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Find Retirement Planners for Retirement Planning in Florida

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Florida

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Anthony Pressimone

Creative Planning

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Sarasota, FL 34211
(941) 7733620

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Arnold Kiman

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2237474

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Colby Winslow

Creative Planning

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Orlando, FL 32714
(407) 2803029

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Dan Davis

Creative Planning

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Naples, FL 32713
(407) 4895428

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Darsi McCarthy

Creative Planning

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Naples, FL 34997
(239) 7896979

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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208
(941) 7395006

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David Willett

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 5690496

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Edward McDonough

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819
(407) 2489647

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Henry Conlon

Creative Planning

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Saint Augustine, FL 32080
(904) 5629251

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Jennifer Lopez

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2467072

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Jim Boxma

Creative Planning

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Marco Island, FL 34145
(239) 4702669

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Juan Grau

Creative Planning

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Orlando, FL 32789
(407) 4299140

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Matthew Riggins

Mash Financial Advisors

8834 Goodby's Executive Drive
Ste 3

Jacksonville, FL 32217
(904) 4497600

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Nic Santana

Creative Planning

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Cape Coral, FL 33762
(727) 2532130

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Randy Hallier

Creative Planning

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Cape Coral, FL 33715
(239) 7896983

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Sean Lamb

Creative Planning

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Fort Lauderdale, FL 33305
(954) 5942155

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Steve Walsh

Creative Planning

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Destin, FL 32459
(850) 4815258

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Taylor Harroun

Creative Planning

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Cape Coral, FL 33556
(813) 5419351

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Tiffany O'Neal

Creative Planning

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Cape Coral, FL 33617
(813) 3655390

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Vicco von Buelow

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(305) 9061215

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810
(321) 2079017

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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060

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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202
(941) 5005122

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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(786) 4634286

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Scott Martin, CFP®, CExP

SD Martin Financial Services, Inc.

1325 S. International Parkway
Suite 2221

Lake Mary, FL 32746
(407) 8330003

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Mike Hennessy

Harbor Crest Wealth Advisors

600 Corporate Drive
Suite 502

Fort Lauderdale, FL 33334
(954) 2107890

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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950
(941) 3918000

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Michael Moffa

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Suite 150

Tampa, FL 33607
(813) 3211572

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H. Lee Little, MBA, CFP®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526

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Justin Shure, MSF, CFP®

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180
(305) 7445233

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Joshua Krafchick

369 Financial, LLC

230 Canal Blvd Suite 2

Ponte Vedra Beach, FL 32082
(904) 3059050

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Jimmy Gonzalez

Anthem Advisors

117 NE 1 Avenue
5th Floor

Miami, FL 33132
(305) 4823002

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751
(321) 2809081

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Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606
(813) 3346500

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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997
(772) 3349592

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434
(561) 2884011

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610
(813) 6544718

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075

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Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067
(954) 9370232

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Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

4600 Touchton Rd., Bldg. 100 Suite 150, Jacksonville, FL 32246
4371 Park Avenue (US 17), Suite 201, Fleming Island, FL 32003

Ponte Vedra Beach, FL 32082
(800) 2621083

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David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116

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David H. Morgan MSFS, CEP®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565

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Kevin Campbell, Registered Fiduciary

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803
(863) 6880900

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Kevin Kroskey, CFP®, MBA

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109
(239) 7780707

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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103
(239) 3021715

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Andrew Gentile CFP, CLU, ChFC, CLF, CLTC, CDFA, AIF

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458
(561) 6235492

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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211
(904) 7250556

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Al Baker, CFP®

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814
(407) 6444686

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Nick J. Russell, CRPC® Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd, Ste. 101

Orlando, FL 32819
(407) 2370117

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Phil Wood APMA®, CRPC®, AIF®

Wealth Partners|Ameriprise Financial

2015 31st Ave

Vero Beach, FL 32960
(877) 7533080

List of Additional Retirement Planners in Florida*

* Additional advisor listing is provided in partnership with Yext

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Mel Gordon - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084947

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Kris Kasturi - Ameriprise Financial Services, LLC

10 Florida Park Dr N
Ste D

Palm Coast, FL 32137
3865972994

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AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
8632070883

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Carl F Nicolosi - Ameriprise Financial Services, LLC

14311 Metropolis Ave
Ste 205

Fort Myers, FL 33912
2397687007

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Robert Maiocco - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067477

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Peter Mann - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833646

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Jeffrey Greenwald - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
5619979602

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Andrew Petty - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
4072494006

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Alan Edwards - Morgan Stanley

12653 Telecom Drive

Tampa, FL 33637
8136632022

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Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
9043804015

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Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
3056707425

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Brad Everett - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
8506507312

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Alvin Vermut - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948527

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Piotrowski, Holsan & Associates - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084900

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Melvin Kornegay - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734543

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Trey W Clark - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133332298

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David Carson - Ameriprise Financial Services, LLC

1 Daytona Blvd
Ste 270

Daytona Beach, FL 32114
3867602000

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Ross Martin - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2399361177

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Impavid Wealth Advisors - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

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Flammio Financial Group - Ameriprise Financial Services, LLC

6555 N Wickham Rd
Ste 102

Melbourne, FL 32940
3216228371

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Linda Forte - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1303

Jacksonville, FL 32216
9043329235

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Susan Bentkowski - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

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APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
9048342579

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James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4072414264

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Alfredo Rotemberg - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776930

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ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
4076983418

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Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
3217515599

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John S Mc Connell - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138775713

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Andrew Watkins - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093527

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Patrick Shea - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734536

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Russel T. Dingman - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
3524013824

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Matthew Hahn - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404948

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Michael W Harris - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404959

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Kevin Barry - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404984

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Robert Kennedy - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
3524013820

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Andrew F. Feinberg - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404926

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Kent Akins - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404925

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Heartfire Wealth - Ameriprise Financial Services, LLC

595 Main St

Dunedin, FL 34698
7277340886

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Andrew S Whitmore - Ameriprise Financial Services, LLC

7432 Monika Manor Dr

Tampa, FL 33625
8134487080

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Tara Cunningham - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138688722

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Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325284

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Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
5617339900

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James J Moroney - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272099

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David Holland - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833610

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Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947091

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Daniel Bellino - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734537

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Joseph A Zarlenga - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
9412163737

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Wilson Insurance & Financial Services

701 John Sims Parkway
Suite 302

Niceville, FL 32578
8507291024

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21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
8132819200

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Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931544

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Debinder Deshmukh - Ameriprise Financial Services, LLC

18851 NE 29th Ave
Ste 728

Miami, FL 33180
3057606730

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John Hayes - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633912

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Gregory Planck - Ameriprise Financial Services, LLC

300 Sevilla Ave
Ste 208

Coral Gables, FL 33134
3053921738

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Gayle Waldon - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5612432233

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Bill Snyder - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638510

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Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
4073592615

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Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

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Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
4073317330

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Anthony Russo - Ameriprise Financial Services, LLC

1868 Highland Oaks Blvd
Ste A

Lutz, FL 33559
7277267565

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David Thompson - Ameriprise Financial Services, LLC

10410 Seminole Blvd

Seminole, FL 33778
7272914120

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Patricia Isaacson - Ameriprise Financial Services, LLC

8112 Centralia Ct
Ste 105

Leesburg, FL 34788
3527870300

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Alejandro Perez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776974

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Roger Oprandi - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1410

Miami, FL 33156
7862644955

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Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
9046836211

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Barry Brosius - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

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Paul Schur - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633904

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Sandra Cutcliffe - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413659000

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Jeremy St Croix - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633914

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Richard Trotta - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833613

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Steven Merenda - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
4078495141

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Richard Ewing - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833625

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Kristen E Prewitt - Ameriprise Financial Services, LLC

207 E Livingston St

Orlando, FL 32801
4074474601

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Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
5615152971

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Robert Waxman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084959

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Richard B Bernstein - Ameriprise Financial Services, LLC

4800 N Federal Hwy
Ste 105E

Boca Raton, FL 33431
5613720345

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Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
3217235480

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Andres Larrea - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362709

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Glades Wealth Partners - Ameriprise Financial Services, LLC

8751 W Broward Blvd
Ste 206

Plantation, FL 33324
9542369403

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BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
9413752420

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Vivien Balcker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084968

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Tom Trotta - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9043324503

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Steven F Taylor - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
8636886863

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Anthony Terminello - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623091

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William Faucher - Ameriprise Financial Services, LLC

2611 Keystone Rd
Ste B2

Tarpon Springs, FL 34688
7279370300

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William Wright - Ameriprise Financial Services, LLC

125 W Romana St
Ste 610

Pensacola, FL 32502
8504389118

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Debra Talarico - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734551

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Carl Fazio Jr - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2399361177

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Big Lake Financial Services

8632721748

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Eric Kleinberg - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948651

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Alejandro Salvidea - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472004

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Anchor Financial

8502302323

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Blaine J Willenborg - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376817

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Simone Pitter - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497805

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Heather D. Berry - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377198

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The Axelrod / Berry Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377199

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James Patrick Bradley - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931838

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Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
4078983181

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Katie Perkner - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866153418

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Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618202322

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Stanley Parker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084973

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Robert Lavin - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
9542675631

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Ralph Fraggetti - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138415

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Randy Friedlander - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138414

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The Friedlander Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138414

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Dante Neyra - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138422

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George Yao - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138437

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Andrew Carroll - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138402

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John Snyder - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138405

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James Carroll - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138412

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Noah Solomon - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138417

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David Cooper - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9045437808

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Barbara W Johnson - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147924

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Doreen Scott - Ameriprise Financial Services, LLC

4807 US Highway 19
Ste 206

New Port Richey, FL 34652
7274843237

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Kay Campione - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
7722341819

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Daniel A. Mendoza - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497894

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Michael Kondrup - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931509

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Mark Galaini - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
5619699700

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Chris Hosko - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4072414260

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Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
4078753331

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Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
3219728768

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Graeme W Lamb - Ameriprise Financial Services, LLC

701 Market St
Ste 107A

St Augustine, FL 32095
6032328230

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Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737583

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Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
3213631147

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Associated Planners Group

4079099850

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Aventus Capital Advisors - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084922

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Rich D'Augelli - Ameriprise Financial Services, LLC

101 N Federal Hwy
Ste 700

Boca Raton, FL 33432
5619972223

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Tri Achorn Investment Services Group

9501 US Highway 19
Suite 204

Port Richey, FL 34668
7278461996

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Thomas Heinrichs - Ameriprise Financial Services, LLC

100 S Ashley Dr
Ste 600

Tampa, FL 33602
8137770091

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Steven D Cravens - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623054

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Dustin Curbow - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865627

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Albert Bevilacqua - Ameriprise Financial Services, LLC

925 S Federal Hwy
Ste 175

Boca Raton, FL 33432
5613274535

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Gregory Advisors, Inc.

777 South Harbour Island Boulevard
Suite 255

Tampa, FL 33602
8132516022

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Edward Waller - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9042737561

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Arlette Citraro - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472069

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Ashley Laubach, CFP® - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
4078726341

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Todd Shier - Ameriprise Financial Services, LLC

5240 Babcock St NE
Ste 110

Palm Bay, FL 32905
3219511335

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Brad Weinman - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618388966

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Michael Idy - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507563

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Tony Bonell - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084938

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Bill Johnson - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
7722341821

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Charles Fischer - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932027

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Allen Weidman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084993

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Russell Schaffer - Ameriprise Financial Services, LLC

2295A SW Martin Hwy

Palm City, FL 34990
7722836666

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Sheri Hoble - Ameriprise Financial Services, LLC

7707 N University Dr
Ste 205

Tamarac, FL 33321
7544847067

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Todd Scott Rozzo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833600

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Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
4075020203

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Stephanie Falconi Nemeth - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212536845

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Gwen C Smith - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
5619979602

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Astrid S Nino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768561

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Alberto Castaner - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623040

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Eric Abbott - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
9414862201

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Scott Siegel - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
2122966211

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The Zech Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766473

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Brian A De Souza - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948534

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Joseph Mancini - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
5162272883

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Steven Goens - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948537

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Richard Bergstrom - Ameriprise Financial Services, LLC

2940 Kerry Forest Pkwy
Ste 102

Tallahassee, FL 32309
8509060264

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Barbara Duggins - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2397688819

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Axel Issel - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138411

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YogaSix

12271 State Rd. 54, Odessa FL 33556

Odessa, FL 33556
7276741750

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American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
4076736300

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Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
7274597590

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John A Nicolosi - Ameriprise Financial Services, LLC

14311 Metropolis Ave
Ste 205

Fort Myers, FL 33912
2397687007

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Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2394828236

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Janet Burke - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067477

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Richard Holsan - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084960

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Kari LaRocco - Ameriprise Financial Services, LLC

1646 W Snow Ave
Ste 17

Tampa, FL 33606
8136038400

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Peggy Kelleher - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5612432226

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Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
9416214015

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Mark G Campbell - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147909

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Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
9545485899

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The Zangari Group - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138688711

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Marilynn Katatsky - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497888

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Jay Robinson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320239

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Tiani Hausen - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472088

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Joe Enders - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2397688809

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Lee Bryan - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
7867756667

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Russell W. O'Brien - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947021

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Lori Monaco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330225

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Frank Coussens - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
7867756690

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Susan Lemasters - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737576

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Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
9048210990

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Collin Soule - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
7275243000

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Michele Stahl - Ameriprise Financial Services, LLC

2325 Stanford Ct

Naples, FL 34112
2393049345

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Catherine Ada Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697028

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Adam Piatt - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321308

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John Thomas Mahoney Jr. - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865658

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Aldo Ceaser Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697021

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Renee Martone Cecil - Ameriprise Financial Services, LLC

7321 Merchant Ct
Ste A

Sarasota, FL 34240
9419070708

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Ricardo Bembibre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330216

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Corey Engelhard - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
9544765231

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Patti Heidorn - Ameriprise Financial Services, LLC

2101 NW Corporate Blvd
Ste 208

Boca Raton, FL 33431
5619539370

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Stephanie Seebol Lesso - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320203

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William J Enriquez - Ameriprise Financial Services, LLC

500 S Australian Ave
Ste 500

West Palm Beach, FL 33401
5619321130

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Colin Callahan - Ameriprise Financial Services, LLC

2431 Aloma Ave
Ste 165

Winter Park, FL 32792
4109644962

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Allied Wealth Advisors - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
8636886863

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Isabel Santo Tomas - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335354

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Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
7274317692

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North South Wealth Management - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
9412163737

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Eric Hersh - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623089

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Kerri Buchman - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
7275243000

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All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
3052520113

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Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
5613141840

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Mark Hopler - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
4078495141

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Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
8138358801

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David Leifer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643539

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The Herman Rapport Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075700

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Randolph Herman - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075778

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Judith F Hall - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075715

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David Rapport - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075763

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John Webermeier - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272158

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Neda Hooks - Morgan Stanley

225 East Lemon St 1st
Fl

Lakeland, FL 33801
8634991532

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The Corripio Group - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607806

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Alberto Herran - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067474

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Hudson Morse Parr - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437804

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Frank Sakowski - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497824

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The Grubb Group - Morgan Stanley

611 US 27 South

Sebring, FL 33870
8634514037

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Elyse M. Gustafson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320273

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Janet Franco Gordon - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763304

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Gigi Guerra - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331759

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Linda Goodson - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7277734665

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Dave Faler - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7277734689

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Roxana Machado - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607903

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SW Florida Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497812

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Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776979

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David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
9413649009

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The Crimmins Wealth Management Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

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Calvin Tannenbaum - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931851

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Richard K Maurer - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931582

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Esteban Formoso - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607906

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Patrick T. Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647465

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Gary R. Patterson - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947041

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Carlos Fonseca - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362733

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Fred Gober - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618224921

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Leonard Schneiderman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5614164725

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John P Stollmeyer - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497852

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Randy M Levitt - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947046

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The Legacy Group - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931506

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Jessica Miller Osteen - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768521

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SOMOZA/RIVERO - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053791000

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Joseph Serra - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233204

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Hilary Kumble Freeman - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377150

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Consuelo Tarazona - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331750

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Tony Rodriguez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607901

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Ronald Dale - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947023

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Kimberly A Kessing - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5616206802

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Brandon M Flynn - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
9044752980

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Preston Sizemore - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766494

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Ross O'Connor - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932047

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The Fox Team - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932032

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Eric A Ellisen - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437802

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Kurt James Krokenberger - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497893

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Matthew Marino - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
3056956126

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Carissa Barney - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
8138181720

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Steven Allison - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233261

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Ron E Ziembko - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947013

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Albert Calvario - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497854

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Shaun B Orcinolo - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
9542675660

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Christopher Upton - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
9545778881

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E. Kenneth Furst - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948523

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Amanda Sabitoni Burnett - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5615157510

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Rachel Z Baum - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377172

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Thomas W Goodrich - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
9048610650

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Felipe Priorelli - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472021

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R. Jamie Marceaux - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618224902

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Eva Marina Ovejero, CPM® - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768511

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Fulvio Urbinati - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335419

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Taylor B. Chadsey, III - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647473

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Nicole Spirgatis - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768516

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Jose Edery - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362750

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Marilyn E Rangel - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
5616205039

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Jeffrey Pietrzak - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507531

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Kristina Olsen - Morgan Stanley

2400 East Commercial Blvd St 1200

Ft Lauderdale, FL 33308
9542675641

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Patricia P Holder - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331728

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Robbie A Derooy - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507518

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Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272176

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Mark N Bodkins - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362714

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Michael Romance - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362735

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Marcus Blake - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948522

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Michael Ladd - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766484

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Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
3057606730

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Laura L Rehbein - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

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Michael David Matash - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647451

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The Ramazio and Jacobs Group - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931814

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Blake Hallock - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093501

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Magnus F Virgin - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931549

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Tom Trimble - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947012

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Clearwater, FL Branch Office - UBS Financial Services Inc.

18167 US 19 North
Suite 200

Clearwater, FL 33764
7275072562

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Gary W. Plum - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147915

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John Bihler - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
4078494784

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Max Becker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362747

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Alberto Peralta Ramos - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763332

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Cameron O'Neill - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272036

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David Keith - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321312

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Ash Islam - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9042732438

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Gaston Eduardo Abello - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059365948

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John W Toggweiler - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321306

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The Trident Group - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737574

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Doug Reller - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
8132272121

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Bill Valenti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321325

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Michael D Freitag - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321335

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Phronesis Wealth Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

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Sandra J. Bailey - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233222

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The Ware Espro Group - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273026308

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Weger Mackay Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766469

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The Blagojevic-Sazonov Group - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325272

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Shawn Rae - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273446727

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Florencio Otto Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697020

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Hina Sanghvi Cory - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497814

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Laurie Moore - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325262

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Thomas McKnight - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273026331

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Adam Heller - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931895

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David G Brown - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273446754

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David Norton - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325286

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Matthew Bartolomei - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404991

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John Levitz - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084940

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Rodney Meyering - Ameriprise Financial Services, LLC

1 Daytona Blvd
Ste 270

Daytona Beach, FL 32114
3867602000

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Adam Boole - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497868

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Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507514

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Frank Guerriero - Morgan Stanley

201 E. Pine St 11th
Fl

Orlando, FL 32801
4078494791

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Robert H. Axelrod - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377199

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Taras Wealth Management - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584175

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Sylvia Lucy Millar - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647440

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Irina Parker - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212536855

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David White - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647481

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The Carroll Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138419

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Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138403

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Julie Saumsiegle - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138408

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Joseph Bosco - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233208

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Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865600

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Veritas Cravens Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623054

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Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947000

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Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866739222

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Marileigh Hensley - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865633

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The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712025

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William McKenna - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507566

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Mario Lamar - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613066

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Carlos Bonzon - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613061

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Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054607800

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Steven R Adelson - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
5615152971

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The Kornblith Zucker Group - UBS Financial Services Inc.

15310 Amberly Drive
Suite 100

Tampa, FL 33647
8137754363

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The Burkhalter Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866739222

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Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376885

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The Basile Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497887

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Christina Cardone - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7274416102

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R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802322

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Blink Fitness

1102 Dunn Avenue
#1

Jacksonville, FL 32218
9045121175

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Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
3058097967

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Caleb E. Marsh - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932012

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Mary Lauritano - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersberg, FL 33701
7278922599

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Joseph Restaino - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
7278922524

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Julie Kandel-Pogue - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
8504708018

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Tampa, FL Branch Office - UBS Financial Services Inc.

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132215555

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013113

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Trinity Wealth Management Group, Inc

1700 N. McMullen Booth Road
Suite C-5

Clearwater, FL 33759
7277721272

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Cathy Pareto And Associates

2030 S. Douglas Rd.
Ste. 215

Coral Gables, FL 33134
3056489814

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Bob Love - Ameriprise Financial Services, LLC

7520 NW 5th St

Plantation, FL 33317
9545811435

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George R Hoos - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647441

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Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
2395934433

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Richard Kozak - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404910

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Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404900

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John Ashworth - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404971

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Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

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The Feinberg Feinberg Schelling Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404909

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Mary Ann Finneran

7153 Broad St.

Brooksville, FL 34601
3525876790

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John Grandizio - UBS Financial Services Inc.

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132021048

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Benjamin Crum - Morgan Stanley

225 East Lemon St
1st Fl

Lakeland, FL 33801
8634991506

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Ramy A. Georgy - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8139033039

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Vijay Baxter - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
9548095261

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Jeffrey S. Ritch Sr. - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
7278922553

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Edna V. Broyles, CFP - UBS Financial Services Inc.

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132272826

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Michael Logan - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618388923

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Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212552400

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Capital Plaza Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404900

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Sandro Maisuradze - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404906

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Christopher Matthew Jones - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404974

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Steven R Miller - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
4076054361

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Mike Cripe - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
4076054364

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C. Robert Ball - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404980

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Herbert Allen Milner Sr. - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404979

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Daniel Neuman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
2126036215

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Edward Paul Magda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643552

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Santiago Eduardo Gomez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768551

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Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093500

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Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623000

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The Belleair Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075708

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Christopher Scharnow - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075713

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Juan Paysse - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763328

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Raymond J D'Agostino Jr. - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737588

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Carolyn R Kohn - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233224

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John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4078390433

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Joseph Torano - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054607836

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Scott Owens - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272027

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Andrew Zelman - Morgan Stanley

8304 Champions Gate Blvd

Champions Gate, FL 33896
4075664605

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Kevin C Cox - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
9414862203

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Alvaro Alvarez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331740

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American Momentum Bank

3155 Daniels Rd

Winter Garden, FL 34787
4077980100

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American Momentum Bank

5540 Fruitville Rd

Sarasota, FL 34232
9418060401

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American Momentum Bank

15150 N Florida Ave

Tampa, FL 33613
8135494140

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American Momentum Bank

5237 Summerlin Commons Blvd
Ste 227

Fort Myers, FL 33907
2396537389

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Evan Savarick - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623019

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320200

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Zachary Sobel - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766451

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The Garcia Group - Morgan Stanley

100 N. Tampa Street
Ste 3000

Tampa, FL 33602
8132272134

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Samuel H Hall - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437806

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Kenneth R Diepholz - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272096

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Michael Weitman - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
8506507325