Beyond the Numbers: Meet the McPhersons copertina

Beyond the Numbers: Meet the McPhersons

Beyond the Numbers: Meet the McPhersons

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What happens when you pull back the curtain on a family-run financial firm? This episode dives into the personal stories, sports obsessions, and local roots of Art and Julie McPherson, revealing how their team approach and deep Space Coast ties shape the way they guide clients through retirement, legacy planning, and life’s curveballs. Get to know the people behind the portfolio—and why relationships matter as much as returns.

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