LINDA G. HARNESS, OPERATIONS MANAGER
Linda brings extensive experience in the financial services industry to Scott White Advisors. She is a St. Petersburg, Florida native who began her financial services career in 1968 providing professional service to clients and supervising securities back offices.

She holds Series 7, Series 24, Series 27, Series 53, Series 52 and Series 63 securities licenses and a Florida life insurance license.  Linda is a Notary Public and holds the Registered Paraplanner designation. Linda and her husband John reside in Fort Myers.

PAMELA J. LYONS, CLIENT INFORMATION MANAGER
With 35 years of financial services experience, Pamela is an alumnus of Bank of America, where she served in several senior positions, including statewide management of both Trust Operations and Corporate Bank Operations for the state of Florida.

Pamela is a graduate of the Florida Trust School; she attended Florida State University and graduated from Averett University in Danville, Virginia. Pamela and her husband Chad have two children and four grandchildren, and she’s a 49-year resident of Fort Myers and Cape Coral.

KATHLEEN M. BYERS, CLIENT INFORMATION ASSOCIATE
Kathy, a native of St. Louis, began her financial career as an IRS field agent and instructor. Prior to joining Scott White Advisors, she was a financial manager and bookkeeper for a local church and school.

She provides administrative support for portfolio analysis and reporting and integrates our database with the Raymond James system. Kathy is a 24-year resident of North Fort Myers and she spent many years as a Girl Scout leader. She and her husband Chuck have one daughter and four sons.

PATRICIA K. ELWOOD, CLIENT SERVICE ASSOCIATE
Patty has extensive experience providing “white glove” service to uniquely successful families. She is a native of Madison, Wisconsin and moved to Southwest Florida in 2001 with her husband and two children. Prior to her current position, she provided professional service to clients of Banc One Securities, LPL Financial Services and Central Life Assurance Company.

Patty holds FINRA Series 7 and Series 24 securities licenses and State of Florida life and health insurance licenses and is a Notary Public.

REBECCA J. PARDUE, DIRECTOR OF FIRST IMPRESSIONS
Becky is an Indiana native. She worked in Stuart, Sarasota and LaGrange, Georgia, before relocating to Cape Coral in 2010.

Becky’s strong office skills and extensive administrative experience include 16 years in trust and estate administration. In addition to client communications and hospitality, she generates reports, coordinates event reservations and conducts front desk services.

She has three children and nine grandchildren. Becky and her husband, Pete, are active in their church and enjoy Southwest Florida’s beaches and antiquing excursions on the weekends.

WAITING IN THE WINGS

UHLER & VERTICH FINANCIAL PLANNERS, LLC

Our practice is built on personal service. Scott White limits the number of clients served by Scott White Advisors so that he can anticipate the needs of and personally serve each client and family.

To make sure that clients are served without interruption, Scott White Advisors has created a special relationship with Uhler and Vertich Financial Planners, LLC. In the unlikely event that Scott could not continue his financial planning practice, J. Thomas Uhler, Financial Planner and J. Corey Vertich, CFP® would step in to serve Scott White Advisors’ clients. Since Uhler and Vertich Financial Planners, LLC share office space and support staff with Scott White Advisors, a seamless transition would occur.

Tom Uhler has over three decades of experience in financial services in Southwest Florida. He is a member of the Financial Planning Association, past president of the Kiwanis Club of Sanibel-Captiva Islands, and serves on the Executive Board and Endowment Investment Committee of the Southwest Florida Council of the Boy Scouts of America. He is a graduate of Susquehanna University in Selinsgrove, Pennsylvania.

Corey Vertich began his financial planning career in 1989, achieved Certified Financial Planner™ status in 1994, and has served as president of both the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida. He is a cum laude graduate of Barry University School of Business in Miami.