Edward Jones - Davis Masella, CEPA®

About Us

I was born and raised in Venice, Florida, and have been living in North Port since 2019. My wife, Sarah, and I have a young son named Colt who was born in 2023. I have grown up in a family of business owners, and those are the type of individuals who are very near and dear to me. As a Certified Exit Planning Advisor® professional, I specialize in helping business owners prepare for the transition out of their business. Whether you are transitioning your business to a family member or selling to a third party, I can help you make sure that both you and your business are ready for your exit by focusing on personal, financial and business planning to ensure a smooth transition while harvesting the wealth locked in your business.

As I work with my clients, I focus on what is important to you. I am always looking for ways to improve your quality of life by making the process as easy as possible, while taking into consideration strategies for lowering your taxes, avoiding probate in your estate, efficiently donating to charities and helping you live the life you want in retirement.

It is never too late to start planning, even if you are already retired. Call my office today to schedule an appointment to meet with me and discuss how we can work together to achieve the lifestyle you are looking for. All consultations are free, and I look forward to meeting you.