David A. Witter, CFP®
Founder and CEO
Katie M. Witter, MBA
Principal and Wealth Advisor
Kellen H. Williams, CFP®
Principal and Wealth Advisor
Danica Bolton, CFP®
Associate Wealth Advisor
Josiah B. Martin, MBA
Associate Wealth Advisor and Portfolio Manager
Leigh E. Cleeveley
Director of Operations
Nici Halweg
Portfolio Trader and Operations Specialist
Samson Streachek
Portfolio Trader and Operations Specialist
Margaret Peebles
Relationship ManagerThe History of Financial Harvest Wealth Advisors
In 2002, Winter Park, Florida, Financial Harvest Wealth Advisors Founder and CEO David A. Witter began guiding families toward prosperity and legacy.
Today, the Financial Harvest team has been built to address the unique financial planning needs of individuals, families, and businesses from now through retirement.
Financial Harvest Wealth Advisors serves approximately 260 local, national, and international clients and is entrusted with over $500 million in assets entrusted to management. David A. Witter, Katie M. Witter, and Kellen Williams, Danica Bolton, and Josiah Martin are fiduciaries for clients, governed by the highest level of legal standards, providing care and trust for client assets and concerns.
Financial Harvest Wealth Advisors Timeline
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Our Commitment to You, Our Client
Financial Harvest Wealth Advisors is committed to guiding families toward prosperity. Our fiduciary care provides clients with the peace of mind and the freedom to live a good life.
From the very first meeting with Financial Harvest, our wealth advisors lead you through our Wealth Management Consultative Process.
A consultative approach means much more than impersonal reporting and generic financial advice.
We go deep to understand our clients’ intentions to live an amazing life of significance. This affects the people they love, the causes they care about, and their ability to make a difference. We then continuously share assessments of their current situation, and lead them through strategies to move towards fulfilling their intentions… no matter the ever-changing circumstances.
Our Process provides a structure to ensure that clients address the seven most important financial concerns of successful families. Our clients tell us that this leads them to experience a sense of purpose, peace of mind, and confidence as their interests and concerns are at the center of all we do.
One of our Financial Advisors will meet with you in person or via a Zoom call. You choose the option that is most convenient for you. Our time together will be relaxed and informative.
- Throughout our meeting, we’ll be listening carefully to everything you tell us. We want to understand where you are now, where you are headed, and begin to do some gap analysis to help you get there.
- We’ll share insights with you about the 7 most important areas for producing success with wealth.
