Murrell Winter is the owner of SWAN Retirement Strategies. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their retirement dreams, and helps create short-term and long-term goals in making their dreams into reality. Murrell is also a financial planning professional at The Second Half Team.

Murrell also plays a role in our institutional advisory services. He helps business owners manage company-wide retirement plans, facilitate company-wide meetings, and serve each employee on the individual level.

Murrell has earned a bachelor’s degree in finance from Palm Beach Atlantic University and a master’s degree in finance from The University of Tampa. He is married to his high school sweetheart, Kayla, and they live in Sarasota, Florida.

Massimo Teresi is a financial advisor who specializes in retirement planning. He received his bachelor’s degree from Florida Gulf Coast University. Massimo specializes in empathizing with his clients and connecting with them on a personal level.

Massimo takes the time to understand his clients’ financial goals and works with them to develop a customized financial plan that helps them achieve those goals.

Massimo is a fiduciary, which means he puts his clients’ best interests ahead of his own. He believes this is a key element in building strong, lasting, personal relationships with his clients. He works in our Sarasota, Florida, office, the town in which he was born and raised.

Stephanie began her career in the financial services industry in 1992 with Prudential Insurance, where she obtained her Series 6 and Life Insurance licenses. She graduated in 1994 with a Bachelor of Business Administration in finance and economics. She specializes in assisting Registered Investment Advisors with their back-office operations and marketing. She has a lot of experience working in the financial industry.

Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn (29), Haleigh (19), and Gabriel (14). She enjoys camping with her family, quilting and embroidery, and reading.

Palva grew up in the Czech Republic but moved to the United States in her teenage years. She holds a bachelor’s degree in interdisciplinary arts and sciences from the University of Washington. Palva spent almost 15 years working in municipal government providing customer service to residents of Bellevue, WA, and the last six years in client services for financial professionals.

Palva currently resides in Phoenix, Arizona with her husband, son, and their dachshund. In her free time, Palva enjoys hiking and photography.