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  • Our Firm
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    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
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  • Events
  • Contact Us
       
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  • Our Firm
  • Team
    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
  • Services
  • Events
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    • Tony Gomes
    • Bradley Peterson
    • Trae Gomes
    • Brad Magee
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trae1

Trae Gomes

Position:   Director of Marketing, Office Manager

Experience:   14 Years

Location:  2520 N Tamiami Trail, Nokomis, FL 34275

Email:   traegomes@awmfl.com

Phone:   941.451.8512

    

Personal Experience and Background Story of Your Financial Advisor

Trae is our clients’ first contact in our office. He joined the firm in 2005 and has a strong background in customer service and project management. As the firm has grown, his role has evolved; in addition to serving as director of marketing, Trae also manages new account processing,

coordinates client events, manages the company website, handles all administrative projects and takes the lead role for our community service events. He has enjoyed working with companies such as Raymond James Financial Services, Fidelity and now Charles Schwab.

Continued…

Born in Providence, Rhode Island, Trae then ventured to Massachusetts, Texas and Illinois, finally landing in beautiful Sarasota, Florida, at the age of 7. He attended Pine View School for the Gifted and then attended Sarasota Riverview High School to pursue his athletic goals. While at Riverview, he excelled at football and track and field. Hard work and dedication earned him an NCAA Division 1 academic and football scholarship to the University of Central Florida in 2003, where he played defensive back for UCF (Go Knights!).

 

While at UCF, Trae studied international business and marketing. During his time there, he was introduced to various ways of giving back to the community, which left a lasting impression. He enjoys helping out at events for Habitat for Humanity and All Faiths Food Bank, and he coaches youth football for Sun Coast Sports Club.

 

Trae resides in Sarasota, where he takes full advantage of the amazing fishing in the coastal waters. Some of his interests are boating, volunteering in the local community, traveling to new destinations and spending time outdoors with family and friends as much as possible.

Meet Our
Team

We bring each client a combination of deep industry knowledge and expert perspectives from other industries on the challenge at stake, to offer our clients fresh perspectives and breakthrough business insights.

MEET OUR TEAM

Tony Gomes

FOUNDER & CEO

Bradley Peterson

CHIEF INVESTMENT OFFICER

Trae Gomes

DIRECTOR OF MARKETING

Brad Magee

ATTORNEY

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Advanced Wealth Managenet – meticulous wealth management is a beautiful thing.

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Team

  • Tony Gomes
  • Bradley Peterson
  • Trae Gomes
  • Brad Magee

Head Office

2520 Tamiami Trail N.

Nokomis, FL 34275

Email: traegomes@awmfl.com

Phone: 941.451.8512

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advanced Wealth Management, LLC (“AWM”) is a Florida Registered Investment Adviser located in Nokomis, Florida. Investment advisory services offered on a fee basis through AWM. AWM has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. Member SIPC. AWM and Schwab are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.