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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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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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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

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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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Mark Kraus

Innovative Financial Solutions

4 Concorde Lane, Suite 1

Palm Coast, FL 32137

386-597-2856

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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

LPL Financial

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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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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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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Alaa Ali

Statetrust Investments

1750 Clint Moore Rd

Boca Raton, FL 33487

786-479-2985

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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 CFP® CIMA®

Ameriprise 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

904-678-9928

List of Additional Financial Advisors in Florida*

* Additional advisor listing is provided in partnership with Yext

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Innovate Financial

1401 South Florida Ave

Lakeland, FL 33803
920-486-5565

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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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Anna McKinnon - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7871

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Gardiner/Mercer - Morgan Stanley

150 2nd Avenue N
Suite 1400

St. Petersburg, FL 33701
202-292-5400

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Viera Insurance Professionals LLC

8085 Spyglass Hill Rd
Suite 100

Viera, FL 32940
321-253-6323

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Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

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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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Leanne Imhof - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2026

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Vanessa Jewett - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6820

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ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
407-698-3418

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
407-898-3181

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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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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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Allstate Personal Financial Representative: John Vasu

2020 W Brandon Blvd
Ste 115

Brandon, FL 33511
813-689-9798

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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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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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Allstate Personal Financial Representative: Gregory Hitt

19503 S West Vlgs Pkwy
Ste 9

Venice, FL 34293
941-485-2447

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Joel Gravina - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7885

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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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Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
321-723-5480

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Adam J. Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2127

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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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Isabel Santo Tomas - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5354

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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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Alan S Rosenberg - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4712

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The FS Group - Morgan Stanley

1200 S Pine Island Roac
Suite 800

Plantation, FL 33324
954-423-9100

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First Command Financial Advisor - Chuck Wolfe

9220 Bonita Beach Road
Ste 201

Bonita Springs, FL 34135
239-322-5470

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Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
321-363-1147

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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: 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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Max Becker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-936-2747

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Alejandro Perez - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6974

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The Elwaw/Cavalieri Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8560

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The O'Neil/Miller Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-379-8568

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Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

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Lourdes Canino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2416

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Diez/Cucalon - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6915

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Andrea Steinacker - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8585

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Oliva, Rivero & Fava - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8558

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Sergio Garcia-Granados - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8570

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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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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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The Cortex Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-5413

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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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Allstate Personal Financial Representative: Scott Diehl

18932 N Dale Mabry Hwy
Ste 102

Lutz, FL 33548
813-964-0608

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Allstate Personal Financial Representative: Hilda Miller

415 SE 17th Pl

Ocala, FL 34471
352-861-8500

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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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Joseph Lizzio - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3506

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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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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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Ed Venezia - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2069

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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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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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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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First Command Financial Advisor - Carter Herman

180 North Palafox St

Pensacola, FL 32502
850-456-9237

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Shayla R. Davis, MBA - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7513

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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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Danilo Lacayo - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-648-4632

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Javier Briceno - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-0238

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Andres Hanania - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6921

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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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Susu Cheung - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2403

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Ivan Palacino - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6938

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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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The Guerra Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1759

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James Enea - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1746

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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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Allstate Personal Financial Representative: Regina Carter

1175 College Blvd

Pensacola, FL 32504
850-478-7490

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Matthew Miller - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-5263

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Dimitri Chimerakis - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6457

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First Command Financial Advisor - Tyler Witzel

1413 S Patrick Dr
Suite 10

Indian Harbour Beach, FL 32937
321-773-7298

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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

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SW Group Credit Repair

1 E Broward Blvd
Ste 700

Fort Lauderdale, FL 33301
888-289-2491

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DTLR

9233 N 56th St

Tampa, FL 33617
813-988-6425

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First Command Financial Advisor - Kellie Kuhar

6152 Delancy Station Street
Suite 105B

Riverview, FL 33578
813-623-1525

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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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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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First Command Financial Advisor - Denise Poulter

180 North Palafox St

Pensacola, FL 32502
850-456-9237

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First Command Financial Advisor - Gordon Olde

1413 S Patrick Dr
Suite 10

Indian Harbour Beach, FL 32937
321-773-7298

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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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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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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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First Command Financial Advisor - Ralph Kauzlarich

320 1st Street N.
Suite 601

Jacksonville Beach, FL 32250
904-246-8011

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Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

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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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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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Garcia Morillo Querasian Nino Group - Morgan Stanley

200 S Biscayne Blvd
Ste 1300

Miami, FL 33131
305-376-8520

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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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The Petika Wealth Management Group - UBS Financial Services Inc.

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2571

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MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

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The Hanvey Conner Group - UBS Financial Services Inc.

816 Highway A1A North

Ponte Vedra, FL 32082
904-280-6058

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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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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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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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Jamie Beineke - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4654

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Mathew Jemison - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2023

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Patrick Nickler, MBA - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-822-4947

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

1 Independent Drive
30th Floor

Jacksonville, FL 32202
800-874-8435

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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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The Abers Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3006

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Ronald Lovell

5118 N. 56th Street
Suite 100

Tampa, FL 33610
813-374-3333

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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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Armando Gil

786-244-2420

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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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The UBS Quintessence Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9244

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Cornerstone Wealth Advisors

4625 Little Road

Trinity, FL 34655
727-375-1112

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The Bodkins Group - Morgan Stanley

20807 Biscayne Blvd
6th Floor

Aventura, FL 33180
305-932-4250

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Jeffrey S. Miller - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8533

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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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Donna P De Sanctis - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
561-316-6170

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Pedro Lopes - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-466-4785

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Bryant Wright - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
786-777-6922

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Joel "JJ" McKoan - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7836

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Sebastian Ramirez - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-507-7780

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Mike Trupiano - Morgan Stanley

2400 East Commercial Blvd St 1200

Ft Lauderdale, FL 33308
954-267-5662

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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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Jose Ramon Perez Sabate - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-347-6267

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The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

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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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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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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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First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

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Hina Sanghvi Cory - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7814

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Noah Alweiss - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-2402

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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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Ramy A. Georgy - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
813-903-3039

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The Atlantic Paragon Group - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3500

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The Moshe-Grodin Group - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
305-466-4794

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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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Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8403

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Robert Brett - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4743

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Robert Klein - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
954-577-8876

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Dave Faler - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-773-4689

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Robert E Hill - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-751-2003

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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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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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Arthur H Shad - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0211

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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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Michael Herzberg - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1547

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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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Rita Conway - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5121

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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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Santiago Bonells - Morgan Stanley

2400 East Commercial Blvd St 1200

Ft Lauderdale, FL 33308
954-267-5650

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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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First Command Financial Advisor - Chris Wilson

1120 N. Eglin Pkwy

Shalimar, FL 32579
850-613-6990

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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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Maria Consuelo Tarazona - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1750

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Jerry Williams - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-533-1702

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Eva Marina Ovejero, CPM® - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-376-8511

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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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John Torregrosa - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-468-2221

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Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

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BlueKey Wealth Advisors

3878 Sheridan Street

Hollywood, FL 33021
954-986-0633

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RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

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Jill Tarbox

10290 Regency Park Blvd.

Port Richey, FL 34668
727-619-0337

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Bernardo Acebal - Morgan Stanley

200 S Biscayne Blvd
Ste 1500

Miami, FL 33131
305-533-5309

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THE RETIREMENT PLANNERS

8001 North 9th Avenue

Pensacola, FL 32514
850-995-1999

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Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
305-988-4713

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The Sheeter Group

360 West Plant Street
Suite 201

Winter Garden, FL 34787
407-217-2301

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Jaime Perez Montes - Morgan Stanley

200 S Biscayne Blvd
Ste 1100

Miami, FL 33131
305-671-2002

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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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The Minter Gambineri Group - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8770

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Fradel Barber

7500 SW 78th Ct

Miami, FL 33134
212-363-1600

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Kurt James Krokenberger - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7893

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Stokes Wealth

3117 Edgewater Drive

Orlando, FL 32804
407-843-4200

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Athenian Private Client Group

10225 Ulmerton Road
Suite 5B

Largo, FL 33771
727-940-4681

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The KEY Group - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3277

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Allstate Personal Financial Representative: Gerardo Varela Sabillon

9700 Stirling Rd
Ste 102

Hollywood, FL 33024
305-510-7805

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Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

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BRC Management LLC

2845 Marquesas Ct.

Windermere, FL 34786
407-575-4436

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Jacksonville Wealth Management

8075 Gate Parkway W.
Suite 101

Jacksonville, FL 32216
904-923-7526

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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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Clayton W. McKown - Morgan Stanley

250 NW 3rd Street

Winter Haven, FL 33881
863-291-8305

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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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Allstate Personal Financial Representative: Renee Walter

4333 S Tamiami Trl
Ste A

Sarasota, FL 34231
847-224-3433

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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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Payne Financial Group

1052 Willa Springs Dr

Winter Springs, FL 32708
407-678-4014

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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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Sears Group, Inc.

2800 Placida Road
Suite 109

Englewood, FL 34224
888-253-8658

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Cummings Wealth Management

759 SW Federal Highway
Suite 212

Stuart, FL 34994
772-222-0010

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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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Treasure Coast Financial Planning

545 Beachland Blvd.

Vero Beach, FL 32963
772-231-1422

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Pen Air Asset Management

1289 Airport Blvd

Pensacola, FL 32504
850-505-3200

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Bill Sittig CPA, LLC

1695 Metropolitan
Cir #7

Tallahassee, FL 32308
850-386-2639

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Concierge Financial Planning Group

940 Centre Circle
Suite 2004

Altamonte Springs, FL 32714
407-339-1594

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Yaegers Financial Services

2477 Stickney Point Road
Suite 117B

Sarasota, FL 34231
941-923-7475

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Harbor Financial

225 Forest Park Circle

Panama City, FL 32405
850-215-0800

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LaPorte Financial LLC

336 East Plant Street

Winter Garden, FL 34787
407-395-9720

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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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IQ Portfolios

100 West Plant Street
Suite 260

Winter Garden, FL 34787
800-558-7969

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Legacy Investment Consultants

2060 Highway A1A
Suite 301

Indian Harbour Beach, FL 32937
321-723-1040

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Cypress Capital

403 East Park Avenue

Tallahassee, FL 32301
850-583-5377

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Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
305-809-7967

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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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Williams Wealth Management Group Inc.

3639 Cortez Road West
Suite 225

Bradenton, FL 34210
941-756-4500

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Delgado Wealth Management, LLC

3322 Clay Avenue

Orlando, FL 32804
407-462-5486

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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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Sovereign Retirement Solutions

941 West Morse Boulevard
Suite 100

Winter Park, FL 32789
407-645-5804

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Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
917-482-7343

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Omni Wealth Advisors, Inc.

5401 W. Kennedy Blvd
Suite 120

Tampa, FL 33609
813-281-0028

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LifeLong Financial

5515 21st Ave W.
Suite A

Bradenton, FL 34209
941-792-1010

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Jeff Ackler CFP with Merit Financial Advisors

4400 N. Hwy 19A
Suite 4A

Mount Dora, FL 32757
407-797-3100

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Gordon Wealth Financial Life Advisors

4400 Biscayne Boulevard
12th Floor

Miami, FL 33137
786-360-5227

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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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Capital Analysts of Jacksonville

8160 Baymeadows Way West
Suite 310

Jacksonville, FL 32256
904-730-7433

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GEFS Insurance & Investments

5881 NW 151st Street
Suite 100

Miami Lakes, FL 33014
305-826-4792

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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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Wealth USA, LLC

1221 Brickell Avenue
Suite 900

Miami, FL 33131
305-396-9104

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Fifth Third Securities - Chad Loson

1701 Boy Scout Drive

Fort Myers, FL 33907
239-225-2020

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Gornitzky Sage Wealth Management

850 NW Federal Highway
Suite 177

Stuart, FL 34994
561-827-5806

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Brian R Exelbert - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3303

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Rich Morris, FWA - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
941-714-7915

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Wes Dawson - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7806

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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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The KTK Group - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7579

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Eric A Ellisen - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7802

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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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