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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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David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

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Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810

321-207-9017

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William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

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George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

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Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202

941-500-5122

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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

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Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950

941-391-8000

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H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

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Justin Shure

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180

305-744-5233

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John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33904

248-641-4444

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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

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Justin Gradolf

Sandbox Financial Partners

1111 Brickell Ave
10th Floor

Miami, FL 33131

202-286-5383

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Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

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Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

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Nathan Helms CFP® CIMA®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606

813-334-6500

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D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

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Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

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Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256

904-398-2075

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Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067

954-937-0232

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David H. Morgan

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256

352-433-6565

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Kevin Campbell

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803

863-688-0900

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Kevin Kroskey

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109

239-778-0707

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Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

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Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458

561-623-5492

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Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

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Al Baker

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814

407-644-4686

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Phil Wood

Wealth Partners|Ameriprise Financial

2015 31st Ave

Vero Beach, FL 32960

877-753-3080

List of Additional Retirement Planners in Florida*

* Additional advisor listing is provided in partnership with Yext

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Oceanview Private Wealth - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3600

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Michael Weitman - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
850-650-7325

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The Winter Park Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4927

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Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

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APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
904-834-2579

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Pedro Isern, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9393

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Elizabeth Cambareri - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
904-632-0206

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St. Pierre Wealth Management - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-8680

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Worth Trainor - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6618

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Alfred Novoth, CRPC - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1807

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Randall Hooper - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1887

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John Jay Marvin - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2311

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Impavid Wealth Advisors - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

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Ingram Financial Group

799 Overlook Drive

Winter Haven, FL 33884
800-425-8242

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AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
863-207-0883

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Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
321-751-5599

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ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
407-698-3418

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Allstate Personal Financial Representative: Elizabeth Ann Brooks

12959 Walsingham Rd

Largo, FL 33774
770-235-4638

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The Prewitt Group - Ameriprise Financial Services, LLC

207 E Livingston St

Orlando, FL 32801
407-447-4601

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Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

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Richard Paisley Kinkade Jr. - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-774-4788

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Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
239-432-5284

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Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
407-898-3181

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Bridgelane Wealth Management - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9380

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Allstate Personal Financial Representative: Gregory Smith

1890 W County Road 419

Oviedo, FL 32765
407-365-1766

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Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
239-593-4433

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Marvin Brooks

800 South Jefferson St.

Monticello, FL 32344
850-584-2057

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Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
407-359-2615

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Michelle Rafferty

15000 Northwest 140th St.

Alachua, FL 32615
386-853-6175

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Brian Urban, CRC®

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8028

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Greg Mayes

2592 Crawfordville Hwy.

Crawfordville, FL 32327
850-402-8022

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Melissa Wright

304 East Tennessee St.
3rd Floor

Tallahassee, FL 32301
850-402-7731

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Rob Deese

5200 W. Newberry Rd., Suite A

Gainesville, FL 32607
352-548-4790

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Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
407-331-7330

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Patricia Evans

350 N. Temple Ave.

Starke, FL 32091
904-452-2050

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Mary Wellington

217 North Calhoun St.

Tallahassee, FL 32301
850-302-7850

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21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
813-281-9200

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Kay Campione - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1819

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Amir Merali - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
305-695-6115

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Nanette Saunders - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7060

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Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
904-683-6211

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Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
561-733-9900

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Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
321-723-5480

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BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
941-375-2420

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Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7091

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John Beggs - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9371

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Russell Robert Cappelen III - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7407

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Shelly Ferrone, CFP? - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6334

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Stephen Murray - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

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Bill Fanning - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1030

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The Murray Financial Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

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Kip Harrison

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7640

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Bill Bechtol

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7655

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Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
321-972-8768

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Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
904-821-0990

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Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7583

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Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
321-363-1147

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Associated Planners Group

407-909-9850

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Lori Wolfe-Lazorik - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7006

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Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2322

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The Compass Group - Morgan Stanley

928 No Collier Blvd, 3rd
Fl

Marco Island, FL 34145
239-393-2903

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Jeffrey S Cole - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3088

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Russell Raml

7153 Broad St.

Brooksville, FL 34601
352-587-6770

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Catania Wealth Management Group - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6366

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Big Lake Financial Services

863-272-1748

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Lobo - McCampbell Group - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-776-2547

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Anchor Financial

850-230-2323

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Peter Kakoyannis - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6627

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Sumaya Musa - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4609

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Russell Cappelen, Jr. - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7010

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Beverly Noble - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
407-843-7163

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Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

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Karen Harvey - Ameriprise Financial Services, LLC

3520 NW 43rd St

Gainesville, FL 32606
352-331-0313

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Howard Silver - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3620

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Mace Barry Tamse - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5826

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Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7514

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All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

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Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
561-314-1840

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Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
813-835-8801

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Ronald Robert Oldano - Ameriprise Financial Services, LLC

27440 Cashford Cir
Ste 101

Wesley Chapel, FL 33544
813-428-5900

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Marsha McDonald - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7815

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Morgan Zook - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8602

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Tony Ferro - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4533

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Deborah J. Adeimy - Morgan Stanley

777 S. Flagler Drive
East Tower

W. Palm Beach, FL 33401
561-650-7546

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Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6885

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Integra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6977

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Adam Shapiro - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-267-5621

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Bart Bennett

1500 North U.S. Hwy. 41

Inverness, FL 34450
352-726-3200

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Tolga Dincman

304 E. Tennessee St.
3rd Floor

Tallahassee, FL 32301
850-402-7952

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John Grandizio - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1048

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Pete Battaglia - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8565

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

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2843

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Robert Tannenbaum - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1025

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Christopher Coram - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2846

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Bay Area Wealth Management Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2882

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The Atlantic Paragon Group - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3500

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Torren Szuluk - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-393-1809

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Norma I Sepulveda - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4945

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Peter J W Stocker - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6460

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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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J. C Britt - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1809

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Hudson Morse Parr - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7804

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Jeffery A. DiPascale - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-5273

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Kenneth Feliciano - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8677

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Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
407-502-0203

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Xavier Esteves - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-838-8963

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Garcia Morillo Querasian Nino Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8520

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American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
407-673-6300

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The Legacy Group - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1506

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Wesley David Hollan - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3435

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Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
305-670-5575

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Schoeppler Wealth Group - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

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Jeff Brooks - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8037

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Kevin Scott Wedgworth - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-829-1981

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George R Olliff, Jr - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8028

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Ruth, Hogue and Associates - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7442

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Franken Wealth Consulting Services - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7173

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Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0222

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The Maurillo Rhodes Group - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3685

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Nunno Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
2nd Floor

Melbourne, FL 32940
321-722-5413

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Kimberly A Kessing - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-620-6802

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The City Front Group - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4761

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Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
973-216-3873

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3113

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The McDonald Cox Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

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AutoZone Auto Parts

13525 SW 288th St

Homestead, FL 33033
786-572-6145

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Desjardins Retirement Solutions LLC

363 Fennell Blvd

Lady Lake, FL 32159
352-444-1400

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William Dodge - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7010

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Javier Briceno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0238

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Brian Currie - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
954-267-5611

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Leslie S Ash - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1801

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Berg Wealth Management Group - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
727-535-1488

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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

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Ari Banegas, Mortgage Loan Originator

12701 S. John Young Parkway
Suite 210

Orlando, FL 32837
305-989-9794

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DTLR

9233 N 56th St

Tampa, FL 33617
813-988-6425

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Indian River Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
Suite 200

Melbourne, FL 32940
321-722-5426

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North South Wealth Management - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

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Michael Carr Jr. - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7438

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Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

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Cade Boca Raton

950 Broken Sound Pkwy NW

Boca Raton, FL 33487
561-465-5633

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Bella Florals and More

9 Front St

Marco Island, FL 34145
239-316-2373

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DTLR

2323 E Hillsborough Ave
Unit 3

Tampa, FL 33610
813-237-5316

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Pacific Point

3700 Pacific Point Place

Fort Lauderdale, FL 33309
954-271-4570

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The Crossroads at Downtown Boca

1150 Southwest 2nd Avenue

Boca Raton, FL 33432
561-394-3184

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PrideStaff

5272 Summerlin Commons Way
Suite 604

Fort Myers, FL 33907
239-356-3600

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DTLR

13574 Bruce B Down Rd

Tampa, FL 33613
813-631-5292

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DTLR

5238 Norwood Ave
Space 22

Jacksonville, FL 32208
904-768-9704

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DTLR

1910 Wells Rd
Room E13A

Orange Park, FL 32073
904-269-2294

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Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
727-459-7590

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Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
941-621-4015

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Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
954-548-5899

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Boca Raton Florist

301 S Federal Hwy

Boca Raton, FL 33432
561-395-1943

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Sandy's Flower Shop

314 SW Waters Ct

Lake City, FL 32024
386-292-0807

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SFG Wealth Advisors, LLC

705 W. Azeele Street

Tampa, FL 33606
813-251-9095

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Stifel | Mark Scaglione

100 North Tampa Street
Suite 1750

Tampa, FL 33602
813-426-8621

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Fontaine Retirement Group, An Independent Firm

5730 SW 74th Street
Suite 800

South Miami, FL 33143
305-386-7667

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Charles West - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-243-2230

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Posey Bass Financial Group - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2540

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Jacksonville, FL Branch Office - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-354-6000

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Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5000

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Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

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Ralph Picascio - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7175

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Martin Moore - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3908

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

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2562

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American Momentum Bank

5858 Central Ave

Saint Petersburg, FL 33707
727-471-3270

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American Momentum Bank

4830 W Kennedy Blvd
Ste 155

Tampa, FL 33609
813-549-4747

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American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
941-806-0361

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American Momentum Bank

8625 Tamiami Trl N

Naples, FL 34108
239-566-9395

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American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
727-683-0340

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Horvath Wealth Management - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-779-2475

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Karen K Maffeo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3612

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Allstate Personal Financial Representative: Leon Beauford

8028 W Gulf To Lake Hwy

Crystal River, FL 34429
352-563-2323

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Paul Wesley Ewing - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6851

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Craig Edward Fertenbaugh - Ameriprise Financial Services, LLC

10175 Fortune Pkwy
Ste 204

Jacksonville, FL 32256
904-519-0551

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Robert Trent Ulrich - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2533

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David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
941-364-9009

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Rick Childress - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

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Daniel A Shontere - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

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Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
305-760-6730

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Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-482-8236

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DTLR

1120 N Main St
Unit 1120

Gainesville, FL 32601
352-374-8738

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DTLR

1239 W 45th St

West Palm Beach, FL 33407
561-863-4131

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DTLR

2930 54th Ave South

St Petersburg, FL 33712
727-866-1829

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DTLR

1522 S French Ave
Suite 1522

Sanford, FL 32771
407-321-0955

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John Hayes - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3912

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Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-515-2971

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Robert D Hartland - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-399-8990

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Alex L Perez - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-373-1440

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James Tuberosa - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
813-634-5677

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William Wright - Ameriprise Financial Services, LLC

125 W Romana St
Ste 610

Pensacola, FL 32502
850-438-9118

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Kelly Boyle - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

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John Piotrowski - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4905

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Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1544

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The Buzard Kinzer Group - Morgan Stanley

832 Lake Sumter Landing

The Villages, FL 32162
352-751-7850

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Osgood & Associates - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

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MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

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Edward L Diener - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2021

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DTLR

4614 South Orange Blossom Trail

Orlando, FL 32839
407-859-3146

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DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
904-757-2207

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Marandino & Associates - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Aventus Capital Advisors - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4922

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John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

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Boyle, Torres and Associates - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

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Certified Financial Group, Inc

1111 Douglas Ave

Altamonte Spgs, FL 32714
407-869-9800

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The Zangari Group - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8711

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Scott Gribbons - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4949

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David B Loder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3626

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Blake Robson - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Scott Charboneau - Ameriprise Financial Services, LLC

7432 Monika Manor Dr

Tampa, FL 33625
813-448-7080

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Aaron Drone - Ameriprise Financial Services, LLC

1635 E Highway 50
Suite 212

Clermont, FL 34711
321-331-1186

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Jonathan H Moore - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

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Melvin Kornegay - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4543

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Frank Planes - Ameriprise Financial Services, LLC

6151 Lake Osprey Dr
Ste 329

Sarasota, FL 34240
941-216-0679

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Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

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Jeremy St Croix - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3914

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Amanda Sabitoni Burnett - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7510

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Pina Financial Group - Ameriprise Financial Services, LLC

4000 Ponce De Leon Blvd
Ste 470

Coral Gables, FL 33146
305-444-7317

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R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2322

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Nona Wealth Advisors - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

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Heartfire Wealth - Ameriprise Financial Services, LLC

595 Main St

Dunedin, FL 34698
727-734-0886

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David E. Garcia - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6831

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David M Lampert - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3249

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Eric Hersh - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3089

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Allstate Personal Financial Representative: Thomas Marlow

2480 E Bay Dr
Ste 14

Largo, FL 33771
813-695-1968

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Joseph Trainor - Ameriprise Financial Services, LLC

4651 Salisbury Rd
Ste 275

Jacksonville, FL 32256
904-551-0526

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Allstate Personal Financial Representative: Susan Monahan

5622 Woodbine Rd

Pace, FL 32571
850-686-4700

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Dustin Young - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
786-775-6668

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Jeffrey Chase - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1517

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Ana Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1717

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Dave Nagel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7143

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Mike Curley - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1804

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Victor Manuel Camara - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6973

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Roger J Solis - Ameriprise Financial Services, LLC

12620 World Plaza Ln
Ste 3 Bldg 60

Fort Myers, FL 33907
239-931-3242

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Tara Cunningham - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8722

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Thomas Heinrichs - Ameriprise Financial Services, LLC

100 S Ashley Dr
Ste 600

Tampa, FL 33602
813-777-0091

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Susu Cheung - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2403

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Richard Bermont - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3300

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The Garcia Group - Morgan Stanley

100 N. Tampa Street
Ste 3000

Tampa, FL 33602
813-227-2134

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Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
941-488-3994

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Cesar Ramos - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8528

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George Yao - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8437

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Carla Wesley Boggess - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-768-8815

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Pamela Ramirez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3336

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The Kolev Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
212-503-2392

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Ioulia Sergeyevna Nikiforova - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3518

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Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-670-7425

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Donna P De Sanctis - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
561-316-6170

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William Harris - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6858

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Vivien Balcker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4968

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Rickey Paschall - Ameriprise Financial Services, LLC

5236 Willing St

Milton, FL 32570
850-623-9600

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The Zech Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6473

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Michael J Pepe - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8720

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Wilsons Leather

12801 W. Sunrise Boulevard
Ste. #4050

Sunrise, FL 33323
954-514-5888

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Morgan Stanley

117 Herald Court
Suite 113

Punta Gorda, FL 33950
941-505-2275

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Christine Hicks - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8502

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The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

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Michael Gardiner - Morgan Stanley

150 2nd Avenue N
Suite 1400

St. Petersburg, FL 33701
727-344-6716

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Adam Skonicki - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
813-877-5713

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Tom Fread - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4901

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Brian R Exelbert - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3303

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Jonathan Macy - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6802

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Russel T. Dingman - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
352-401-3824

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Keith Fernandez - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8626

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Dan Bucevski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0210

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Allstate Personal Financial Representative: Alicia Summers

1615 S Federal Hwy
Ste 204

Boca Raton, FL 33432
561-371-3627

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Matthew Borasch - Ameriprise Financial Services, LLC

4207 W Bay to Bay Blvd

Tampa, FL 33629
813-258-0777

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Seaside Villas

3201 58th St S

Gulfport, FL 33707
727-341-0186

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The Henry

4131 Laguna Street

Coral Gables, FL 33146
786-667-8798

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The Place At Dania Beach

180 E. Dania Beach

Dania Beach, FL 33004
954-399-8049

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David Gross - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5055

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Brandon Duensing - Ameriprise Financial Services, LLC

3999 N Harbor City Blvd

Melbourne, FL 32935
321-242-7500

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First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

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Scott M Miller - Ameriprise Financial Services, LLC

4800 N Federal Hwy
Ste 105E

Boca Raton, FL 33431
561-372-0345

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Maryam Khreibani - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8510

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The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2025

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Jeffrey Greenwald - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

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Charles Reyes - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3420

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Linda Forte - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1303

Jacksonville, FL 32216
904-332-9235

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Mark E Marandino - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Steven F Taylor - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
863-688-6863

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The Blagojevic-Sazonov Group - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-5272

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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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Wendy B Meyer - Ameriprise Financial Services, LLC

121 E Rutledge St

Madison, FL 32340
850-973-8888

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AutoZone Auto Parts

3151 Griffin Rd

Fort Lauderdale, FL 33312
954-266-6270

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Christina Cardone - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-441-6102

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Trey W Clark - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-333-2298

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Rafael R Lopez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-460-7817

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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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Lewis Cohen - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

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Amber Bautz - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-838-8977

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Jon E Drinkwater - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3623

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Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6979

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Frank Sakowski - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7824

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Jeff Toadvine - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

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Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2176

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Clayton W. McKown - Morgan Stanley

250 NW 3rd Street

Winter Haven, FL 33881
863-291-8305

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Josh Hester - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-751-2030

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George Fischer - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4914

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Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

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Edward Venezia - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2069

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Philip Nelson - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
727-373-1428

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Bre Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3305

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Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

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Michael Walder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-743-0959

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WealthBuilders Financial Group Inc.

2154 Seven Springs Boulevard

Trinity, FL 34655
727-843-0151

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BMR Global Wealth Management Group, Inc.

3270 Suntree Blvd
Suite #1103

Melbourne, FL 32940
631-498-4650

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Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7560

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

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-822-1979

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Jennifer Baltic Osgood - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

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Alexan Winter Park

1874 Harmon Avenue

Winter Park, FL 32789
407-794-0900

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Artsquare

401 North Federal Highway

Hallandale Beach, FL 33009
954-633-8055

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Circ Residences

1776 Polk St

Hollywood, FL 33020
954-329-3900

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Citrus Towers

1290 North Ridge Boulevard

Clermont, FL 34711
352-394-4821

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Ryan Davis

10000 Panama City Beach Parkway

Panama City Beach, FL 32407
850-404-6071

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James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-241-4264

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Allstate Personal Financial Representative: Paul Salter

4793 N Congress Ave
Ste 206

Boynton Beach, FL 33426
561-704-3046

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The Guerra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1759

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Allstate Personal Financial Representative: Justin Parker

3674 Harden Blvd

Lakeland, FL 33803
863-682-7080

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Allstate Personal Financial Representative: Michael Melvin

4280 N Highway 19A
Ste 9

Mount Dora, FL 32757
352-533-2629

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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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William D. Johnson - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4922

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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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Brower Financial Group

250 A1A North
Suite 100

Ponte Vedra Beach, FL 32082
904-280-4015

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Lourdes Canino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2416

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Sergio Garcia-Granados - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8570

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James Stanton, CFP - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-624-6410

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Christopher Morgan - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6600

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Garrison Elrod - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6302

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Miami, FL Branch Office - UBS Financial Services Inc.

100 South East Second Street
Suite 2400

Miami, FL 33131
305-536-9350

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Albert Lucci - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6633

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Alan Edwards - Morgan Stanley

12653 Telecom Drive

Tampa, FL 33637
813-663-2022

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

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6612

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James Haugen - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-652-1166

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Pedro Villari - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4636

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Eagle Wealth Management Group - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1817

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Kevin Johnson / Tate Haire / Martin Hegarty - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7877

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Reed Gerberick - Ameriprise Financial Services, LLC

1560 Matthew Dr
Ste J

Fort Myers, FL 33907
239-931-3242

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Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

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BlueKey Wealth Advisors

3878 Sheridan Street

Hollywood, FL 33021
954-986-0633

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RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

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M Janet Jason - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3579

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Vero Beach, FL Branch Office - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7000

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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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Perez Wealth Management Group - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6390

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THE RETIREMENT PLANNERS

8001 North 9th Avenue

Pensacola, FL 32514
850-995-1999

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Ross Martin - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

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Sandy Misenheimer - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7530

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Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
305-988-4713

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Juliana Tedesco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8571

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The Sheeter Group

360 West Plant Street
Suite 201

Winter Garden, FL 34787
407-217-2301

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Austin Mall - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8749

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Gregory Planck - Ameriprise Financial Services, LLC

300 Sevilla Ave
Ste 208

Coral Gables, FL 33134
305-392-1738

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Athenian Private Client Group

10225 Ulmerton Road
Suite 5B

Largo, FL 33771
727-940-4681

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Doug Frawley - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7842

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Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

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Derek Mears - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2015

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Catherine Tucker - Ameriprise Financial Services, LLC

24 Cathedral Pl
Ste 206

Saint Augustine, FL 32084
513-594-0893

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Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8403

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Stan Jahn - Ameriprise Financial Services, LLC

10 1st Ave

Englewood, FL 34223
941-475-7561

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BRC Management LLC

2845 Marquesas Ct.

Windermere, FL 34786
407-575-4436

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Statewide Financial Group, Inc

116 Intracoastal Pointe Dr
Suite 200

Jupiter, FL 33477
561-744-0500

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Steven Ershowsky - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

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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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Gene Bodden - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
603-606-4255

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Guy Colella - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4535

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Brandon Schoeppler - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

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Brent Hulling - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2170

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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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Carnegie Investment Counsel

6830 Porto Fino Cir.
Suite One

Fort Myers, FL 33912
239-939-3235

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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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Cowan Financial Group

136 Malaga Street

Saint Augustine, FL 32084
904-824-8147

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Treasure Coast Financial Planning

545 Beachland Blvd.

Vero Beach, FL 32963
772-231-1422

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Sulzberger Capital Advisors

4500 Biscayne Boulevard Ste. 205

Miami, FL 33137
305-573-4900

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Poppell Financial Group, LLC

3116 Capital Circle NE
Suite 6

Tallahassee, FL 32308
850-668-3885

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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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Rick Trasport ChFC, CEP, CFS, CAS

500 South Florida Ave
Suite 500

Lakeland, FL 33801
863-688-7535

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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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Jerrey A. Thurston, CFP?, CIMA?, CPWA?,CEPA - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6377

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Winter Park Wealth Management - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6377

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Delgado Wealth Management, LLC

3322 Clay Avenue

Orlando, FL 32804
407-462-5486

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Greystoke Consulting, Inc.

4625 East Bay Dr.
Suite 223

Clearwater, FL 33764
727-533-9766

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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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Truvestments Capital LLC

5391 Lakewood Ranch Blvd North Suite 303

Sarasota, FL 34240
941-753-3814

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Nav Advisors

2055 Wood Street
Suite 119

Sarasota, FL 34237
941-306-4499

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Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
917-482-7343

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Fifth Third Securities - Wendell Bunch

1340 East Venice Avenue

Venice, FL 34285
941-882-5111

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Blink Fitness

1102 Dunn Avenue
#1

Jacksonville, FL 32218
904-512-1175

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Omni Wealth Advisors, Inc.

5401 W. Kennedy Blvd
Suite 120

Tampa, FL 33609
813-281-0028

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FL Workers Compensation Insurance (work comp)

15165 NW 77 Avenue
Ste 1004

Miami Lakes, FL 33014
305-819-8618

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RMC Wealth Strategies & Financial Services, LLC

5310 NW 33rd Avenue
#206

Fort Lauderdale, FL 33309
954-608-3886

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Hart & Hart Financial Services - New York Life

2555 Porter Lake Drive
Unit 101

Sarasota, FL 34240
941-355-6646

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Morgan Stanley

201 E. Pine St
11th Fl

Orlando, FL 32801
407-849-4700

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