MUTUAL TRUST ADVISORY GROUP, INC.
ESTERO, FLORIDA

Mutual Trust Advisory Group, Inc. is a reputable financial advisory firm based in Estero, Florida, operating under the registered name file number P13000007365. Incorporated on January 22, 2013, this company provides expert financial planning and investment services, utilizing portfolio designs from Dimensional Fund Advisors while maintaining independent operational status. The corporate office is located at 24099 DIETZ DR, Bonita Springs, FL 34135. The firm's team includes highly qualified professionals such as Ruth Wendl and Scott R. Schatzle, CFP®. Ruth Wendl brings over 15 years of diverse organizational experience to her role as a financial planner at the company. She graduated Cum Laude from Florida Gulf Coast University with a Bachelor of Science in Finance in 2014 and holds both a Series 65 license and an Investment Advisor Representative designation. Scott R. Schatzle, serving as a Director, shares his expertise and leadership to further enhance the firm's commitment to clients' financial well-being. This collaboration underscores Mutual Trust Advisory Group’s dedication to providing personalized and strategic financial solutions designed to meet diverse client needs. For more information or service inquiries, interested parties can contact the company at (239) 204-4333 or visit their website at mutualtrustadvisorygroup.com.