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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

David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208

941-739-5006

Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810

321-207-9017

William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162

352-561-3060

George Jackson

Jackson Wealth Management

755 Primera Blvd, Suite

Lake Mary, FL 32746

321-249-6670

Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202

941-500-5122

Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950

941-391-8000

H. Lee Little

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216

904-296-7526

Justin Shure

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180

305-744-5233

John Salomon

J2 Capital Management, Inc.

1222 SE 47th St
Office Suite C-1

Cape Coral, FL 33904

248-641-4444

Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

Justin Gradolf

Sandbox Financial Partners

1111 Brickell Ave
10th Floor

Miami, FL 33131

202-286-5383

Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751

321-280-9081

David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

Richard Reyes

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751

407-622-6669

Nathan Helms CFP^® CIMA^®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606

813-334-6500

D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997

772-334-9592

Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610

813-654-4718

Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256

904-398-2075

Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067

954-937-0232

David H. Morgan

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256

352-433-6565

Kevin Campbell

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803

863-688-0900

Kevin Kroskey

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109

239-778-0707

Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103

239-302-1715

Andrew Gentile

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458

561-623-5492

Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211

904-725-0556

Al Baker

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814

407-644-4686

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

Oceanview Private Wealth - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3600

Michael Weitman - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
850-650-7325

The Winter Park Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4927

Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
904-380-4015

APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
904-834-2579

Pedro Isern, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9393

Elizabeth Cambareri - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
904-632-0206

St. Pierre Wealth Management - UBS Financial Services Inc.

525 Okeechobee Blvd.
Suite 1500

West Palm Beach, FL 33401
561-659-8680

Worth Trainor - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6618

Alfred Novoth, CRPC - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1807

Randall Hooper - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1887

John Jay Marvin - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-799-2311

Impavid Wealth Advisors - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

Ingram Financial Group

799 Overlook Drive

Winter Haven, FL 33884
800-425-8242

AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
863-207-0883

Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
321-751-5599

ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
407-698-3418

Allstate Personal Financial Representative: Elizabeth Ann Brooks

12959 Walsingham Rd

Largo, FL 33774
770-235-4638

The Prewitt Group - Ameriprise Financial Services, LLC

207 E Livingston St

Orlando, FL 32801
407-447-4601

Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0200

Richard Paisley Kinkade Jr. - UBS Financial Services Inc.

550 Biltmore Way

Coral Gables, FL 33134
305-774-4788

Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
239-432-5284

Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
407-898-3181

Bridgelane Wealth Management - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9380

Allstate Personal Financial Representative: Gregory Smith

1890 W County Road 419

Oviedo, FL 32765
407-365-1766

Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
239-593-4433

Marvin Brooks

800 South Jefferson St.

Monticello, FL 32344
850-584-2057

Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
407-359-2615

Michelle Rafferty

15000 Northwest 140th St.

Alachua, FL 32615
386-853-6175

Brian Urban, CRC®

1801 Apalachee Pkwy.

Tallahassee, FL 32301
850-402-8028

Greg Mayes

2592 Crawfordville Hwy.

Crawfordville, FL 32327
850-402-8022

Melissa Wright

304 East Tennessee St.
3rd Floor

Tallahassee, FL 32301
850-402-7731

Rob Deese

5200 W. Newberry Rd., Suite A

Gainesville, FL 32607
352-548-4790

Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
407-331-7330

Patricia Evans

350 N. Temple Ave.

Starke, FL 32091
904-452-2050

Mary Wellington

217 North Calhoun St.

Tallahassee, FL 32301
850-302-7850

21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
813-281-9200

Kay Campione - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1819

Amir Merali - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
305-695-6115

Nanette Saunders - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7060

Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
904-683-6211

Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
561-733-9900

Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
321-723-5480

BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
941-375-2420

Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7091

John Beggs - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9371

Russell Robert Cappelen III - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7407

Shelly Ferrone, CFP? - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6334

Stephen Murray - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

Bill Fanning - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1030

The Murray Financial Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2815

Kip Harrison

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7640

Bill Bechtol

5200-A West Newberry Rd.

Gainesville, FL 32607
352-339-7655

Robert E. Messinger, CFS, CLU, ChFC, CDFA, CWS - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7227

Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
321-972-8768

Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
904-821-0990

Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7583

Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
321-363-1147

Associated Planners Group

407-909-9850

Lori Wolfe-Lazorik - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7006

Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-820-2322

The Compass Group - Morgan Stanley

928 No Collier Blvd, 3rd
Fl

Marco Island, FL 34145
239-393-2903

Jeffrey S Cole - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3088

Russell Raml

7153 Broad St.

Brooksville, FL 34601
352-587-6770

The Berkoff Group - UBS Financial Services Inc.

Home Worker FL

Home Worker FL, FL 10171
212-333-8866

Catania Wealth Management Group - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6366

Big Lake Financial Services

863-272-1748

Lobo - McCampbell Group - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-776-2547

Anchor Financial

850-230-2323

Peter Kakoyannis - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6627

Sumaya Musa - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4609

Russell Cappelen, Jr. - UBS Financial Services Inc.

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7010

Beverly Noble - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
407-843-7163

Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
727-431-7692

Karen Harvey - Ameriprise Financial Services, LLC

3520 NW 43rd St

Gainesville, FL 32606
352-331-0313

Howard Silver - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3620

Mace Barry Tamse - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-226-5826

Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-650-7514

All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
561-314-1840

Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
813-835-8801

Ronald Robert Oldano - Ameriprise Financial Services, LLC

27440 Cashford Cir
Ste 101

Wesley Chapel, FL 33544
813-428-5900

Marsha McDonald - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7815

Morgan Zook - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8602

Tony Ferro - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4533

Deborah J. Adeimy - Morgan Stanley

777 S. Flagler Drive
East Tower

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

Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6885

Integra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6977

Adam Shapiro - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-267-5621

Bart Bennett

1500 North U.S. Hwy. 41

Inverness, FL 34450
352-726-3200

Tolga Dincman

304 E. Tennessee St.
3rd Floor

Tallahassee, FL 32301
850-402-7952

John Grandizio - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1048

Pete Battaglia - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8565

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

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2843

Robert Tannenbaum - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-202-1025

Christopher Coram - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2846

Bay Area Wealth Management Group - UBS Financial Services Inc.

101 E Kennedy Blvd
18th Floor

Tampa, FL 33602
813-227-2882

American Portfolios Financial Services Inc.

833-427-2796

The Atlantic Paragon Group - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3500

Torren Szuluk - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-393-1809

Norma I Sepulveda - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4945

Peter J W Stocker - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6460

Byron Vasiliou - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3060

J. C Britt - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1809

Hudson Morse Parr - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-543-7804

Jeffery A. DiPascale - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-5273

Kenneth Feliciano - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8677

Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
407-502-0203

Xavier Esteves - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-838-8963

Garcia Morillo Querasian Nino Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8520

American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
407-673-6300

The Legacy Group - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1506

Wesley David Hollan - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3435

Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
305-670-5575

Schoeppler Wealth Group - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

Jeff Brooks - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8037

Kevin Scott Wedgworth - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-829-1981

George R Olliff, Jr - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8028

Ruth, Hogue and Associates - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7442

Franken Wealth Consulting Services - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7173

Blake Barnes - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
904-632-0222

The Maurillo Rhodes Group - UBS Financial Services Inc.

7950 Summerlin Lakes Drive
Suite 1

Fort Myers, FL 33907
239-277-3685

Nunno Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
2nd Floor

Melbourne, FL 32940
321-722-5413

Kimberly A Kessing - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-620-6802

The City Front Group - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
407-849-4761

Vincent Dotterweich - Ameriprise Financial Services, LLC

1819 Main St
Ste 240

Sarasota, FL 34236
973-216-3873

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
904-301-3113

The McDonald Cox Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7251

AutoZone Auto Parts

13525 SW 288th St

Homestead, FL 33033
786-572-6145

Desjardins Retirement Solutions LLC

363 Fennell Blvd

Lady Lake, FL 32159
352-444-1400

William Dodge - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-694-7010

Javier Briceno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0238

Brian Currie - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
954-267-5611

Leslie S Ash - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1801

Berg Wealth Management Group - Ameriprise Financial Services, LLC

18167 US Highway 19 N
Ste 195

Clearwater, FL 33764
727-535-1488

The Dunn Caliendo Wealth Management Group - UBS Financial Services Inc.

1819 Main Street
Suite 900

Sarasota, FL 34236
941-364-7215

DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

Ari Banegas, Mortgage Loan Originator

12701 S. John Young Parkway
Suite 210

Orlando, FL 32837
305-989-9794

DTLR

9233 N 56th St

Tampa, FL 33617
813-988-6425

Indian River Wealth Management Group - UBS Financial Services Inc.

6905 N Wickham Road
Suite 200

Melbourne, FL 32940
321-722-5426

North South Wealth Management - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
941-216-3737

Michael Carr Jr. - UBS Financial Services Inc.

4313 NW 8th Avenue
1st Floor, Suite 10

Gainesville, FL 32605
352-745-7438

Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

Cade Boca Raton

950 Broken Sound Pkwy NW

Boca Raton, FL 33487
561-465-5633

Bella Florals and More

9 Front St

Marco Island, FL 34145
239-316-2373

DTLR

2323 E Hillsborough Ave
Unit 3

Tampa, FL 33610
813-237-5316

Pacific Point

3700 Pacific Point Place

Fort Lauderdale, FL 33309
954-271-4570

The Crossroads at Downtown Boca

1150 Southwest 2nd Avenue

Boca Raton, FL 33432
561-394-3184

PrideStaff

5272 Summerlin Commons Way
Suite 604

Fort Myers, FL 33907
239-356-3600

DTLR

13574 Bruce B Down Rd

Tampa, FL 33613
813-631-5292

DTLR

5238 Norwood Ave
Space 22

Jacksonville, FL 32208
904-768-9704

DTLR

1910 Wells Rd
Room E13A

Orange Park, FL 32073
904-269-2294

Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
727-459-7590

Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
941-621-4015

Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
954-548-5899

Boca Raton Florist

301 S Federal Hwy

Boca Raton, FL 33432
561-395-1943

Sandy's Flower Shop

314 SW Waters Ct

Lake City, FL 32024
386-292-0807

SFG Wealth Advisors, LLC

705 W. Azeele Street

Tampa, FL 33606
813-251-9095

Stifel | Mark Scaglione

100 North Tampa Street
Suite 1750

Tampa, FL 33602
813-426-8621

Fontaine Retirement Group, An Independent Firm

5730 SW 74th Street
Suite 800

South Miami, FL 33143
305-386-7667

Charles West - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
561-243-2230

Posey Bass Financial Group - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2540

Jacksonville, FL Branch Office - UBS Financial Services Inc.

One Independent Drive
30th Floor

Jacksonville, FL 32202
904-354-6000

Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5000

Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
407-875-3331

Ralph Picascio - UBS Financial Services Inc.

801 Laurel Oak Drive
Suite 500

Naples, FL 34108
239-254-7175

Martin Moore - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3908

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

18167 US 19 North
Harbourside Building

Clearwater, FL 33764
727-507-2562

American Momentum Bank

5858 Central Ave

Saint Petersburg, FL 33707
727-471-3270

American Momentum Bank

4830 W Kennedy Blvd
Ste 155

Tampa, FL 33609
813-549-4747

American Momentum Bank

3939 McIntosh Rd

Sarasota, FL 34233
941-806-0361

American Momentum Bank

8625 Tamiami Trl N

Naples, FL 34108
239-566-9395

American Momentum Bank

1001 S Fort Harrison Ave

Clearwater, FL 33756
727-683-0340

Horvath Wealth Management - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-779-2475

Karen K Maffeo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3612

Allstate Personal Financial Representative: Leon Beauford

8028 W Gulf To Lake Hwy

Crystal River, FL 34429
352-563-2323

Paul Wesley Ewing - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6851

Craig Edward Fertenbaugh - Ameriprise Financial Services, LLC

10175 Fortune Pkwy
Ste 204

Jacksonville, FL 32256
904-519-0551

Robert Trent Ulrich - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-892-2533

David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
941-364-9009

Rick Childress - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

Daniel A Shontere - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-365-9000

Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
305-760-6730

Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-482-8236

DTLR

1120 N Main St
Unit 1120

Gainesville, FL 32601
352-374-8738

DTLR

1239 W 45th St

West Palm Beach, FL 33407
561-863-4131

DTLR

2930 54th Ave South

St Petersburg, FL 33712
727-866-1829

DTLR

1522 S French Ave
Suite 1522

Sanford, FL 32771
407-321-0955

John Hayes - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3912

Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
561-515-2971

Robert D Hartland - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-399-8990

Alex L Perez - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
727-373-1440

James Tuberosa - Ameriprise Financial Services, LLC

1517 Sun City Center Plz
Ste A

Sun City Center, FL 33573
813-634-5677

William Wright - Ameriprise Financial Services, LLC

125 W Romana St
Ste 610

Pensacola, FL 32502
850-438-9118

Kelly Boyle - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

John Piotrowski - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4905

Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1544

The Buzard Kinzer Group - Morgan Stanley

832 Lake Sumter Landing

The Villages, FL 32162
352-751-7850

Osgood & Associates - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

MSW Wealth Advisors

4811 Beach Boulevard
Suite 300

Jacksonville, FL 32207
904-396-2202

Edward L Diener - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2021

DTLR

4614 South Orange Blossom Trail

Orlando, FL 32839
407-859-3146

DTLR

13321 City Station Dr
Suite 141

Jacksonville, FL 32218
904-757-2207

Marandino & Associates - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

Aventus Capital Advisors - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4922

John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

Boyle, Torres and Associates - Ameriprise Financial Services, LLC

980 N Federal Hwy
Ste 442

Boca Raton, FL 33432
561-756-8643

Certified Financial Group, Inc

1111 Douglas Ave

Altamonte Spgs, FL 32714
407-869-9800

The Zangari Group - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8711

Van Voorhees, Elstad & Associates - Ameriprise Financial Services, LLC

3507 Wedgewood Ln

The Villages, FL 32162
352-350-2397

Scott Gribbons - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4949

David B Loder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3626

Blake Robson - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

Scott Charboneau - Ameriprise Financial Services, LLC

7432 Monika Manor Dr

Tampa, FL 33625
813-448-7080

Aaron Drone - Ameriprise Financial Services, LLC

1635 E Highway 50
Suite 212

Clermont, FL 34711
321-331-1186

Jonathan H Moore - Ameriprise Financial Services, LLC

7188 Beneva Rd

Sarasota, FL 34238
941-929-1888

Melvin Kornegay - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4543

Frank Planes - Ameriprise Financial Services, LLC

6151 Lake Osprey Dr
Ste 329

Sarasota, FL 34240
941-216-0679

Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-319-0011

Jeremy St Croix - Ameriprise Financial Services, LLC

1819 Main St
Ste 1002

Sarasota, FL 34236
941-363-3914

Amanda Sabitoni Burnett - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-515-7510

Pina Financial Group - Ameriprise Financial Services, LLC

4000 Ponce De Leon Blvd
Ste 470

Coral Gables, FL 33146
305-444-7317

R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
904-380-2322

Nona Wealth Advisors - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
407-249-4006

Heartfire Wealth - Ameriprise Financial Services, LLC

595 Main St

Dunedin, FL 34698
727-734-0886

David E. Garcia - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6831

David M Lampert - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
772-223-3249

Eric Hersh - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-762-3089

Allstate Personal Financial Representative: Thomas Marlow

2480 E Bay Dr
Ste 14

Largo, FL 33771
813-695-1968

Joseph Trainor - Ameriprise Financial Services, LLC

4651 Salisbury Rd
Ste 275

Jacksonville, FL 32256
904-551-0526

Allstate Personal Financial Representative: Susan Monahan

5622 Woodbine Rd

Pace, FL 32571
850-686-4700

Dustin Young - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
786-775-6668

Jeffrey Chase - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-1517

Ana Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1717

Dave Nagel - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-7143

Mike Curley - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
772-234-1804

Victor Manuel Camara - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6973

Roger J Solis - Ameriprise Financial Services, LLC

12620 World Plaza Ln
Ste 3 Bldg 60

Fort Myers, FL 33907
239-931-3242

Tara Cunningham - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8722

Thomas Heinrichs - Ameriprise Financial Services, LLC

100 S Ashley Dr
Ste 600

Tampa, FL 33602
813-777-0091

Susu Cheung - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2403

Richard Bermont - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3300

The Garcia Group - Morgan Stanley

100 N. Tampa Street
Ste 3000

Tampa, FL 33602
813-227-2134

Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
941-488-3994

Cesar Ramos - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8528

George Yao - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8437

Carla Wesley Boggess - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-768-8815

Pamela Ramirez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3336

The Kolev Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
212-503-2392

Ioulia Sergeyevna Nikiforova - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
954-509-3518

Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-670-7425

Donna P De Sanctis - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
561-316-6170

William Harris - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-253-6858

Vivien Balcker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4968

Rickey Paschall - Ameriprise Financial Services, LLC

5236 Willing St

Milton, FL 32570
850-623-9600

The Zech Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
561-776-6473

Michael J Pepe - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
813-868-8720

Wilsons Leather

12801 W. Sunrise Boulevard
Ste. #4050

Sunrise, FL 33323
954-514-5888

Morgan Stanley

117 Herald Court
Suite 113

Punta Gorda, FL 33950
941-505-2275

Christine Hicks - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-363-8502

The District Boynton

1000 Audace Ave.

Boynton Beach, FL 33426
561-413-9532

Michael Gardiner - Morgan Stanley

150 2nd Avenue N
Suite 1400

St. Petersburg, FL 33701
727-344-6716

Adam Skonicki - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
813-877-5713

Tom Fread - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4901

Brian R Exelbert - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-476-3303

Jonathan Macy - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
305-937-6802

Russel T. Dingman - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
352-401-3824

Keith Fernandez - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-394-8626

Dan Bucevski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0210

Allstate Personal Financial Representative: Alicia Summers

1615 S Federal Hwy
Ste 204

Boca Raton, FL 33432
561-371-3627

Matthew Borasch - Ameriprise Financial Services, LLC

4207 W Bay to Bay Blvd

Tampa, FL 33629
813-258-0777

Seaside Villas

3201 58th St S

Gulfport, FL 33707
727-341-0186

The Henry

4131 Laguna Street

Coral Gables, FL 33146
786-667-8798

The Place At Dania Beach

180 E. Dania Beach

Dania Beach, FL 33004
954-399-8049

David Gross - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
561-620-5055

Brandon Duensing - Ameriprise Financial Services, LLC

3999 N Harbor City Blvd

Melbourne, FL 32935
321-242-7500

First Charter Financial Corporation

6108 Village Oaks Dr
Ste A

Pensacola, FL 32504
850-479-1100

Scott M Miller - Ameriprise Financial Services, LLC

4800 N Federal Hwy
Ste 105E

Boca Raton, FL 33431
561-372-0345

Maryam Khreibani - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8510

The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2025

Jeffrey Greenwald - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

Charles Reyes - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
386-615-3420

Linda Forte - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1303

Jacksonville, FL 32216
904-332-9235

Mark E Marandino - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

Steven F Taylor - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
863-688-6863

The Blagojevic-Sazonov Group - Morgan Stanley

7811 University Pointe Drive

Ft. Myers, FL 33907
239-432-5272

Jacey J. Cosentino - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
850-470-8033

Wendy B Meyer - Ameriprise Financial Services, LLC

121 E Rutledge St

Madison, FL 32340
850-973-8888

AutoZone Auto Parts

3151 Griffin Rd

Fort Lauderdale, FL 33312
954-266-6270

Christina Cardone - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
727-441-6102

Trey W Clark - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
813-333-2298

Rafael R Lopez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
305-460-7817

Goosehead Insurance - Burt Hogan

145 NW Central Park Plaza

Port St Lucie, FL 34986
772-985-4281

Goosehead Insurance - Gary & Sam Paul

5889 S. Williamson Blvd
Suite 1414

Port Orange, FL 32128
386-492-9057

Goosehead Insurance - Debbie Price

11268 Winthrop Main Street
Suite 102

Riverview, FL 33578
813-448-1506

Lewis Cohen - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
561-997-9602

Amber Bautz - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
561-838-8977

Jon E Drinkwater - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-383-3623

Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6979

Frank Sakowski - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7824

Jeff Toadvine - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-839-0433

Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2176

Clayton W. McKown - Morgan Stanley

250 NW 3rd Street

Winter Haven, FL 33881
863-291-8305

Josh Hester - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
321-751-2030

George Fischer - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
954-308-4914

Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

Edward Venezia - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
561-393-2069

Philip Nelson - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
727-373-1428

Bre Sawyer - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
305-476-3305

Fifth Third Mortgage - Nakia Stefanini

50 Central Avenue
Suite 810

Sarasota, FL 34236
941-329-4680

Michael Walder - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-743-0959

WealthBuilders Financial Group Inc.

2154 Seven Springs Boulevard

Trinity, FL 34655
727-843-0151

BMR Global Wealth Management Group, Inc.

3270 Suntree Blvd
Suite #1103

Melbourne, FL 32940
631-498-4650

Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7560

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

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
727-822-1979

Jennifer Baltic Osgood - Ameriprise Financial Services, LLC

1103 W Cleveland St

Tampa, FL 33606
813-870-0892

Alexan Winter Park

1874 Harmon Avenue

Winter Park, FL 32789
407-794-0900

Artsquare

401 North Federal Highway

Hallandale Beach, FL 33009
954-633-8055

Circ Residences

1776 Polk St

Hollywood, FL 33020
954-329-3900

Citrus Towers

1290 North Ridge Boulevard

Clermont, FL 34711
352-394-4821

Ryan Davis

10000 Panama City Beach Parkway

Panama City Beach, FL 32407
850-404-6071

James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
407-241-4264

Allstate Personal Financial Representative: Paul Salter

4793 N Congress Ave
Ste 206

Boynton Beach, FL 33426
561-704-3046

The Guerra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1759

Allstate Personal Financial Representative: Justin Parker

3674 Harden Blvd

Lakeland, FL 33803
863-682-7080

Allstate Personal Financial Representative: Michael Melvin

4280 N Highway 19A
Ste 9

Mount Dora, FL 32757
352-533-2629

Peter Joshua Kaufman - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
407-605-4370

William D. Johnson - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
407-740-4922

Daniel Neuman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
212-603-6215

Brower Financial Group

250 A1A North
Suite 100

Ponte Vedra Beach, FL 32082
904-280-4015

Lourdes Canino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2416

Sergio Garcia-Granados - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8570

James Stanton, CFP - UBS Financial Services Inc.

3801 PGA Boulevard
10th Floor

Palm Beach Gardens, FL 33410
561-624-6410

Christopher Morgan - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6600

Garrison Elrod - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6302

Miami, FL Branch Office - UBS Financial Services Inc.

100 South East Second Street
Suite 2400

Miami, FL 33131
305-536-9350

Albert Lucci - UBS Financial Services Inc.

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6633

Alan Edwards - Morgan Stanley

12653 Telecom Drive

Tampa, FL 33637
813-663-2022

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

712 South East Ocean Boulevard
Ground Floor

Stuart, FL 34994
772-223-6612

James Haugen - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-652-1166

Pedro Villari - UBS Financial Services Inc.

18851 NE 29th Avenue
11th Floor

Aventura, FL 33180
305-682-4636

Eagle Wealth Management Group - UBS Financial Services Inc.

1800 North Military Trail
Suite 300

Boca Raton, FL 33431
561-367-1817

Kevin Johnson / Tate Haire / Martin Hegarty - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7877

Reed Gerberick - Ameriprise Financial Services, LLC

1560 Matthew Dr
Ste J

Fort Myers, FL 33907
239-931-3242

Little Greek Fresh Grill

3030 E Semoran Boulevard

Apopka, FL 32703
407-951-8584

BlueKey Wealth Advisors

3878 Sheridan Street

Hollywood, FL 33021
954-986-0633

RFW Wealth Advisors

4776 Hodges Boulevard
Suite 203

Jacksonville, FL 32224
904-517-5400

M Janet Jason - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
941-364-3579

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

1701 Highway A1A
Suite 101

Vero Beach, FL 32963
772-234-7000

The KTK Group - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
904-273-7579

Perez Wealth Management Group - UBS Financial Services Inc.

401 East Las Olas Boulevard
Suite 2300

Fort Lauderdale, FL 33301
954-527-6390

THE RETIREMENT PLANNERS

8001 North 9th Avenue

Pensacola, FL 32514
850-995-1999

Ross Martin - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

Sandy Misenheimer - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
904-421-7530

Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
305-988-4713

Juliana Tedesco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8571

The Sheeter Group

360 West Plant Street
Suite 201

Winter Garden, FL 34787
407-217-2301

Austin Mall - Morgan Stanley

3520 Thomasville Rd
Ste 100

Tallahassee, FL 32309
850-422-8749

Todd Kyle Darress - Ameriprise Financial Services, LLC

1054 20th Pl

Vero Beach, FL 32960
772-770-3700

Jarott Jaskolka - Ameriprise Financial Services, LLC

5701 Main St

New Port Richey, FL 34652
727-815-0300

Gregory Planck - Ameriprise Financial Services, LLC

300 Sevilla Ave
Ste 208

Coral Gables, FL 33134
305-392-1738

Athenian Private Client Group

10225 Ulmerton Road
Suite 5B

Largo, FL 33771
727-940-4681

Doug Frawley - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
239-449-7842

Morgan Stanley

18167 US Hwy 19N
Ste 580

Clearwater, FL 33764
727-507-5700

Derek Mears - Morgan Stanley

142 S Woodland Blvd
Ste 100

Deland, FL 32720
386-740-2015

Catherine Tucker - Ameriprise Financial Services, LLC

24 Cathedral Pl
Ste 206

Saint Augustine, FL 32084
513-594-0893

Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
954-713-8403

Stan Jahn - Ameriprise Financial Services, LLC

10 1st Ave

Englewood, FL 34223
941-475-7561

BRC Management LLC

2845 Marquesas Ct.

Windermere, FL 34786
407-575-4436

Statewide Financial Group, Inc

116 Intracoastal Pointe Dr
Suite 200

Jupiter, FL 33477
561-744-0500

Steven Ershowsky - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
239-936-1177

Jacksonville Wealth Management

8075 Gate Parkway W.
Suite 101

Jacksonville, FL 32216
904-923-7526

Clarity Financial Planning

5491 North University Drive
Suite 101

Coral Springs, FL 33067
954-723-0350

Full Spectrum Financial Group

306 N. Rhodes Ave.
Suite-110

Sarasota, FL 34237
941-866-6570

Gene Bodden - Ameriprise Financial Services, LLC

2605 Enterprise Rd E
Ste 300

Clearwater, FL 33759
603-606-4255

Guy Colella - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
561-273-4535

Brandon Schoeppler - Ameriprise Financial Services, LLC

420 S Cedar Ave

Tampa, FL 33606
813-253-3171

Brent Hulling - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
813-227-2170

David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
786-878-6356

Titan Financial

6150 Diamond Centre Ct
# 603

Fort Myers, FL 33912
239-333-0033

Payne Financial Group

1052 Willa Springs Dr

Winter Springs, FL 32708
407-678-4014

Sandra Rolon and Associates CPA,PA

3600 Red Road
Suite 403

Miramar, FL 33025
954-437-0700

Sears Group, Inc.

2800 Placida Road
Suite 109

Englewood, FL 34224
888-253-8658

Carnegie Investment Counsel

6830 Porto Fino Cir.
Suite One

Fort Myers, FL 33912
239-939-3235

Cummings Wealth Management

759 SW Federal Highway
Suite 212

Stuart, FL 34994
772-222-0010

Gutierrez Insurance Solutions, Inc

406 E Hallandale Beach Blvd

Hallandale, FL 33009
954-454-4779

Cowan Financial Group

136 Malaga Street

Saint Augustine, FL 32084
904-824-8147

Treasure Coast Financial Planning

545 Beachland Blvd.

Vero Beach, FL 32963
772-231-1422

Sulzberger Capital Advisors

4500 Biscayne Boulevard Ste. 205

Miami, FL 33137
305-573-4900

Poppell Financial Group, LLC

3116 Capital Circle NE
Suite 6

Tallahassee, FL 32308
850-668-3885

Pen Air Asset Management

1289 Airport Blvd

Pensacola, FL 32504
850-505-3200

Bill Sittig CPA, LLC

1695 Metropolitan
Cir #7

Tallahassee, FL 32308
850-386-2639

Concierge Financial Planning Group

940 Centre Circle
Suite 2004

Altamonte Springs, FL 32714
407-339-1594

Yaegers Financial Services

2477 Stickney Point Road
Suite 117B

Sarasota, FL 34231
941-923-7475

Harbor Financial

225 Forest Park Circle

Panama City, FL 32405
850-215-0800

LaPorte Financial LLC

336 East Plant Street

Winter Garden, FL 34787
407-395-9720

Buczkowski Insurance and Financial Services

13500 Sutton Park Dr. S.
Suite 704

Jacksonville, FL 32224
904-223-5225

Platinum Planning, Inc.

534 South Pineapple Avenue

Sarasota, FL 34236
941-444-5260

Joel Josephs Financial Wealth Advisor

3837 NW Boca Raton Blvd
Ste100

Boca Raton, FL 33431
561-314-1845

IQ Portfolios

100 West Plant Street
Suite 260

Winter Garden, FL 34787
800-558-7969

Legacy Investment Consultants

2060 Highway A1A
Suite 301

Indian Harbour Beach, FL 32937
321-723-1040

Cypress Capital

403 East Park Avenue

Tallahassee, FL 32301
850-583-5377

Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
305-809-7967

Rick Trasport ChFC, CEP, CFS, CAS

500 South Florida Ave
Suite 500

Lakeland, FL 33801
863-688-7535

Williams Wealth Management Group Inc.

3639 Cortez Road West
Suite 225

Bradenton, FL 34210
941-756-4500

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

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6377

Winter Park Wealth Management - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
407-872-6377

Delgado Wealth Management, LLC

3322 Clay Avenue

Orlando, FL 32804
407-462-5486

Greystoke Consulting, Inc.

4625 East Bay Dr.
Suite 223

Clearwater, FL 33764
727-533-9766

Preservation 1st Financial Group, LLC

912 Lithia Pinecrest Rd.

Brandon, FL 33511
813-627-0872

Eskew Financial Group

2639 Fruitville Road
Suite 200

Sarasota, FL 34237
941-365-6381

Sovereign Retirement Solutions

941 West Morse Boulevard
Suite 100

Winter Park, FL 32789
407-645-5804

Truvestments Capital LLC

5391 Lakewood Ranch Blvd North Suite 303

Sarasota, FL 34240
941-753-3814

Nav Advisors

2055 Wood Street
Suite 119

Sarasota, FL 34237
941-306-4499

Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
917-482-7343

Fifth Third Securities - Wendell Bunch

1340 East Venice Avenue

Venice, FL 34285
941-882-5111

Blink Fitness

1102 Dunn Avenue
#1

Jacksonville, FL 32218
904-512-1175

Omni Wealth Advisors, Inc.

5401 W. Kennedy Blvd
Suite 120

Tampa, FL 33609
813-281-0028

FL Workers Compensation Insurance (work comp)

15165 NW 77 Avenue
Ste 1004

Miami Lakes, FL 33014
305-819-8618

RMC Wealth Strategies & Financial Services, LLC

5310 NW 33rd Avenue
#206

Fort Lauderdale, FL 33309
954-608-3886

Hart & Hart Financial Services - New York Life

2555 Porter Lake Drive
Unit 101

Sarasota, FL 34240
941-355-6646

Morgan Stanley

201 E. Pine St
11th Fl

Orlando, FL 32801
407-849-4700