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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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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

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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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Chad Michaels

Spyrnal Financial Group plan,

5524 Avenue A

Bokeelia, FL 33922

239-282-2835

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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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Gar Urette

Garrison Asset Management, Inc.

5323 Bayshore Blvd
Suite A

Tampa, FL 33611

813-598-1777

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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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Matthew Lapides

Ethos Private Wealth

1825 Ponce de Leon Boulevard
Suite 567

Coral Gables, FL 33134

305-206-1621

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Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive

Brandon, FL 33511

813-305-0411

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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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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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Sean Casterline

Delta Capital Management, LLC.

698 N Maitland Avenue Suite 201

Maitland, FL 32751

407-422-2423

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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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Al Osgood, CFP®, MBA

Financial Freedom LLC

6151 Lake Osprey Drive, Third Floor

Sarasota, FL 34240

941-924-9300

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Cameron Buetel

Ubs

1800 North military Trail
Suite 300

Boca Raton, FL 33431

561-367-1875

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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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Alaa Ali

Statetrust Investments

1750 Clint Moore Rd

Boca Raton, FL 33487

786-479-2985

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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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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

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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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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

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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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Nathan Helms

LPL Financial

1001 S Macdill Ave
Suite 700

Tampa, FL 33629

813-334-6500

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Stephanie Carreras

Signet Financial Management

2255 Glades Road Suite 324A

Boca Raton, FL 33431

954-995-3290

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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

List of Additional Financial Advisors in Florida*

* Additional advisor listing is provided in partnership with Yext

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Viera Insurance Professionals LLC

8085 Spyglass Hill Rd
Suite 100

Viera, FL 32940
321-253-6323

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Allstate Personal Financial Representative: William Martin PhD

1310 S Highway 29
Ste A

Cantonment, FL 32533
850-293-6627

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Sebastian Ramirez - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-507-7780

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Ken Wingerter - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7830

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Marvin Brooks

800 South Jefferson St.

Monticello, FL 32344
850-584-2057

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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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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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Anthony Tortoriello - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-4002

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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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Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
561-733-9900

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Andrew Beh - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0288

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The Herman Rapport Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-507-5700

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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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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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Schiffman Wealth Management - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2316

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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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Allstate Personal Financial Representative: Penelope Wimberly

3960 Hypoluxo Rd
Ste 202

Boynton Beach, FL 33436
561-859-3476

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Allstate Personal Financial Representative: Gary Olson

1858 N Alafaya Trl
Ste 100

Orlando, FL 32826
407-738-9056

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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: Shawna Josey

15800 Pines Blvd
Ste 208

Pembroke Pines, FL 33027
954-404-7986

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Anchor Financial

850-230-2323

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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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Allstate Personal Financial Representative: Howard Wacks

941 Clint Moore Rd

Boca Raton, FL 33487
561-241-0167

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Allstate Personal Financial Representative: Sheila Bewley

13418 US Highway 19

Hudson, FL 34667
727-869-1272

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Ivan Palacino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6938

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Allstate Personal Financial Representative: Scott Diehl

18932 N Dale Mabry Hwy
Ste 102

Lutz, FL 33548
813-964-0608

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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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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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Alexis Lopez - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7467

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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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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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Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
407-502-0203

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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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First Command Financial Advisor - Ismael Estiverne

180 North Palafox St

Pensacola, FL 32502
850-456-9237

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First Command Financial Advisor - David Mainster

320 1st Street N.
Suite 601

Jacksonville Beach, FL 32250
904-246-8011

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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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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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Danilo Lacayo - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-648-4632

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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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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

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DTLR

9233 N 56th St

Tampa, FL 33617
813-988-6425

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Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

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Bella Florals and More

9 Front St

Marco Island, FL 34145
239-316-2373

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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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Marilynn Katatsky - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7888

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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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Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
954-548-5899

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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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Jackier O Hurtado - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-476-5216

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Steven Allison - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3261

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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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Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

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Christy Northfield - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1828

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Central Florida Wealth Management Group - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6381

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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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BFC Team Financial Solution

1812 Hwy 77
127A

Lynn Haven, FL 32444
850-725-1111

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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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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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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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Baum Schwartz Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9369

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DTLR

4614 South Orange Blossom Trail

Orlando, FL 32839
407-859-3146

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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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DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
904-757-2207

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James Smalley - UBS Financial Services Inc.

338 W. Morse Boulevard
Suite 125

Winter Park, FL 32789
407-618-7911

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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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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.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-803-4673

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Morgan Stanley Financial Advisors

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

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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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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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Santiago Eduardo Gomez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8551

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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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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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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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The Kaufman Katz Group - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5028

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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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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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James Julich - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-829-1988

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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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Dan Bucevski - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0210

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Casey Rease - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4644

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Leslie S Ash - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1801

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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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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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Charles Dewey Riggs III - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4670

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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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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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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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First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

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Thornhill Wealth Management - UBS Financial Services Inc.

295 1st Street South

Winter Haven, FL 33880
863-298-3610

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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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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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Richard J Sanfilippo - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4988

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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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Jonathan Hagood

2452 Sandlake Rd

Orlando, FL 32809
407-203-0490

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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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Brendan Donoghue - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-286-5652

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The Corripio Group - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-460-7806

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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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The Dill Johnson Group - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
941-714-7924

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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 Everest Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-671-2314

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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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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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Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

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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

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Jose Ramon Perez Sabate - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6267

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Maryanne Sarfati - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8528

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George O'Brien Jr. - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7486

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Susan Lemasters - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7576

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Fradel Barber

7500 SW 78th Ct

Miami, FL 33134
212-363-1600

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Edward Waller - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7561

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Norma I Sepulveda - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4945

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Shea Curtin - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6803

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Christopher Matthew Jones - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4974

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Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

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Silvana Nandin - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8505

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BRC Management LLC

2845 Marquesas Ct.

Windermere, FL 34786
407-575-4436

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Clarity Financial Planning

5491 North University Drive
Suite 101

Coral Springs, FL 33067
954-723-0350

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Full Spectrum Financial Group

306 N. Rhodes Ave.
Suite-110

Sarasota, FL 34237
941-866-6570

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Ben Bowersox, CFP®

304 East Tennessee St.

Tallahassee, FL 32301
866-820-9671

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Noah Alweiss - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2402

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Patrick T. Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7465

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The Trimble Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7012

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Robert Linck - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-822-4948

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David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
786-878-6356

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Titan Financial

6150 Diamond Centre Ct
# 603

Fort Myers, FL 33912
239-333-0033

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Sandra Rolon and Associates CPA,PA

3600 Red Road
Suite 403

Miramar, FL 33025
954-437-0700

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Joseph Lizzio - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3506

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Gutierrez Insurance Solutions, Inc

406 E Hallandale Beach Blvd

Hallandale, FL 33009
954-454-4779

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Martin Norcini, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9321

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Bill Sittig CPA, LLC

1695 Metropolitan
Cir #7

Tallahassee, FL 32308
850-386-2639

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Buczkowski Insurance and Financial Services

13500 Sutton Park Dr. S.
Suite 704

Jacksonville, FL 32224
904-223-5225

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Platinum Planning, Inc.

534 South Pineapple Avenue

Sarasota, FL 34236
941-444-5260

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Joel Josephs Financial Wealth Advisor

3837 NW Boca Raton Blvd
Ste100

Boca Raton, FL 33431
561-314-1845

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Legacy Investment Consultants

2060 Highway A1A
Suite 301

Indian Harbour Beach, FL 32937
321-723-1040

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Noah Rubin - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-416-6909

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Preservation 1st Financial Group, LLC

912 Lithia Pinecrest Rd.

Brandon, FL 33511
813-627-0872

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Eskew Financial Group

2639 Fruitville Road
Suite 200

Sarasota, FL 34237
941-365-6381

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LifeLong Financial

5515 21st Ave W.
Suite A

Bradenton, FL 34209
941-792-1010

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First Command Financial Advisor - Steve Vergara

1120 N. Eglin Pkwy

Shalimar, FL 32579
850-613-6990

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Galbreath Wealth Management

13902 North Dale Mabry Highway
Suite 106

Tampa, FL 33618
813-264-2993

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RB Financial Advisors

13700 US Highway 1
Suite 202D

Juno Beach, FL 33408
561-691-6800

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Longboat Key Financial Group LLC

6350 Gulf of Mexico Drive
Suite 101

Longboat Key, FL 34228
941-383-2300

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JM Wealth Management

81 Crooked Tree Lane
Unit 107

Vero Beach, FL 32962
888-949-0525

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Stifel | Ryan M. Schack

7111 Fairway Drive
Suite 301

Palm Beach Gardens, FL 33418
561-615-5340

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Joel Robinson Nichols, CFP, CFS - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3101

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Roth Financial Group

200 W. Merritt Island Cswy.

Merritt Island, FL 32952
321-454-3398

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Sharon Combs, New York Life

495 N Keller Rd
Ste 150

Maitland, FL 32751
321-689-3349

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Fifth Third Securities - Chad Loson

1701 Boy Scout Drive

Fort Myers, FL 33907
239-225-2020

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Jamie Beineke - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4654

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Atlantic Wealth Management Group - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6602

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Fifth Third Private Bank - Stephen LaForte

120 E. Palmetto Park

Boca Raton, FL 33432
954-258-7463

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Kyle R Smith - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7063

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Raymond J D'Agostino Jr. - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7588

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Lisa Nugent - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4950

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Rill H Baxter - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7470

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Michael A. Wills - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-286-5641

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Todd Hoffman CFP, CPM

600 Cleveland Street
Suite 1150

Clearwater, FL 33755
727-351-5323

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Ashley Leggett

304 East Tennessee St.

Tallahassee, FL 32301
850-402-7721

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Helen Proctor

304 East Tennessee St.
3rd Floor

Tallahassee, FL 32301
850-402-7961

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Marilyn E Rangel - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5039

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Russell Raml

7153 Broad St.

Brooksville, FL 34601
352-587-6770

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Ryan Davis

10000 Panama City Beach Parkway

Panama City Beach, FL 32407
850-404-6071

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Tyler Stapleton

14302 Spring Hill Drive

Spring Hill, FL 34609
352-587-6800

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Irina Parker - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6855

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Ana Vergel Gandia-Gordon - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2745

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Joe Jiovenetta - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8550

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Morgan Stanley Financial Advisors

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7500

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Morgan Zook - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8602

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Sherif Abdel-Ghaffar

626 Lakeview Road
Suite A

Clearwater, FL 33756
727-344-9785

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Rita Conway - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5121

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Maria Dontsis - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-937-6816

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Pioneer Financial Associates, Inc

138 North Moon Avenue
Suite A

Brandon, FL 33510
813-653-3343

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Jennifer Fitzgerald

13131 University Drive

Fort Myers, FL 33907
239-201-3689

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Latina Duncan

2452 Sandlake Rd

Orlando, FL 32809
407-203-0490

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Steven Eley - Morgan Stanley

201 E. Pine St 11th
Fl

Orlando, FL 32801
407-849-4751

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Justin Gromley, CFP - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-468-2217

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Abbey H Gladstone - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2373

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Michael Bowers - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3557

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James Funk - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-577-8883

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Terry Thorspecken - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4742

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The Boales Kearney Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3427

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Luciane Roessler - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-4253

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Michael Kondrup - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1509

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Morgan Stanley Financial Advisors

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-673-9222

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Taylor B. Chadsey, III - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7473

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Michael Langlois - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-1311

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Laura Sacks

626 Lakeview Road
Suite A

Clearwater, FL 33756
727-344-9785

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Max V. Elson Jr. - Morgan Stanley

8304 Champions Gate Blvd

Champions Gate, FL 33896
407-566-4604

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DiGiorno Wealth Management Group - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7163

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Inspiration Wealth Management - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4658

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Tampa Wealth Management Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2842

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Antoni Fernandez - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-460-7929

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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 Excelsior Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7509

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Dina J. Assion - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-838-8951

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The Urie-Taylor Group - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2549

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Fifth Third Preferred - Willie McCaulley

5100 Clyde Morris Boulevard

Port Orange, FL 32127
386-628-2745

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First Command Financial Advisor - Tom Deppe

320 1st Street N.
Suite 601

Jacksonville Beach, FL 32250
904-246-8011

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Mark Taylor - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7520

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Morgan Stanley Financial Advisors

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-592-1000

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Family First Financial Planning

850 NW Federal Highway
Suite 150

Stuart, FL 34994
772-781-7648

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Mark Smith - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-5586

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Eric M Behr - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8546

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Robert Kennedy - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
352-401-3820

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Allstate Personal Financial Representative: William Rye

1107 E Silver Springs Blvd
Ste 1

Ocala, FL 34470
352-732-5777

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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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Damante Partners Wealth Management - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-9563

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Graham M. Cox, AAMS - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

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The Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

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Peter Klein - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-460-7825

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C. Edward Morris - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-460-7818

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Allstate Personal Financial Representative: Denise Chin

6261 County Line Rd

Miramar, FL 33023
305-490-5456

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Robert Alfred Dennison - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7534

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Allstate Personal Financial Representative: Jim Nickley

1801 Sarno Rd
Ste 2

Melbourne, FL 32935
321-254-6829

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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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Garrison Elrod - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6302

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Rio Vista Wealth Management Advisors - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-468-2242

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The Crimmins Wealth Management Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-228-9888

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Clearwater, FL Branch Office - UBS Financial Services Inc.

18167 US 19 North
Suite 200

Clearwater, FL 33764
727-507-2562

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Jordan Scott - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4935

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Brian Rubino - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3514

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David White - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-7481

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Romero Investment Management

1439 NW 48th Street

Boca Raton, FL 33431
561-350-7156

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Stewart Wasson

2012 N. Young Blvd.

Chiefland, FL 32626
352-535-1190

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Amy Geiger

2592 Crawfordville Hwy.

Crawfordville, FL 32327
850-926-6740

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Don James

15000 Northwest 140th St.

Alachua, FL 32615
386-853-6150

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Christopher Upton - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL