The Spatola Group

With over 30 years of industry experience, We strive to provide exceptional wealth management and client service to each and every client, helping them achieve their financial and life goals.  We believe our passion for the business and for our clients make us stand out in this industry. We believe this passion has been passed down from generation to generation with my dad Marvin Liberman who was with Merrill for 50 years being at this foundation. We deal with all aspects of wealth management including personalized portfolio management , personal and corporate retirement plans, tax efficient income planning, life insurance , long term care insurance, estate planning services in my residences in Florida and Massachusetts. We pride ourselves on taking a holistic approach in my planning, working closely with my Client’s Attorneys ,CPA’s and Medicare Specialists to help ensure all plans are sound and aligned.

We follow the deep-seated Merrill tradition of participating in the communities we serve. This drives our interest in spending time volunteering with organizations in our counties Since relocating to Punta Gorda, I have become a coach with Girls on the Run , joined the Women United of Charlotte Country for the United Way and have been a Board Member for Animal Welfare of Charlotte County for several years. Being on the Board for the AWL sets the path for my retirement dream of owning/running an animal shelter in the future. I am also a member of the Punta Gorda Chamber of Commerce and the Charlotte County Chamber of Commerce. I was on the Board of Directors for School on Wheels for 7 years and Chair for the Holidays Bags Drive for the 200+ students in our program. I worked with local schools, businesses and communities to gather donations for the Holiday Bags. I then hosted Bag Stuffing and Card Decorating Events with a local Student Councils.