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Pelican Wealth Advisors, LLC Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Pelican Wealth Advisors, LLC operates in the investment management sector and is based in Bonita Springs, Florida. The firm emphasizes an active, result-driven approach to portfolio management and focuses on providing wealth management services aimed at retirement planning, asset preservation, and creating sustainable income and a lasting legacy for clients and their successors. Serving individuals seeking holistic wealth management, the company places emphasis on client education and relationship building as part of its strategy to improve financial decision-making and overall well-being. Led by Dr. Frank Ragonese, Pelican Wealth Advisors positions itself as a local firm delivering personalized guidance rooted in proactive wealth management principles. The firm describes its mission around helping clients achieve not only financial prosperity but a balanced, fulfilling life, through services that address longevity risk and future uncertainties.

Find Pelican Wealth Advisors, LLC employees' phone numbers or email addresses

Pelican Wealth Advisors, LLC Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Pelican Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    F. R.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. W.
    Investment Advisor
    Phone icon
    Mobile Phone

Pelican Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Pelican Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    F. R.
    Owner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 15, 2026
  • Stylized image of a person
    N. W.
    Investment Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 24, 2026

Frequently Asked Questions

What is Pelican Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconPelican Wealth Advisors, LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-239-949-****
. Explore Pelican Wealth Advisors, LLC's company overview page for more information.

What is Pelican Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconPelican Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pelican Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Pelican Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconPelican Wealth Advisors, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pelican Wealth Advisors, LLC's key employees and leadership?

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As of July 2026, Pelican Wealth Advisors, LLC's key employees include:

  • Owner: F. R.
  • Investment Advisor: N. W.

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