DeWitt Wealth Advisors

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DeWitt Wealth Advisors

DeWitt Wealth AdvisorsDeWitt Wealth AdvisorsDeWitt Wealth Advisors
  • Home
  • About Us
  • Services
  • Client Testimonials
  • Contact

Client Testimonials

Eileen Holden

Former President of Polk State College


  "Ryan DeWitt is a knowledgeable, reliable financial advisor who goes above and beyond to make sure his clients understand all of the complexities of each type of account and transaction. He is extremely responsive with return calls, emails, and texts. I have confidence in Ryan’s financial expertise. He is a consummate professional."

Nicole Ross

Polk County Schools Teacher


 "Thinking about my retirement options was a daunting, overwhelming task I avoided. After all, retirement was always so far away… until it wasn’t. Fortunately, I found Ryan Dewitt, at DeWitt Wealth Advisors. My stress and anxiety melt away every time I meet with him because he explains everything with

Nicole Ross

Polk County Schools Teacher


 "Thinking about my retirement options was a daunting, overwhelming task I avoided. After all, retirement was always so far away… until it wasn’t. Fortunately, I found Ryan Dewitt, at DeWitt Wealth Advisors. My stress and anxiety melt away every time I meet with him because he explains everything with clarity. (And believe me, I have a lot of questions and explaining finance to me is no easy task!) He takes the time to listen to my needs and wants, explains options clearly, and offers thoughtful guidance. He carefully crafts a plan personable to my goals and addresses my concerns with ease. I was worried about whether I would be able to retire comfortably, but after developing a financial plan with options addressing my questions and concerns, decisions became easier to make and started falling into place! It is what he said that stood out to me the day I met Ryan. He said that his mother is a teacher, and he treats his clients like he would his mother. This holds true." 


  Howard Kerner

Professor emeritus Polk State College


"I am very happy to share my deep appreciation for working with Ryan DeWitt of LPL. For over 5 years, I have trusted Ryan’s knowledge, insight and instinct, all of which have been perfect. His knowledge of the financial system and its consumer products is second to none. Unlike other fin

  Howard Kerner

Professor emeritus Polk State College


"I am very happy to share my deep appreciation for working with Ryan DeWitt of LPL. For over 5 years, I have trusted Ryan’s knowledge, insight and instinct, all of which have been perfect. His knowledge of the financial system and its consumer products is second to none. Unlike other financial advisors with whom I have worked, Ryan’s advice is always specific to me, always what is best for my interests, needs and plans. With him, I always feel free to discuss the pluses and minuses of any idea, so that I totally understand all the ramifications before I make a decision. As important as his knowledge is Ryan’s total trustworthiness. I have never once had to worry since Ryan follows through quickly on every information point, and every stage of every potential and real transaction. His great kindness, patience and generous spirit make him an even more superb and exemplary professional. So pleased and impressed have I been with Ryan’s work that, based on my recommendation, my brother and nephew are now happy and satisfied clients of Ryan’s as he tailored his valuable information/advice to the very different needs of each of them. I recommend Financial Advisor Ryan DeWitt in the very highest terms possible!"


 Stephen Rushton

Retired University of South Florida Professor


 "Over the past 10 plus years David and his son, Ryan, have been supporting me in my desire to retire with a healthy financial portfolio. Over the years I have felt secure in knowing that my retirement funds were in exceptional hands. At first, with David and then toward the end

 Stephen Rushton

Retired University of South Florida Professor


 "Over the past 10 plus years David and his son, Ryan, have been supporting me in my desire to retire with a healthy financial portfolio. Over the years I have felt secure in knowing that my retirement funds were in exceptional hands. At first, with David and then toward the end of my tenure with the University, together as father and son. I cannot say enough regarding their confidence in getting me to my goals, knowledge in understanding the market and matching my concerns to it and their sincerity in caring about me as a person first "


Amber Statham 

 Retired Administrator, School District of Hillsborough County 


 I have used David DeWitt as a financial advisor for over 15 years (not sure of time). He has always taken care of my financial investments as though they were his own. He is easy to talk with, and will answer any and all questions you may have. He is very quick 

Amber Statham 

 Retired Administrator, School District of Hillsborough County 


 I have used David DeWitt as a financial advisor for over 15 years (not sure of time). He has always taken care of my financial investments as though they were his own. He is easy to talk with, and will answer any and all questions you may have. He is very quick to respond and will go above and beyond in any financial matter. He is extremely conscientious and trustworthy. 


Alice P. Hollis 

Retired Polk State College professor


 "My affiliation with Ryan DeWitt began about 7 years ago as I prepared for retirement from the Polk State College faculty after over 37 years, I was scared and had sat through several on-line wealth advisory discussions. Ryan laid out the various investment options with ease and simplic

Alice P. Hollis 

Retired Polk State College professor


 "My affiliation with Ryan DeWitt began about 7 years ago as I prepared for retirement from the Polk State College faculty after over 37 years, I was scared and had sat through several on-line wealth advisory discussions. Ryan laid out the various investment options with ease and simplicity which helped me see the pros and cons. He most definitely has a full grasp of fiduciary management and tweaks my plan as needed. My husband is equally impressed with his expertise and has Ryan also manage his funds. It has been a pleasure and comfort working with Ryan DeWitt." 


Holly Bishop

 Polk County Schools Teacher 


 " Ryan has explained my options in a way that has helped me to make decisions for my future. I am so happy to know that my best years may still be ahead! Thank you for helping. t "



 

 Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice is offered through IHT Wealth Management, a registered investment advisor. LPL Financial and  IHT Wealth Management are separate entities. 

 The LPL Financial and IHT Wealth Management registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  


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