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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Florida involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Florida?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Florida to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Florida financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Florida

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Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458

561-623-5492

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Armand Atkinson

Advanced Wealth Planning Group

5401 W Kennedy Blvd, Ste 460

Tampa, FL 33609

813-770-9864

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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202

941-500-5122

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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

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H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

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Joseph J Mastroianni

365 Wealth Partners

304 W Venice Ave., Ste 205

Venice, FL 34285

941-786-3319

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Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

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Rick DiBiasio

Latitudes Financial Strategies

120 West 6th Ave
Suite E

Windermere, FL 34786

407-909-1033

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Al Osgood

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

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Anthony DeLuca

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407-422-2423

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Clay Anderson

Ascendance Wealth

1414 N 10th Ave

Pensacola, FL 32503

303-264-4797

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David H. Morgan

R.E.A.P., Llc

4651 Salisbury Road
Suite 400

Jacksonville, FL 32256

386-793-8981

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Dwight Pendola

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202

910-352-0751

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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

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John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral Fl & Troy Mi, FL 33914

248-641-4444

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Robert W Scullen

Brookstone Capital Management LLC

2760 Semoran Circle

Pensacola, FL 32503

850-262-9360

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Charles Helme

BH Asset Management, LLC

1221 Brickell Avenue, 9th Floor

Miami, FL 33130

786-475-1280

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810

321-207-9017

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Glynis Banhan

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-288-3439

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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

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Jonathan Briggs

BRIA Capital Group, LLC

2909 W Bay to bay Blvd
Suite 402

Tampa, FL 33629

813-448-1122

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Kevin Kroskey

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109

239-778-0707

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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950

941-391-8000

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Stephanie Carreras

Signet Financial Management

2255 Glades Road Suite 324A

Boca Raton, FL 33431

786-742-4942

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Ali Zafar

Morgan Stanley

4855 Technology Way, Suite 600

Boca Raton, FL 33431

561-393-1829

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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

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Kevin T Clark

Plan Confidence Corp

4974 Oldham St

Sarasota, FL 34238

312-373-0772

List of Additional Financial Advisors in Florida*

* Additional advisor listing is provided in partnership with Yext

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Stephany Sirius

2989 Pga Blvd

Palm Beach Gardens, FL 33410
954-612-1237

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Austin Smart

12370 S Cleveland Ave

Fort Myers, FL 33907
270-535-7634

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Innovate Financial

1401 South Florida Ave

Lakeland, FL 33803
920-486-5565

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Raymond Mayer

12370 S Cleveland Ave

Fort Myers, FL 33907
631-521-1440

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Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

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APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
904-834-2579

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Drew Granauro - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5875

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Elizabeth Cambareri - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
904-632-0206

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Sebastian Ramirez - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-507-7780

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Ingram Financial Group

799 Overlook Drive

Winter Haven, FL 33884
800-425-8242

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AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
863-207-0883

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Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
321-751-5599

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ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
407-698-3418

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Sean Humphreys - TD Wealth Financial Advisor

14836 Pines Boulevard

Pembroke Pines, FL 33027
561-322-8231

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Eric Beira-Casanova - TD Wealth Financial Advisor

350 Lincoln Road

Miami Beach, FL 33139
561-696-4322

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Valere Mukubu - TD Wealth Financial Advisor

19125 Biscayne Blvd

Aventura, FL 33180
786-606-0368

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Antonio Cannataro - Ameriprise Financial Services, LLC

12330 Tamiami Trl E
Ste 101-A

Naples, FL 34113
914-997-7526

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Fred Steinmark - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-288-8477

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Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
239-432-5284

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Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
407-898-3181

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Ken Wingerter - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7830

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Mayrin Fontaine Moya - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3353

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Allstate Personal Financial Representative: Gregory Smith

1890 W County Road 419

Oviedo, FL 32765
407-365-1766

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Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
239-593-4433

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Osgood & Associates - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

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Marvin Brooks

800 South Jefferson St.

Monticello, FL 32344
850-584-2057

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Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
407-359-2615

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Michelle Rafferty

15000 Northwest 140th St.

Alachua, FL 32615
386-853-6175

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Brian Urban, CRC®

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8028

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Hani Henein - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-569-7011

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Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
407-331-7330

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Patricia Evans

350 N. Temple Ave.

Starke, FL 32091
904-452-2050

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Mary Wellington

217 North Calhoun St.

Tallahassee, FL 32301
850-302-7850

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21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
813-281-9200

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Anthony Tortoriello - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-4002

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Nanette Saunders - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7060

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Howard I Kaslow - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7053

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Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
904-683-6211

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Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
561-733-9900

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Jordan Priddle

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8516

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Andrew Beh - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0288

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Michael Hoeflich - Ameriprise Financial Services, LLC

5101 N 12th Ave
Ste A

Pensacola, FL 32504
850-476-5773

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Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
321-723-5480

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BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
941-375-2420

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Thomas W Goodrich - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
904-861-0650

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Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7091

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Lisa Paczkowski, CFP - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-8689

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Kip Harrison

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7640

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Bill Bechtol

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7655

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Chris Guarino - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

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Alberto Peralta Ramos - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3332

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Arthur M Schwartz - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-393-1815

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Oscar Pina - Ameriprise Financial Services, LLC

4000 Ponce De Leon Blvd
Ste 470

Coral Gables, FL 33146
305-444-7317

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Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
321-972-8768

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Karen Harvey - Ameriprise Financial Services, LLC

3520 NW 43rd St

Gainesville, FL 32606
352-331-0313

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Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7583

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Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
321-363-1147

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Associated Planners Group

407-909-9850

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Blake Robson - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Schiffman Wealth Management - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2316

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John Zangari - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8711

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Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2322

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Heather S Saunders - Ameriprise Financial Services, LLC

209 S Howard Ave

Tampa, FL 33606
813-805-0900

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Anchor Financial

850-230-2323

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Beverly Noble - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
407-843-7163

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Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

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Ron E Ziembko - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7013

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Jack Blunt - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6465

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All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

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Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
561-314-1840

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Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
813-835-8801

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George Sadowski - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5861

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Ivan Palacino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6938

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Reed Forrestel - Ameriprise Financial Services, Inc.

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7540

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Jean-Pierre Gobic - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8508

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Edward Jones - Financial Advisor: Jared T Colao, AAMS¿|CRPC®

10720 State Road 54
Building B

Trinity, FL 34655
727-372-7678

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Shayla R. Davis, MBA - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7513

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Tony Ferro - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4533

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David R Tilghman - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-460-7803

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The MA+CH Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1200

Miami, FL 33131
305-376-2403

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The Counterpoint Group - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5039

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Edward Jones - Financial Advisor: Josh McCoy, CFP®|AAMS¿

4502 Cortez Rd West
Suite 105

Bradenton, FL 34210
941-795-2783

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Issa Norcini Consulting Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

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Bart Bennett

1500 North U.S. Hwy. 41

Inverness, FL 34450
352-726-3200

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Adam Boyar - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5856

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Matthew Deckman - Ameriprise Financial Services, LLC

10 Florida Park Dr N
Ste D

Palm Coast, FL 32137
386-597-2994

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Gregory Buchko - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5032

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Lobo - McCampbell Group - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-776-2547

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James Smalley - UBS Financial Services Inc.

201 North New York Ave

Winter Park, FL 32789
407-618-7911

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Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
407-502-0203

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Mark Abramson - UBS Financial Services Inc.

201 North New York Ave

Winter Park, FL 32789
407-872-6327

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The Fuentes-Hondermann Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-1000

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American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
407-673-6300

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Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
305-670-5575

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Morgan Stanley Financial Advisors

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-365-3900

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Morgan Stanley Financial Advisors

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
941-714-7900

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Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0222

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Michele Stahl - Ameriprise Financial Services, LLC

12621 Trade Way Dr
Unit 7

Bonita Springs, FL 34135
239-304-9345

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Bre Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3305

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Brett A Cohen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2020

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Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
973-216-3873

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Danilo Lacayo - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-648-4632

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Allstate Personal Financial Representative: John Swope

924 N Gadsden St

Tallahassee, FL 32303
850-253-5761

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Charles Jenkins - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2300

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Anatoly Iofe - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4646

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AutoZone Auto Parts

13525 SW 288th St

Homestead, FL 33033
786-572-6145

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Desjardins Retirement Solutions LLC

363 Fennell Blvd

Lady Lake, FL 32159
352-444-1400

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Charles Kalb - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7526

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Allstate Personal Financial Representative: Regina Carter

1175 College Blvd

Pensacola, FL 32504
850-478-7490

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Michael Ferreira - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
860-380-2157

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Oscar Tapia - Ameriprise Financial Services, LLC

223 Taylor St
Ste 1126

Punta Gorda, FL 33950
941-637-9700

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Polaris Financial Strategies Group

335 Tamiami Trail

Port Charlotte, FL 33953
703-467-0370

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SW Group Credit Repair

1 E Broward Blvd
Ste 700

Fort Lauderdale, FL 33301
888-289-2491

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Ari Banegas, Mortgage Loan Originator

12701 S. John Young Parkway
Suite 210

Orlando, FL 32837
305-989-9794

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Andrew Petty - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

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Cade Boca Raton

950 Broken Sound Pkwy NW

Boca Raton, FL 33487
561-465-5633

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Bella Florals and More

9 Front St

Marco Island, FL 34145
239-316-2373

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Pacific Point

3700 Pacific Point Place

Fort Lauderdale, FL 33309
954-271-4570

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The Crossroads at Downtown Boca

1150 Southwest 2nd Avenue

Boca Raton, FL 33432
561-394-3184

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PrideStaff

5272 Summerlin Commons Way
Suite 604

Fort Myers, FL 33907
239-356-3600

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Marilynn Katatsky - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7888

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Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
727-459-7590

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Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
941-621-4015

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Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
954-548-5899

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Edward Jones - Financial Advisor: Alberto Bonfil, AAMS¿

500 S Florida Ave
Suite 430

Lakeland, FL 33801
863-688-4411

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Boca Raton Florist

301 S Federal Hwy

Boca Raton, FL 33432
561-395-1943

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Sandy's Flower Shop

314 SW Waters Ct

Lake City, FL 32024
386-292-0807

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Edward Jones - Financial Advisor: Jordan T Spohn, CFP®|AAMS¿

4799 Coconut Creek Parkway

Coconut Creek, FL 33063
954-973-0825

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SFG Wealth Advisors, LLC

705 W. Azeele Street

Tampa, FL 33606
813-251-9095

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Stifel | Mark Scaglione

100 North Tampa Street
Suite 1750

Tampa, FL 33602
813-426-8621

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Fontaine Retirement Group, An Independent Firm

5730 SW 74th Street
Suite 800

South Miami, FL 33143
305-386-7667

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Joan Coke - Ameriprise Financial Services, LLC

6 Poplar Trl

Ocala, FL 34480
352-509-2173

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Nona Wealth Advisors - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Jackier O Hurtado - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-5216

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Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

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Steven Allison - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3261

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American Momentum Bank

5858 Central Ave

Saint Petersburg, FL 33707
727-471-3270

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American Momentum Bank

4830 W Kennedy Blvd
Ste 155

Tampa, FL 33609
813-549-4747

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American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
941-806-0361

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American Momentum Bank

8625 Tamiami Trl N

Naples, FL 34108
239-566-9395

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American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
727-683-0340

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Kevin Griffith - Morgan Stanley

225 East Lemon St
1st Fl

Lakeland, FL 33801
863-499-1500

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The Dever Group - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-9586

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Karen K Maffeo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3612

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Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

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Allstate Personal Financial Representative: Leon Beauford

8028 W Gulf To Lake Hwy

Crystal River, FL 34429
352-563-2323

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Paul Wesley Ewing - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6851

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Edward Jones - Financial Advisor: Joseph McGivney Jr

10625 N Military Trl
Ste 204

Palm Beach Gardens, FL 33410
561-776-8988

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Christy Northfield - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1828

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North Tampa, FL Branch Office - UBS Financial Services Inc.

Tampa Palms
15310 Amberly Dr

Tampa, FL 33647
813-221-5555

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James B. McKaveney - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2543

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Paul J Grande - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
800-553-1616

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Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-482-8236

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Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1544

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F. David Olazabal - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3306

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The Petika Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2571

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MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

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Joseph Restaino - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2524

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Mary Lauritano - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

St. Petersburg, FL 33701
727-892-2599

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The Nickler Group - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-822-4947

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The Jurist Wealth Management Group - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-5546

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Mary Vertner - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1104

Jacksonville, FL 32224
904-992-8535

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The McDonald Cox Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

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John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

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Certified Financial Group, Inc

1111 Douglas Ave

Altamonte Spgs, FL 32714
407-869-9800

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Edward Jones - Financial Advisor: James Levin, AAMS¿|CRPC®

375 Commercial Ct
Ste B

Venice, FL 34292
941-244-2749

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Edward Jones - Financial Advisor: Altair Watson, AAMS¿

4780 Dairy Road
Suite 102

Melbourne, FL 32904
321-728-3304

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Genesis Wealth Management - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3698

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Robert Whittington - UBS Financial Services Inc.

201 North New York Avenue
Suite 300

Winter Park, FL 32789
407-362-5516

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Morgan Stanley Financial Advisors

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

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R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2322

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Cappelen Wealth Management Group - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7407

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Morgan Stanley Financial Advisors

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4900

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Rebecca S. Bolletti - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7406

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Robert C Champion - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7805

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Bryan Stewart - Ameriprise Financial Services, LLC

217 S Swoope Ave

Maitland, FL 32751
407-849-1123

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Casey O'Connor - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2147

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Michael Peacock - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2340

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Dustin Young - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
786-775-6668

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Santiago Eduardo Gomez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8551

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Lynn H. Orr Capital Management Group, Inc.

1680 Barbarosa Court

Marco Island, FL 34145
239-642-5823

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Jacksonville, FL Private Wealth Management - UBS Financial Services Inc.

1 Independent Drive
30th Floor

Jacksonville, FL 32202
800-874-8435

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Gabor Financial Solutions

1410 Piedmont Drive East

Tallahassee, FL 32308
800-330-6115

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Fred Cook - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8013

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Ronald Lovell

5118 N. 56th Street
Suite 100

Tampa, FL 33610
813-374-3333

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Armando Gil

786-244-2420

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Patti Heidorn - Ameriprise Financial Services, LLC

2101 NW Corporate Blvd
Ste 208

Boca Raton, FL 33431
561-953-9370

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Philip Hawkins - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0215

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Jofre Ramos Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1300

Miami, FL 33131
305-322-6449

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Kfir Cohen

727-344-9785

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James Falardeau - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3600

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Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-515-2971

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The Kaufman Katz Group - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5028

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Patrick Shea - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4536

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Kevin Barry - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4984

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The UBS Quintessence Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9244

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Cornerstone Wealth Advisors

4625 Little Road

Trinity, FL 34655
727-375-1112

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Tess Paez - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0219

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Lowell Eckstein - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7048

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Raymond Chase, CFP, CRPC, CEPA - UBS Financial Services Inc.

816 Highway A1A North

Ponte Vedra, FL 32082
973-360-4262

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The Spada Group - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
908-626-8606

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Donna P De Sanctis - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
561-316-6170

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Christine Purser - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

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Rickey Paschall - Ameriprise Financial Services, LLC

5236 Willing St

Milton, FL 32570
850-623-9600

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The McCleneghen-Litrento Group - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-391-8282

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Wilsons Leather

12801 W. Sunrise Boulevard
Ste. #4050

Sunrise, FL 33323
954-514-5888

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Dan Bucevski - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0210

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Brandon Schoeppler - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

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Casey Rease - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4644

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The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

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Leslie S Ash - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1801

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Timothy W Hornung - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

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Tirso Morales - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-309-2845

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Edward Jones - Financial Advisor: Jim Reardon, AAMS¿

4550 Clyde Morris Blvd
Suite A

Port Orange, FL 32129
386-767-1132

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Bruce Parmenter - Ameriprise Financial Services, LLC

4927 Southfork Dr
Ste A

Lakeland, FL 33813
734-284-3700

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David Cooper - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7808

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The Bodkins Group - Morgan Stanley

20807 Biscayne Blvd
6th Floor

Aventura, FL 33180
305-932-4250

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Kenneth Feliciano - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8677

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Richard Routie - Ameriprise Financial Services, LLC

924 N Magnolia Ave
Ste 302

Orlando, FL 32803
407-286-4466

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Charles Dewey Riggs III - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4670

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Robert Waxman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4959

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Jerry Williams - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1702

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The Feinberg Feinberg Schelling Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4909

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Allstate Personal Financial Representative: Alicia Summers

1615 S Federal Hwy
Ste 204

Boca Raton, FL 33432
561-371-3627

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Michael D Freitag - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-1335

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Seaside Villas

3201 58th St S

Gulfport, FL 33707
727-341-0186

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The Henry

4131 Laguna Street

Coral Gables, FL 33146
786-667-8798

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The Place At Dania Beach

180 E. Dania Beach

Dania Beach, FL 33004
954-399-8049

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Keith Fernandez - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8626

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Juan Paysse - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3328

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Howard Neal Premer - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7109

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Edward Jones - Financial Advisor: Jeremy J DiFiore

1980 N Future Terrace

Lecanto, FL 34461
352-513-2195

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First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

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Edward Jones - Financial Advisor: David J Rivas

3248 West Lake Mary Blvd
Suite 1210

Lake Mary, FL 32746
407-324-1554

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The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2025

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Charles Reyes - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3420

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Scott Gribbons - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4949

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Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2176

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AutoZone Auto Parts

3151 Griffin Rd

Fort Lauderdale, FL 33312
954-266-6270

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Goosehead Insurance - Burt Hogan

145 NW Central Park Plaza

Port St Lucie, FL 34986
772-985-4281

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Goosehead Insurance - Gary & Sam Paul

5889 S. Williamson Blvd
Suite 1414

Port Orange, FL 32128
386-492-9057

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Goosehead Insurance - Debbie Price

11268 Winthrop Main Street
Suite 102

Riverview, FL 33578
813-448-1506

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Roselie Louima

954-507-6013

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Brandon Duensing - Ameriprise Financial Services, LLC

3999 N Harbor City Blvd

Melbourne, FL 32935
321-242-7500

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Eric Hirsch - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
305-695-6125

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First Command Financial Advisor - Bradlee Hilley

1120 N. Eglin Pkwy

Shalimar, FL 32579
850-613-6990

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First Command Financial Advisor - Brandon Siders

320 1st Street N.
Suite 601

Jacksonville Beach, FL 32250
904-246-8011

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Dayton Jones - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8720

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Ian Morton - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5043

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Alexandra Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-714-7531

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First Command Financial Advisor - Jarrett Lewis

180 North Palafox St

Pensacola, FL 32502
850-456-9237

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Edward Jones - Financial Advisor: Caroline McCulloch

2982 South Ridgewood Avenue

Edgewater, FL 32141
386-427-3886

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Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

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Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

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WealthBuilders Financial Group Inc.

2154 Seven Springs Boulevard

Trinity, FL 34655
727-843-0151

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BMR Global Wealth Management Group, Inc.

3270 Suntree Blvd
Suite #1103

Melbourne, FL 32940
631-498-4650

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Allstate Personal Financial Representative: G. Robert Sherry

4209 SW High Meadows Ave

Palm City, FL 34990
772-321-5258

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Alexan Winter Park

1874 Harmon Avenue

Winter Park, FL 32789
407-794-0900

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Jonathan Hagood

2452 Sandlake Rd

Orlando, FL 32809
407-203-0490

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Artsquare

401 North Federal Highway

Hallandale Beach, FL 33009
954-633-8055

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Circ Residences

1776 Polk St

Hollywood, FL 33020
954-329-3900

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Citrus Towers

1290 North Ridge Boulevard

Clermont, FL 34711
352-394-4821

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Jim Huster - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2010

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James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-241-4264

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Allstate Personal Financial Representative: Thomas Marlow

2480 E Bay Dr
Ste 14

Largo, FL 33771
813-695-1968

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Allstate Personal Financial Representative: Andrew Gartrell

3023 Alt 19
Ste 104

Palm Harbor, FL 34683
954-826-1128

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Brendan Donoghue - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-286-5652

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Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7514

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Allstate Personal Financial Representative: Justin Parker

3674 Harden Blvd

Lakeland, FL 33803
863-682-7080

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Daniel Neuman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
212-603-6215

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The Petracco Wealth Management Group - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3642

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The Everest Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-671-2314

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James Ware - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-877-5713

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Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

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David Franken, CFP - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-624-6439

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Jeff Hoffman - UBS Financial Services Inc.

6905 N Wickham Road
2nd Floor

Melbourne, FL 32940
321-722-5444

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Lee Boughner, CFP, CLU, CIMA - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6612

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James Haugen - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-652-1166

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Kevin Johnson / Tate Haire / Martin Hegarty - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7877

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John Torregrosa - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-468-2221

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Phronesis Wealth Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

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Reed Gerberick - Ameriprise Financial Services, LLC

1560 Matthew Dr
Ste J

Fort Myers, FL 33907
239-931-3242

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Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

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BlueKey Wealth Advisors

3878 Sheridan Street

Hollywood, FL 33021
954-986-0633

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Edward Jones - Financial Advisor: Eric Nompleggi, AAMS¿|CRPC®

101 N Woodland Blvd
Ste 101 A

Deland, FL 32720
386-734-1525

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RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

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Henry James Danzig - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-377-4293

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Jill Tarbox

10290 Regency Park Blvd.

Port Richey, FL 34668
727-619-0337