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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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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

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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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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

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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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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

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Paul Williamson

Paul Williamson and Company

1515 Indian River Blvd. Suite A241

Vero Beach, FL 32960

772-492-8894

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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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H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

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John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33904

248-641-4444

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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

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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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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606

813-334-6500

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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256

904-398-2075

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Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067

954-937-0232

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Dwight Pendola

Horizon Wealth Advisors

9040 Town Center Parkway

Lakewood Ranch, FL 34202

910-352-0751

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David H. Morgan

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256

352-433-6565

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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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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

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Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458

561-623-5492

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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

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Al Osgood, CFP®, MBA

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

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Phil Wood

Wealth Partners|Ameriprise Financial

2015 31st Ave

Vero Beach, FL 32960

877-753-3080

List of Additional Financial Advisors in Florida*

* Additional advisor listing is provided in partnership with Yext

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Robert van Esso - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6860

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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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Pedro Isern, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9393

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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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St. Pierre Wealth Management - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-8680

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Worth Trainor - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6618

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Alfred Novoth, CRPC - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1807

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Randall Hooper - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1887

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John Jay Marvin - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2311

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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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Allstate Personal Financial Representative: Elizabeth Ann Brooks

12959 Walsingham Rd

Largo, FL 33774
770-235-4638

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The Prewitt Group - Ameriprise Financial Services, LLC

207 E Livingston St

Orlando, FL 32801
407-447-4601

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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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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Bridgelane Wealth Management - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9380

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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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George R Olliff, Jr - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8028

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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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Rob Deese

5200 W. Newberry Rd., Suite A

Gainesville, FL 32607
352-548-4790

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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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Nanette Saunders - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7060

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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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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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Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7091

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John Beggs - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9371

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Russell Robert Cappelen III - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7407

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Shelly Ferrone, CFP? - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6334

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Stephen Murray - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

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Bill Fanning - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1030

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The Murray Financial Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

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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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Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
321-972-8768

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Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
904-821-0990

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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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Lori Wolfe-Lazorik - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7006

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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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Catania Wealth Management Group - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6366

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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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Anchor Financial

850-230-2323

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Peter Kakoyannis - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6627

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Sumaya Musa - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4609

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Russell Cappelen, Jr. - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7010

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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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Vivien Balcker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4968

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Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

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Karen Harvey - Ameriprise Financial Services, LLC

3520 NW 43rd St

Gainesville, FL 32606
352-331-0313

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Howard Silver - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3620

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Mace Barry Tamse - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5826

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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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Ronald Robert Oldano - Ameriprise Financial Services, LLC

27440 Cashford Cir
Ste 101

Wesley Chapel, FL 33544
813-428-5900

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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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Ivan Palacino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6938

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Allstate Personal Financial Representative: Penelope Wimberly

3960 Hypoluxo Rd
Ste 202

Boynton Beach, FL 33436
561-859-3476

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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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Barbara Steinhaus - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2778

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Mark G Campbell - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
941-714-7909

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Bart Bennett

1500 North U.S. Hwy. 41

Inverness, FL 34450
352-726-3200

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John Grandizio - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1048

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Greg Matthew Dooley, CRPC, AAMS - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2843

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Robert Tannenbaum - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1025

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Christopher Coram - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2846

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The Swinton Group - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-391-8282

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Bay Area Wealth Management Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2882

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Amelia Karenina Balonek - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-569-7035

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The Equilibrium Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-932-4250

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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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Michael W Harris - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4959

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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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Eric D. Forsyth - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-286-5647

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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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Schoeppler Wealth Group - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

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Sandra Smith & Allison Butler - Morgan Stanley

150 2nd Avenue N
Suite 1400

St. Petersburg, FL 33701
727-344-6709

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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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Morgan Stanley Financial Advisors

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7560

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Ruth, Hogue and Associates - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7442

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Franken Wealth Consulting Services - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7173

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Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0222

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The Maurillo Rhodes Group - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3685

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Nunno Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
2nd Floor

Melbourne, FL 32940
321-722-5413

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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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Jennifer Holden, CFP, CDFA - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3113

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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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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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Berg Wealth Management Group - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
727-535-1488

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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

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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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DTLR

9233 N 56th St

Tampa, FL 33617
813-988-6425

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Indian River Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
Suite 200

Melbourne, FL 32940
321-722-5426

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North South Wealth Management - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

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Michael Carr Jr. - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7438

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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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Allstate Personal Financial Representative: Denise Parker

820 Palm Bay Rd NE
Ste 111

Palm Bay, FL 32905
321-724-8851

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DTLR

2323 E Hillsborough Ave
Unit 3

Tampa, FL 33610
813-237-5316

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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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DTLR

13574 Bruce B Down Rd

Tampa, FL 33613
813-631-5292

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DTLR

5238 Norwood Ave
Space 22

Jacksonville, FL 32208
904-768-9704

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DTLR

1910 Wells Rd
Room E13A

Orange Park, FL 32073
904-269-2294

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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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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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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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Jacey J. Cosentino - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8033

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Kandace Lesher - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
954-952-7670

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Posey Bass Financial Group - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2540

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Jacksonville, FL Branch Office - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-354-6000

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Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

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Ralph Picascio - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7175

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Martin Moore - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3908

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John T. Petika, Sr. - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2562

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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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Horvath Wealth Management - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-779-2475

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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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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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Robert Trent Ulrich - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2533

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David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
941-364-9009

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Rick Childress - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

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Daniel A Shontere - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

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Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
305-760-6730

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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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DTLR

1120 N Main St
Unit 1120

Gainesville, FL 32601
352-374-8738

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DTLR

1239 W 45th St

West Palm Beach, FL 33407
561-863-4131

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DTLR

2930 54th Ave South

St Petersburg, FL 33712
727-866-1829

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DTLR

1522 S French Ave
Suite 1522

Sanford, FL 32771
407-321-0955

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John Hayes - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3912

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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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Robert D Hartland - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-399-8990

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Alex L Perez - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-373-1440

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James Tuberosa - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
813-634-5677

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William Wright - Ameriprise Financial Services, LLC

125 W Romana St
Ste 610

Pensacola, FL 32502
850-438-9118

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Kelly Boyle - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

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John Piotrowski - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4905

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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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Osgood & Associates - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

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MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

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Muscati-VanLandingham Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4605

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Michael Truong - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3342

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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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DTLR

4614 South Orange Blossom Trail

Orlando, FL 32839
407-859-3146

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DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
904-757-2207

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Marandino & Associates - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Aventus Capital Advisors - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4922

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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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Boyle, Torres and Associates - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

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Certified Financial Group, Inc

1111 Douglas Ave

Altamonte Spgs, FL 32714
407-869-9800

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The Zangari Group - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8711

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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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Blake Robson - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Aaron Drone - Ameriprise Financial Services, LLC

1635 E Highway 50
Suite 212

Clermont, FL 34711
321-331-1186

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Jonathan H Moore - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

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Melvin Kornegay - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4543

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Frank Planes - Ameriprise Financial Services, LLC

6151 Lake Osprey Dr
Ste 329

Sarasota, FL 34240
941-216-0679

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Jeremy St Croix - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3914

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Morgan Stanley Financial Advisors

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

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Pina Financial Group - Ameriprise Financial Services, LLC

4000 Ponce De Leon Blvd
Ste 470

Coral Gables, FL 33146
305-444-7317

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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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Nona Wealth Advisors - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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David B Loder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3626

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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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Cheryl M Burbano - Ameriprise Financial Services, LLC

28943 State Route 54

Wesley Chapel, FL 33543
813-994-1190

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Jamie Beineke - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4654

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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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Joseph Trainor - Ameriprise Financial Services, LLC

4651 Salisbury Rd
Ste 275

Jacksonville, FL 32256
904-551-0526

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Allstate Personal Financial Representative: Susan Monahan

5622 Woodbine Rd

Pace, FL 32571
850-686-4700

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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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Herbert Allen Milner Sr. - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4979

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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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Tirso Morales - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-309-2845

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Gabor Financial Solutions

1410 Piedmont Drive East

Tallahassee, FL 32308
800-330-6115

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Maria Cruz

1936 W, Martin Luther King Jr
Suite 216 And 217

Tampa, FL 33607
407-749-6378

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The Leach Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7835

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Roger J Solis - Ameriprise Financial Services, LLC

12620 World Plaza Ln
Ste 3 Bldg 60

Fort Myers, FL 33907
239-931-3242

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Tara Cunningham - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8722

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Thomas Heinrichs - Ameriprise Financial Services, LLC

100 S Ashley Dr
Ste 600

Tampa, FL 33602
813-777-0091

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Charlene D Thibeault - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
603-606-4255

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Allstate Personal Financial Representative: Daniel B. Tercero

4259 SW 72nd Ave

Miami, FL 33155
786-246-4411

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Allstate Personal Financial Representative: Gerardo Varela

9700 Stirling Rd
Ste 102

Hollywood, FL 33024
305-510-7805

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Evan C Joffe - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4738

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Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-670-7425

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Jared Vock - Morgan Stanley

832 Lake Sumter Landing

The Villages, FL 32162
352-751-7844

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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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Oceanview Private Wealth - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3600

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Rickey Paschall - Ameriprise Financial Services, LLC

5236 Willing St

Milton, FL 32570
850-623-9600

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Michael J Pepe - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8720

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Wilsons Leather

12801 W. Sunrise Boulevard
Ste. #4050

Sunrise, FL 33323
954-514-5888

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Catherine Tucker - Ameriprise Financial Services, LLC

24 Cathedral Pl
Ste 206

Saint Augustine, FL 32084
513-594-0893

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Joel Gravina - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7885

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Joan Coke - Ameriprise Financial Services, LLC

6 Poplar Trl

Ocala, FL 34480
352-509-2173

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The Basile Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7887

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The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

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Carla Wesley Boggess - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-768-8815

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Adam Skonicki - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
813-877-5713

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Tom Fread - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4901

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Bernardo Acebal - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5309

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Byron Vasiliou - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3060

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Russell Wilson - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
407-849-5141

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Steven Merenda - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
407-849-5141

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Matthew Benjamin Friedl - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0214

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Burie Group - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8541

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Ron Camisasca - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
727-797-8000

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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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Matthew Borasch - Ameriprise Financial Services, LLC

4207 W Bay to Bay Blvd

Tampa, FL 33629
813-258-0777

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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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Brandon Duensing - Ameriprise Financial Services, LLC

3999 N Harbor City Blvd

Melbourne, FL 32935
321-242-7500

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First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

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Scott M Miller - Ameriprise Financial Services, LLC

4800 N Federal Hwy
Ste 105E

Boca Raton, FL 33431
561-372-0345

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Debinder Deshmukh - Ameriprise Financial Services, LLC

18851 NE 29th Ave
Ste 728

Miami, FL 33180
305-760-6730

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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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Brandon M Flynn - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
904-475-2980

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Jeffrey Greenwald - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

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Ramy A. Georgy - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-903-3039

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Integra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6977

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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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The Osprey Group - Morgan Stanley

777 South Flagler Drive
Suite 700, East Tower

West Palm Beach, FL 33401
561-650-7548

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Mark E Marandino - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Steven F Taylor - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
863-688-6863

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Wendy B Meyer - Ameriprise Financial Services, LLC

121 E Rutledge St

Madison, FL 32340
850-973-8888

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AutoZone Auto Parts

3151 Griffin Rd

Fort Lauderdale, FL 33312
954-266-6270

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Trey W Clark - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-333-2298

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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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Austin Mall - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8749

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Lewis Cohen - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

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Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8403

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Jon E Drinkwater - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3623

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The Elwaw/Cavalieri Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8560

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Jeff Toadvine - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

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Dave Faler - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4689

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George Fischer - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4914

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Robert E Hill - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-751-2003

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Shane Stratton - Morgan Stanley

832 Lake Sumter Landing

The Villages, FL 32162
352-751-7856

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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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Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

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Philip Nelson - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
727-373-1428

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Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

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Michael Walder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-743-0959

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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: Donald Jankowski

417 Commercial Ct
Ste A

Venice, FL 34292
941-493-5808

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St. Petersburg, FL Branch Office - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-822-1979

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Arthur H Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0211

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Alexan Winter Park

1874 Harmon Avenue

Winter Park, FL 32789
407-794-0900

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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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Michael Herzberg - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1547

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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: Paul Salter

4793 N Congress Ave
Ste 206

Boynton Beach, FL 33426
561-704-3046

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Peter Joshua Kaufman - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
407-605-4370

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Allstate Personal Financial Representative: Justin Parker

3674 Harden Blvd

Lakeland, FL 33803
863-682-7080

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Carissa Barney - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
813-818-1720

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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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James Stanton, CFP - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-624-6410

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Christopher Morgan - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6600

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Garrison Elrod - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6302

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Miami, FL Branch Office - UBS Financial Services Inc.

100 South East Second Street
Suite 2400

Miami, FL 33131
305-536-9350

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Albert Lucci - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6633

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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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Pedro Villari - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4636

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Eagle Wealth Management Group - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1817

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Kevin Johnson / Tate Haire / Martin Hegarty - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7877