financial plan so they can enjoy a fulfilling lifestyle with the money they accumulated.”
To simply say, Renee enjoys her relationships with clients is an understatement. She embodies the company’s motto of “Friends and Family Investing in Life Together.”
In 2020, she formed a group called “Tea-Time with Renee” for her female clients. The group meets quarterly to not only learn about finances but also to engage in fun activities like wine tasting and making chocolate. To quote Renee, “When you go into work each day and live that motto, it’s extremely rewarding”.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Wealth Advisor / Fross & Fross Wealth Management
352.205.7800 / 910 Old Camp Road Suite 90, The Villages / frossandfross.com