Asset Management & Advisory Services
An Organization Is Nothing More Than People Trying To Do The Right Thing.
Good organizations focus on hiring the best people. Once you have like-minded individuals who share your values, you can focus on creating strategies around client needs. If you don’t trust your team, it all falls apart—you have to select, very carefully, the group of employees who will, as individuals, bring your firm to life. That’s why we’ve chosen this team: They make Asset Management Advisory Services of Lee County what it is today with their dedication, hard work, heart, and vision.
Peter Casciotta – Owner
Peter Casciotta prides himself on his connection to his clients. Where numbers are cold, he enjoys a warm relationship with the people he serves, because they know he has their best interests at heart. He looks at every client’s needs, risks, and objectives, and gives them a straightforward and honest recommendation. His philosophy has earned him many referrals and a dedicated following in the community.
Mr. Casciotta follows sound financial planning processes that address the key areas of your financial life while taking into account your future desired lifestyle. Prior to his career as a financial professional, he raised capital to fund the establishment of Projectavision Inc., a hi-tech corporation responsible for the creation of the LCD video projector.
He was recently married to his wife Angela and enjoy their free time at the beach and with most outdoor activities such as evening bicycle rides, boating and fishing and golfing.
Mr. Casciotta also enjoys archery, sportsman activities with his son P.J., and playing guitar on Sundays with his church.
He holds a Series 7, Series 65, and Series 63 with FINRA since 1994.