Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
17yrs
Gerald Griffith
Financial advisor at Portfolio Medics
Gerald Griffith has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Bonita Springs, Florida. Gerald has been with Portfolio Medics since 2009. Portfolio Medics offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors at Portfolio Medics
Office27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
FirmPortfolio Medics
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$266,459
Advisors at the firm84
States licensed ?1 state
Services through Portfolio Medics
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowPortfolio Medics, LLCCurrent firm
Contact Gerald
(239) 444-1766Portfolio Medics main office 27499 Riverview Center Blvd Suite 406Bonita Springs, FL 34134Office · Get directions YouTube channelPortfolio Medics
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Questions to ask Gerald
Tailored to Gerald’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gerald
How do I contact Gerald?
Call Portfolio Medics at (239) 444-1766 and ask for Gerald Griffith. Gerald works from the Bonita Springs, FL office.
How long has Gerald been a financial advisor?
Gerald has been in the industry since 2009, about 17 years. More experience than 58% of advisors at Portfolio Medics.
What licenses does Gerald hold?
Series 65. Tap any license on this page to see what it allows.
Is Gerald a fiduciary?
Gerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gerald paid?
Portfolio Medics reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gerald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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