A Trusted Team
for What’s Next

Same passion. A brighter tomorrow.

Considering a
transition of your practice?

For advisors within 5 years of retirement, ClearView Wealth Management offers a collaborative, supportive home to help you simplify, sustain, and successfully transition your practice — on your terms.

You’ve built a remarkable practice.
Let us help you take it further.

Why ClearView?

Independence. Support. A stronger tomorrow.

Transition Support

Onboarding and transition assistance designed to help you move assets and client relationships efficiently and thoughtfully.

Supported Independence

Run your business with autonomy, with ongoing operational, technology, and compliance support.

Open Architecture

Access to a broad range of investment solutions, custodians and 6 financial planning softwares to best serve your clients.

Collaborative Team Environment

A relationship-driven culture that encourages collaboration over competition, with opportunities to partner across specializations and generations.

Complete Business Autonomy

Full control over branding, client experience, and growth strategy.

Competitive Compensation & Benefits

Comprehensive benefits and resources typically unavailable to standalone independent practices.

A Team Built for Your Success

John has built a talented, multi-generational team of financial planners and professionals dedicated to helping you and your clients thrive. From planning and investment support to client service, marketing, and operations — you’ll have a team behind you every step of the way.

Adrianna Radford

Chief Marketing Officer

321-830-2259 (voice only)

Cynthia Zwart

Marketing Assistant

Donna Delmar

Financial Planner

John Becker, MBA, CMFC®

Founder & Financial Planner

Louise Boivin

Director of Office Operations

Michael Ritter

Financial Professional

Nancy Troe

Marketing Assistant

Nick Stylos, MBA

Financial Planner

Peter Zwart

Financial Planner

Robert Rosenberger, CEPA®

Financial Planner

Rueben R. Hill II

Financial Planner

Terry George, CFP®, AAMS®, AWMA®, CLTC

Financial Planner

Timothy Harris

Financial Professional

Will Stylos, MBA

Financial Planner

Rooted in relationships. Proudly serving the Space Coast and beyond.

And a dedicated team of additional planners and professionals

Let’s Have a Conversation

Interested in learning more about how ClearView Wealth Management can support your transition? We’d welcome a confidential conversation.

Next Chapter
Brighter Horizons

For educational purposes only. Not a solicitation or offer of employment. Advisors should consult legal and compliance professionals when evaluating any transition.

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with ClearView Wealth Management.

Considering atransition of your practice?

Why ClearView?

Transition Support

Supported Independence

Open Architecture

Collaborative Team Environment

Complete Business Autonomy

Competitive Compensation & Benefits

A Team Built for Your Success

Let’s Have a Conversation

Considering a
transition of your practice?