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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

Anthony Pressimone

Creative Planning

---

Sarasota, FL 34211
(941) 7733620

Arnold Kiman

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2237474

Colby Winslow

Creative Planning

---

Orlando, FL 32714
(407) 2803029

Dan Davis

Creative Planning

---

Naples, FL 32713
(407) 4895428

Darsi McCarthy

Creative Planning

---

Naples, FL 34997
(239) 7896979

David Appleby

Assurity Financial Group

Assurity Plaza
2429 Manatee Avenue East, Unit 1

Bradenton, FL 34208
(941) 7395006

David Willett

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 5690496

Edward McDonough

McDonough Capital Management

6000 Turkey Lake Rd
Ste 212

Orlando, FL 32819
(407) 2489647

Henry Conlon

Creative Planning

---

Saint Augustine, FL 32080
(904) 5629251

Jennifer Lopez

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(561) 2467072

Jim Boxma

Creative Planning

---

Marco Island, FL 34145
(239) 4702669

Juan Grau

Creative Planning

---

Orlando, FL 32789
(407) 4299140

Matthew Riggins

Mash Financial Advisors

8834 Goodby's Executive Drive
Ste 3

Jacksonville, FL 32217
(904) 4497600

Nic Santana

Creative Planning

---

Cape Coral, FL 33762
(727) 2532130

Randy Hallier

Creative Planning

---

Cape Coral, FL 33715
(239) 7896983

Sean Lamb

Creative Planning

---

Fort Lauderdale, FL 33305
(954) 5942155

Steve Walsh

Creative Planning

---

Destin, FL 32459
(850) 4815258

Taylor Harroun

Creative Planning

---

Cape Coral, FL 33556
(813) 5419351

Tiffany O'Neal

Creative Planning

---

Cape Coral, FL 33617
(813) 3655390

Vicco von Buelow

Creative Planning

601 South Federal Highway #110

Boca Raton, FL 33432
(305) 9061215

Eric Lasso

Edelman Financial Engines, LLC

1900 Summit Tower Boulevard
Suite 630

Orlando, FL 32810
(321) 2079017

William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060

William Smathers

Smathers Financial Group, Inc.

8564 East CR 466
Suite 205

The Villages, FL 32162
(352) 5613060

Evan R. Guido

The Evan Guido Group I Wealth

8225 Natures Way #119

Lakewood Ranch, FL 34202
(941) 5005122

Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180
(786) 4634286

Scott Martin, CFP^®, CExP

SD Martin Financial Services, Inc.

1325 S. International Parkway
Suite 2221

Lake Mary, FL 32746
(407) 8330003

Mike Hennessy

Harbor Crest Wealth Advisors

600 Corporate Drive
Suite 502

Fort Lauderdale, FL 33334
(954) 2107890

Michael Landsberg

Landsberg Bennett Private Wealth Management

252 West Marion Avenue
Suite 200

Punta Gorda, FL 33950
(941) 3918000

Michael Moffa

Prosperity Wealth Advisors, Inc.

3030 North Rocky Point Dr. West
Suite 150

Tampa, FL 33607
(813) 3211572

H. Lee Little, MBA, CFP^®

Jax Wealth Advisors

3840 Belfort Road
Suite 103

Jacksonville, FL 32216
(904) 2967526

Justin Shure, MSF, CFP^®

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180
(305) 7445233

Joshua Krafchick

369 Financial, LLC

230 Canal Blvd Suite 2

Ponte Vedra Beach, FL 32082
(904) 3059050

Jimmy Gonzalez

Anthem Advisors

117 NE 1 Avenue
5th Floor

Miami, FL 33132
(305) 4823002

Rey Descalso

Privada Wealth Management

549 North Wymore Road

Maitland, FL 32751
(321) 2809081

Richard Reyes, CFP

Wealth and Business Planning Group, LLC

125 S. Swoope Ave
Suite 109

Maitland, FL 32751
(407) 6226669

Nathan Helms CFP^® CIMA^®

Ameriprise Financial

1103 W Cleveland St

Tampa, FL 33606
(813) 3346500

D. Michael Burleigh

Peak Capital Management

750 SE Indian Street

Stuart, FL 34997
(772) 3349592

David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

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

Glenn Cummings

Big Financial Services, LLC

10150 Highland Manor Drive Suite 200

Tampa, FL 33610
(813) 6544718

Edward P. Schmitzer

River Capital Advisors, L.C

5011 Gate Parkway
Building 100, Suite 300

Jacksonville, FL 32256
(904) 3982075

Evan Wolk

Wolk Financial Management

6343 NW 72nd Pl

Parkland, FL 33067
(954) 9370232

Dr.Jeff Camarda

Camarda Wealth Advisors, LLC

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

Ponte Vedra Beach, FL 32082
(800) 2621083

David I. Strunc, CRPC^® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116

David H. Morgan MSFS, CEP^®, CFF

R.E.A.P., Llc

4651 salisbury Road
Suite 400

Jacksonville, FL 32256
(352) 4336565

Kevin Campbell, Registered Fiduciary

Florida Fiduciary Wealth Management

1014 S Florida Ave

Lakeland, FL 33803
(863) 6880900

Kevin Kroskey, CFP^®, MBA

True Wealth Design, LLC

1415 Panther Ln
Suite #366

Naples, FL 34109
(239) 7780707

Jason Kohut

Signet Financial Management, LLC

4851 Tamiami Trail North, Suite 200

Naples, FL 34103
(239) 3021715

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

Novem Group

601 Heritage Drive
Suite 225

Jupiter, FL 33458
(561) 6235492

Andy Whitaker

Gold Tree Financial, Inc.

8596 Arlington Expressway

Jacksonville, FL 32211
(904) 7250556

Al Baker, CFP^®

Security Financial Management

2420 S Lakemont Ave
Suite 120

Orlando, FL 32814
(407) 6444686

Nick J. Russell, CRPC^® Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd, Ste. 101

Orlando, FL 32819
(407) 2370117

Phil Wood APMA^®, CRPC^®, AIF^®

Wealth Partners|Ameriprise Financial

2015 31st Ave

Vero Beach, FL 32960
(877) 7533080

List of Additional Retirement Planners in Florida*

* Additional advisor listing is provided in partnership with Yext

Mel Gordon - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084947

Kris Kasturi - Ameriprise Financial Services, LLC

10 Florida Park Dr N
Ste D

Palm Coast, FL 32137
3865972994

AllenThomas | Thomas Advisory Services, Inc.

141 West Central Ave.
Ste 3

Winter Haven, FL 33880
8632070883

Carl F Nicolosi - Ameriprise Financial Services, LLC

14311 Metropolis Ave
Ste 205

Fort Myers, FL 33912
2397687007

Robert Maiocco - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067477

Peter Mann - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833646

Jeffrey Greenwald - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
5619979602

Andrew Petty - Ameriprise Financial Services, LLC

10917 Dylan Loren Cir
Ste A

Orlando, FL 32825
4072494006

Alan Edwards - Morgan Stanley

12653 Telecom Drive

Tampa, FL 33637
8136632022

Aegis Consulting

One Independent Drive
Suite 2901

Jacksonville, FL 32202
9043804015

Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
3056707425

Brad Everett - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
8506507312

Alvin Vermut - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948527

Piotrowski, Holsan & Associates - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084900

Melvin Kornegay - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734543

Trey W Clark - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133332298

David Carson - Ameriprise Financial Services, LLC

1 Daytona Blvd
Ste 270

Daytona Beach, FL 32114
3867602000

Ross Martin - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2399361177

Impavid Wealth Advisors - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

Flammio Financial Group - Ameriprise Financial Services, LLC

6555 N Wickham Rd
Ste 102

Melbourne, FL 32940
3216228371

Linda Forte - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1303

Jacksonville, FL 32216
9043329235

Susan Bentkowski - Ameriprise Financial Services, LLC

28100 US Highway 19 N
Ste 400

Clearwater, FL 33761
7277978000

APEX Pinnacle Investments and Planning

822 A1A North
Suite 301

Ponte Vedra Beach, FL 32082
9048342579

James Rice - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4072414264

Alfredo Rotemberg - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776930

ABL Financial

255 Primera Boulevard
Suite 160

Lake Mary, FL 32746
4076983418

Atlantic Financial Advisors

3682 North Wickham Road
Suite C

Melbourne, FL 32935
3217515599

John S Mc Connell - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138775713

Andrew Watkins - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093527

Patrick Shea - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734536

Russel T. Dingman - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
3524013824

Matthew Hahn - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404948

Michael W Harris - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404959

Kevin Barry - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404984

Robert Kennedy - Morgan Stanley

2303 SE 17th Street
Ste 101

Ocala, FL 34471
3524013820

Andrew F. Feinberg - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404926

Kent Akins - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404925

Heartfire Wealth - Ameriprise Financial Services, LLC

595 Main St

Dunedin, FL 34698
7277340886

Andrew S Whitmore - Ameriprise Financial Services, LLC

7432 Monika Manor Dr

Tampa, FL 33625
8134487080

Tara Cunningham - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138688722

Anthony Gigliotti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325284

Benjamin F. Edwards & Company

8794 Boynton Beach Boulevard
Ste 220

Boynton Beach, FL 33472
5617339900

James J Moroney - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272099

David Holland - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833610

Anthony Rosetti - Morgan Stanley

3801 Pga Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947091

Stan Jahn - Ameriprise Financial Services, LLC

10 1st Ave

Englewood, FL 34223
9414757561

Daniel Bellino - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734537

Joseph A Zarlenga - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
9412163737

Wilson Insurance & Financial Services

701 John Sims Parkway
Suite 302

Niceville, FL 32578
8507291024

21st Century Financial

4300 W Cypress St.
Suite 800

Tampa, FL 33607
8132819200

Bradford D Delanoy - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931544

Debinder Deshmukh - Ameriprise Financial Services, LLC

18851 NE 29th Ave
Ste 728

Miami, FL 33180
3057606730

John Hayes - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633912

Gregory Planck - Ameriprise Financial Services, LLC

300 Sevilla Ave
Ste 208

Coral Gables, FL 33134
3053921738

Gayle Waldon - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5612432233

Bill Snyder - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413638510

Agape Financial Services

100 Milinda Lane

Oviedo, FL 32765
4073592615

Jamie Wingfield - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

Avanti Wealth Management

110 Crown Oak Centre Drive

Longwood, FL 32750
4073317330

Anthony Russo - Ameriprise Financial Services, LLC

1868 Highland Oaks Blvd
Ste A

Lutz, FL 33559
7277267565

David Thompson - Ameriprise Financial Services, LLC

10410 Seminole Blvd

Seminole, FL 33778
7272914120

Patricia Isaacson - Ameriprise Financial Services, LLC

8112 Centralia Ct
Ste 105

Leesburg, FL 34788
3527870300

Alejandro Perez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776974

Roger Oprandi - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1410

Miami, FL 33156
7862644955

Avondale Wealth Advisors

904 Margaret Street
Suite 202

Jacksonville, FL 32204
9046836211

Barry Brosius - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
3056705575

Paul Schur - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633904

Sandra Cutcliffe - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413659000

Jeremy St Croix - Ameriprise Financial Services, LLC

240 S Pineapple Ave
Ste 100

Sarasota, FL 34236
9413633914

Richard Trotta - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833613

Steven Merenda - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
4078495141

Richard Ewing - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833625

Kristen E Prewitt - Ameriprise Financial Services, LLC

207 E Livingston St

Orlando, FL 32801
4074474601

Seth Bassoff - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
5615152971

Robert Waxman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084959

Richard B Bernstein - Ameriprise Financial Services, LLC

4800 N Federal Hwy
Ste 105E

Boca Raton, FL 33431
5613720345

Arbogast Financial Centre

108 West New Haven Avenue

Melbourne, FL 32901
3217235480

Andres Larrea - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362709

Glades Wealth Partners - Ameriprise Financial Services, LLC

8751 W Broward Blvd
Ste 206

Plantation, FL 33324
9542369403

Todd Kyle Darress - Ameriprise Financial Services, LLC

1054 20th Pl

Vero Beach, FL 32960
7727703700

BedRock Asset Management LLC

37 S. Indiana Ave
Suite 109

Englewood, FL 34223
9413752420

Vivien Balcker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084968

Tom Trotta - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1103

Jacksonville, FL 32216
9043324503

Steven F Taylor - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
8636886863

Anthony Terminello - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623091

William Faucher - Ameriprise Financial Services, LLC

2611 Keystone Rd
Ste B2

Tarpon Springs, FL 34688
7279370300

William Wright - Ameriprise Financial Services, LLC

125 W Romana St
Ste 610

Pensacola, FL 32502
8504389118

Debra Talarico - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5612734551

Edward M Dancek - Ameriprise Financial Services, LLC

209 Tabor St

Punta Gorda, FL 33950
9416394455

Carl Fazio Jr - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2399361177

Big Lake Financial Services

8632721748

Eric Kleinberg - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948651

Alejandro Salvidea - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472004

Anchor Financial

8502302323

Blaine J Willenborg - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376817

Simone Pitter - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497805

Heather D. Berry - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377198

The Axelrod / Berry Group - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377199

James Patrick Bradley - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931838

Avenues Wealth

1407 E Robinson St

Orlando, FL 32801
4078983181

Katie Perkner - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866153418

Brian Maxted - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618202322

Stanley Parker - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084973

Robert Lavin - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
9542675631

Ralph Fraggetti - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138415

Randy Friedlander - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138414

The Friedlander Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138414

Dante Neyra - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138422

George Yao - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138437

Andrew Carroll - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138402

John Snyder - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138405

James Carroll - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138412

Noah Solomon - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138417

David Cooper - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9045437808

Barbara W Johnson - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147924

Doreen Scott - Ameriprise Financial Services, LLC

4807 US Highway 19
Ste 206

New Port Richey, FL 34652
7274843237

Kay Campione - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
7722341819

Daniel A. Mendoza - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497894

Michael Kondrup - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931509

Lance Gordon | Victory Financial Advantage

7274888162

Mark Galaini - Ameriprise Financial Services, LLC

3900 Woodlake Blvd
Ste 214

Lake Worth, FL 33463
5619699700

Chris Hosko - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4072414260

Papa & Kaczor Financial Specialists

370 Crown Oak Centre Drive

Longwood, FL 32750
4078753331

Brick Retirement Group

434 North Central Avenue

Oviedo, FL 32765
3219728768

Graeme W Lamb - Ameriprise Financial Services, LLC

701 Market St
Ste 107A

St Augustine, FL 32095
6032328230

Brad Rude - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737583

Anchor Wealth Management

400 South Scott Avenue

Sanford, FL 32771
3213631147

Associated Planners Group

4079099850

Aventus Capital Advisors - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084922

Rich D'Augelli - Ameriprise Financial Services, LLC

101 N Federal Hwy
Ste 700

Boca Raton, FL 33432
5619972223

Tri Achorn Investment Services Group

9501 US Highway 19
Suite 204

Port Richey, FL 34668
7278461996

Thomas Heinrichs - Ameriprise Financial Services, LLC

100 S Ashley Dr
Ste 600

Tampa, FL 33602
8137770091

Steven D Cravens - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623054

Dustin Curbow - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865627

Albert Bevilacqua - Ameriprise Financial Services, LLC

925 S Federal Hwy
Ste 175

Boca Raton, FL 33432
5613274535

Gregory Advisors, Inc.

777 South Harbour Island Boulevard
Suite 255

Tampa, FL 33602
8132516022

Edward Waller - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9042737561

Arlette Citraro - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472069

Ashley Laubach, CFP® - UBS Financial Services Inc.

111 North Orange Avenue
Suite 1300

Orlando, FL 32801
4078726341

Todd Shier - Ameriprise Financial Services, LLC

5240 Babcock St NE
Ste 110

Palm Bay, FL 32905
3219511335

Brad Weinman - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618388966

Michael Idy - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507563

Tony Bonell - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084938

Bill Johnson - Morgan Stanley

3525 Ocean Drive

Vero Beach, FL 32963
7722341821

Charles Fischer - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932027

Allen Weidman - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084993

Russell Schaffer - Ameriprise Financial Services, LLC

2295A SW Martin Hwy

Palm City, FL 34990
7722836666

Sheri Hoble - Ameriprise Financial Services, LLC

7707 N University Dr
Ste 205

Tamarac, FL 33321
7544847067

Todd Scott Rozzo - Ameriprise Financial Services, LLC

11300 US Highway 1
Ste 600 & 501

Palm Beach Gardens, FL 33408
5613833600

Assureline Insurance and Financial Services, LLC

7031 Grand National Dr
Suite 111

Orlando, FL 32819
4075020203

Stephanie Falconi Nemeth - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212536845

Gwen C Smith - Ameriprise Financial Services, LLC

5200 Town Center Cir
Ste 600

Boca Raton, FL 33486
5619979602

Astrid S Nino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768561

Alberto Castaner - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623040

Eric Abbott - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
9414862201

Scott Siegel - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
2122966211

The Zech Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766473

Brian A De Souza - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948534

Joseph Mancini - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
5162272883

Steven Goens - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948537

Richard Bergstrom - Ameriprise Financial Services, LLC

2940 Kerry Forest Pkwy
Ste 102

Tallahassee, FL 32309
8509060264

Stewart, Stewart & Associates - Ameriprise Financial Services, LLC

217 S Swoope Ave

Maitland, FL 32751
4078491123

Barbara Duggins - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2397688819

Axel Issel - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138411

YogaSix

12271 State Rd. 54, Odessa FL 33556

Odessa, FL 33556
7276741750

American Financial Group

5049 Lake Howell Road

Winter Park, FL 32792
4076736300

Cohen Financial Services

626 Lakeview Rd
Suite A

Clearwater, FL 33756
7274597590

John A Nicolosi - Ameriprise Financial Services, LLC

14311 Metropolis Ave
Ste 205

Fort Myers, FL 33912
2397687007

Steven Swartz - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2394828236

Janet Burke - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067477

Richard Holsan - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084960

Kari LaRocco - Ameriprise Financial Services, LLC

1646 W Snow Ave
Ste 17

Tampa, FL 33606
8136038400

Peggy Kelleher - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5612432226

Ballast Advisors - Punta Gorda

223 Taylor Street
Suite 1214

Punta Gorda, FL 33950
9416214015

Mark G Campbell - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147909

Herita Acceus - Financial Service Professional

1300 Concord Terrace
Suite 500

Sunrise, FL 33323
9545485899

The Zangari Group - Ameriprise Financial Services, LLC

4030 W Boy Scout Blvd
Ste 300

Tampa, FL 33607
8138688711

Marilynn Katatsky - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497888

American Portfolios Financial Services Inc.

8334272796

Jay Robinson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320239

Tiani Hausen - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472088

Joe Enders - Ameriprise Financial Services, LLC

12800 University Dr
Ste 105

Fort Myers, FL 33907
2397688809

Lee Bryan - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
7867756667

Russell W. O'Brien - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947021

Lori Monaco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330225

Frank Coussens - Ameriprise Financial Services, LLC

2 Alhambra Plz
Ste 750

Coral Gables, FL 33134
7867756690

Susan Lemasters - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737576

Lisa Puttick - Ameriprise Financial Services, LLC

13500 Sutton Park Dr S
Ste 701

Jacksonville, FL 32224
9048210990

Collin Soule - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
7275243000

Michele Stahl - Ameriprise Financial Services, LLC

2325 Stanford Ct

Naples, FL 34112
2393049345

Catherine Ada Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697028

Adam Piatt - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321308

John Thomas Mahoney Jr. - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865658

Aldo Ceaser Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697021

Renee Martone Cecil - Ameriprise Financial Services, LLC

7321 Merchant Ct
Ste A

Sarasota, FL 34240
9419070708

Ricardo Bembibre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055330216

Corey Engelhard - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
9544765231

Patti Heidorn - Ameriprise Financial Services, LLC

2101 NW Corporate Blvd
Ste 208

Boca Raton, FL 33431
5619539370

Stephanie Seebol Lesso - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320203

William J Enriquez - Ameriprise Financial Services, LLC

500 S Australian Ave
Ste 500

West Palm Beach, FL 33401
5619321130

Colin Callahan - Ameriprise Financial Services, LLC

2431 Aloma Ave
Ste 165

Winter Park, FL 32792
4109644962

Allied Wealth Advisors - Ameriprise Financial Services, LLC

1910 Lakeland Hills Blvd

Lakeland, FL 33805
8636886863

Isabel Santo Tomas - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335354

Achieva Wealth Advisors

33715 US Highway 19 N

Palm Harbor, FL 34684
7274317692

North South Wealth Management - Ameriprise Financial Services, LLC

6710 Professional Pkwy W
Ste 320

Lakewood Ranch, FL 34240
9412163737

Eric Hersh - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623089

Kerri Buchman - Ameriprise Financial Services, LLC

18514 US Highway 19 N
Ste A

Clearwater, FL 33764
7275243000

All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
3052520113

Boyar Wealth Management, Inc.

3837 Northwest Boca Raton Boulevard
Suite 100

Boca Raton, FL 33431
5613141840

Mark Hopler - Ameriprise Financial Services, LLC

200 E Robinson St
Ste 1200

Orlando, FL 32801
4078495141

Atlantic Coast Financial Advisors, Inc.

3800 West Bay To Bay Boulevard
Suite 23

Tampa, FL 33629
8138358801

David Leifer - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643539

The Herman Rapport Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075700

Randolph Herman - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075778

Judith F Hall - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075715

David Rapport - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075763

John Webermeier - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272158

Neda Hooks - Morgan Stanley

225 East Lemon St 1st
Fl

Lakeland, FL 33801
8634991532

The Corripio Group - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607806

Alberto Herran - Ameriprise Financial Services, LLC

719 Peachtree Rd
Ste 100

Orlando, FL 32804
4072067474

Hudson Morse Parr - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437804

Frank Sakowski - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497824

The Grubb Group - Morgan Stanley

611 US 27 South

Sebring, FL 33870
8634514037

Elyse M. Gustafson - Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320273

Janet Franco Gordon - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763304

Gigi Guerra - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331759

Linda Goodson - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7277734665

Dave Faler - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7277734689

Roxana Machado - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607903

SW Florida Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497812

Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
7867776979

David J Yarletts - Ameriprise Financial Services, LLC

541 N Orange Ave

Sarasota, FL 34236
9413649009

The Crimmins Wealth Management Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

Calvin Tannenbaum - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931851

Richard K Maurer - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931582

Esteban Formoso - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607906

Patrick T. Kilbane - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647465

Gary R. Patterson - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947041

Carlos Fonseca - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059362733

Fred Gober - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618224921

Leonard Schneiderman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5614164725

John P Stollmeyer - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497852

Randy M Levitt - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947046

The Legacy Group - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931506

Jessica Miller Osteen - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768521

SOMOZA/RIVERO - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053791000

Joseph Serra - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233204

Hilary Kumble Freeman - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377150

Consuelo Tarazona - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331750

Tony Rodriguez - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3054607901

Ronald Dale - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947023

Kimberly A Kessing - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5616206802

Brandon M Flynn - Ameriprise Financial Services, LLC

6817 Southpoint Pkwy
Ste 1001

Jacksonville, FL 32216
9044752980

Preston Sizemore - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766494

Ross O'Connor - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932047

The Fox Team - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932032

Eric A Ellisen - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437802

Kurt James Krokenberger - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497893

Matthew Marino - Morgan Stanley

1691 Michigan Ave.
Suite 550

Miami Beach, FL 33139
3056956126

Carissa Barney - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
8138181720

Steven Allison - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233261

Ron E Ziembko - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947013

Albert Calvario - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497854

Shaun B Orcinolo - Morgan Stanley

2400 East Commercial Blvd
St 1200

Ft Lauderdale, FL 33308
9542675660

Christopher Upton - Morgan Stanley

1200 S Pine Island Rd
Ste 800

Plantation, FL 33324
9545778881

E. Kenneth Furst - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948523

Amanda Sabitoni Burnett - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5615157510

Rachel Z Baum - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059377172

Thomas W Goodrich - Ameriprise Financial Services, LLC

13400 Sutton Park Dr S
Ste 1203

Jacksonville, FL 32224
9048610650

Felipe Priorelli - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
3053472021

R. Jamie Marceaux - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618224902

Eva Marina Ovejero, CPM® - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768511

Fulvio Urbinati - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
3055335419

Taylor B. Chadsey, III - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647473

Nicole Spirgatis - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768516

Jose Edery - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362750

Marilyn E Rangel - Morgan Stanley

1801 N.Military Tr
Ste 300

Boca Raton, FL 33431
5616205039

Jeffrey Pietrzak - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507531

Kristina Olsen - Morgan Stanley

2400 East Commercial Blvd St 1200

Ft Lauderdale, FL 33308
9542675641

Patricia P Holder - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331728

Robbie A Derooy - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507518

Jeremy Hall - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272176

Mark N Bodkins - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362714

Michael Romance - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362735

Marcus Blake - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613948522

Michael Ladd - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766484

Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
3057606730

Laura L Rehbein - Ameriprise Financial Services, LLC

13920 N Dale Mabry Hwy

Tampa, FL 33618
8133190011

Michael David Matash - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647451

The Ramazio and Jacobs Group - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931814

Blake Hallock - Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093501

Magnus F Virgin - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613931549

Tom Trimble - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947012

Clearwater, FL Branch Office - UBS Financial Services Inc.

18167 US 19 North
Suite 200

Clearwater, FL 33764
7275072562

Gary W. Plum - Morgan Stanley

1401 Manatee Ave West
Ste 1110

Bradenton, FL 34205
9417147915

John Bihler - Morgan Stanley

201 E Pine St
11th Fl

Orlando, FL 32801
4078494784

Max Becker - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059362747

Alberto Peralta Ramos - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763332

Cameron O'Neill - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272036

David Keith - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321312

Ash Islam - Morgan Stanley

50 A1a North
Ste 112

Ponte Vedra Beach, FL 32082
9042732438

Gaston Eduardo Abello - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059365948

John W Toggweiler - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321306

The Trident Group - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737574

Doug Reller - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
8132272121

Bill Valenti - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321325

Michael D Freitag - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394321335

Phronesis Wealth Group - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

Sandra J. Bailey - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233222

The Ware Espro Group - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273026308

Weger Mackay Group - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766469

The Blagojevic-Sazonov Group - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325272

Shawn Rae - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273446727

Florencio Otto Busot - Morgan Stanley

220 Alhambra Circle
10th Floor

Coral Gables, FL 33134
3055697020

Hina Sanghvi Cory - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497814

Laurie Moore - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325262

Thomas McKnight - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273026331

Adam Heller - Morgan Stanley

4855 Technology Way
Suite 600

Boca Raton, FL 33431
5613931895

David G Brown - Morgan Stanley

150 2nd Avenue N
Suite 1400

Saint Petersberg, FL 33701
7273446754

David Norton - Morgan Stanley

7811 University Pointe Drive

Fort Myers, FL 33907
2394325286

Matthew Bartolomei - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404991

John Levitz - Ameriprise Financial Services, LLC

350 E Las Olas Blvd
Ste 1700

Ft Lauderdale, FL 33301
9543084940

Rodney Meyering - Ameriprise Financial Services, LLC

1 Daytona Blvd
Ste 270

Daytona Beach, FL 32114
3867602000

Adam Boole - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497868

Rob Scarborough - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507514

Frank Guerriero - Morgan Stanley

201 E. Pine St 11th
Fl

Orlando, FL 32801
4078494791

Robert H. Axelrod - Morgan Stanley

20807 Biscayne Blvd
5th & 6th Fl

Aventura, FL 33180
3059377199

Taras Wealth Management - UBS Financial Services Inc.

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043584175

Sylvia Lucy Millar - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647440

Irina Parker - Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212536855

David White - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647481

The Carroll Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138419

Jayne Mills - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138403

Julie Saumsiegle - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547138408

Joseph Bosco - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233208

Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865600

Veritas Cravens Group - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623054

Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5616947000

Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866739222

Marileigh Hensley - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8132865633

The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
3056712025

William McKenna - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5616507566

Mario Lamar - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613066

Carlos Bonzon - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
2127613061

Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054607800

Steven R Adelson - Ameriprise Financial Services, LLC

1875 NW Corporate Blvd
Ste 280

Boca Raton, FL 33431
5615152971

The Kornblith Zucker Group - UBS Financial Services Inc.

15310 Amberly Drive
Suite 100

Tampa, FL 33647
8137754363

The Burkhalter Group - Morgan Stanley

285 Clyde Morris Blvd
Ste 100

Ormond Beach, FL 32174
3866739222

Gustavo A. Dardik - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
3059376885

The Basile Group - Morgan Stanley

8889 Pelican Bay Blvd
Ste 300

Naples, FL 34108
2394497887

Christina Cardone - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7274416102

R T Moore - Ameriprise Financial Services, LLC

4601 Touchton Rd E
Ste 3120

Jacksonville, FL 32246
9043802322

Blink Fitness

1102 Dunn Avenue
#1

Jacksonville, FL 32218
9045121175

Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
3058097967

Caleb E. Marsh - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
5613932012

Mary Lauritano - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersberg, FL 33701
7278922599

Joseph Restaino - UBS Financial Services Inc.

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
7278922524

Julie Kandel-Pogue - Morgan Stanley

850 S Palafox St.
Ste 200

Pensacola, FL 32502
8504708018

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

1819 Main Street
Suite 900

Sarasota, FL 34236
9413647227

Winter Haven, FL Branch Office - UBS Financial Services Inc.

295 1st Street South

Winter Haven, FL 33880
8632983631

Tampa, FL Branch Office - UBS Financial Services Inc.

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132215555

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

One Independent Drive
Independent Square

Jacksonville, FL 32202
9043013113

Trinity Wealth Management Group, Inc

1700 N. McMullen Booth Road
Suite C-5

Clearwater, FL 33759
7277721272

Cathy Pareto And Associates

2030 S. Douglas Rd.
Ste. 215

Coral Gables, FL 33134
3056489814

Bob Love - Ameriprise Financial Services, LLC

7520 NW 5th St

Plantation, FL 33317
9545811435

George R Hoos - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413647441

Allstate Personal Financial Representative: Xhentil Demiraj

1855 Veterans Park Dr
Ste 301

Naples, FL 34109
2395934433

Richard Kozak - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404910

Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404900

John Ashworth - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404971

Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132289888

The Feinberg Feinberg Schelling Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404909

Mary Ann Finneran

7153 Broad St.

Brooksville, FL 34601
3525876790

John Grandizio - UBS Financial Services Inc.

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132021048

Benjamin Crum - Morgan Stanley

225 East Lemon St
1st Fl

Lakeland, FL 33801
8634991506

Ramy A. Georgy - Morgan Stanley

4890 W Kennedy Blvd
Ste 700

Tampa, FL 33609
8139033039

Vijay Baxter - Morgan Stanley

20807 Biscayne Blvd 5th&6th
Fl

Aventura, FL 33180
9548095261

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

150 Second Avenue North
Suite 1000

Saint Petersburg, FL 33701
7278922553

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

100 South Ashley Drive
Suite 1800

Tampa, FL 33602
8132272826

Michael Logan - Morgan Stanley

777 S Flagler Drive
Suite 700E

West Palm Beach, FL 33401
5618388923

Morgan Stanley

8150 North Wickham Road

Melbourne, FL 32940
3212552400

Capital Plaza Group - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404900

Sandro Maisuradze - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404906

Christopher Matthew Jones - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404974

Steven R Miller - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
4076054361

Mike Cripe - Morgan Stanley

4705 S Apopka Vineland Rd
Ste 202

Orlando, FL 32819
4076054364

C. Robert Ball - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404980

Herbert Allen Milner Sr. - Morgan Stanley

250 S Park Avenue
Suite 500

Winter Park, FL 32789
4077404979

Daniel Neuman - Morgan Stanley

595 So Federal Hwy
Ste 400

Boca Raton, FL 33432
2126036215

Edward Paul Magda - Morgan Stanley

2 North Tamiami Trail
Ste 1100

Sarasota, FL 34236
9413643552

Santiago Eduardo Gomez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3053768551

Morgan Stanley

2825 N University Dr
Ste 400

Coral Springs, FL 33065
9545093500

Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623000

The Belleair Group - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075708

Christopher Scharnow - Morgan Stanley

4114 Woodlands Parkway
Suite 200

Palm Harbor, FL 34685
7275075713

Juan Paysse - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054763328

Raymond J D'Agostino Jr. - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9042737588

Carolyn R Kohn - Morgan Stanley

729 SW Federal Hwy
Suite 300

Stuart, FL 34994
7722233224

John Ledford - Ameriprise Financial Services, LLC

300 S Orange Ave
Ste 750

Orlando, FL 32801
4078390433

Joseph Torano - Morgan Stanley

220 Alhambra Circle 10th
Floor

Coral Gables, FL 33134
3054607836

Scott Owens - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272027

Andrew Zelman - Morgan Stanley

8304 Champions Gate Blvd

Champions Gate, FL 33896
4075664605

Kevin C Cox - Morgan Stanley

333 S Tamiami Trail
Suite 199

Venice, FL 34285
9414862203

Alvaro Alvarez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
3055331740

American Momentum Bank

3155 Daniels Rd

Winter Garden, FL 34787
4077980100

American Momentum Bank

5540 Fruitville Rd

Sarasota, FL 34232
9418060401

American Momentum Bank

15150 N Florida Ave

Tampa, FL 33613
8135494140

American Momentum Bank

5237 Summerlin Commons Blvd
Ste 227

Fort Myers, FL 33907
2396537389

Evan Savarick - Morgan Stanley

350 East Las Olas Blvd
Ste 1200

Ft Lauderdale, FL 33301
9547623019

Morgan Stanley

50 N. Laura St
Ste 2000

Jacksonville, FL 32202
9046320200

Zachary Sobel - Morgan Stanley

3801 PGA Boulevard
Suite 700

Palm Beach Gardens, FL 33410
5617766451

The Garcia Group - Morgan Stanley

100 N. Tampa Street
Ste 3000

Tampa, FL 33602
8132272134

Samuel H Hall - Morgan Stanley

50 A1A North
Ste 112

Ponte Vedra Beach, FL 32082
9045437806

Kenneth R Diepholz - Morgan Stanley

100 N Tampa St
Ste 3000

Tampa, FL 33602
8132272096

Michael Weitman - Morgan Stanley

4458 Legendary Drive
Suite 300

Destin, FL 32541
8506507325