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Charles J. May

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

Wells Fargo Advisors

PO Box 368
Marco Island, FL 34146

Wells Fargo Advisors

396 Alhambra Circle
Coral Gables, FL 33134
(786) 281-0206

C. Ryan Haffey

CFP®

Specialties: Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

SunTrust Investment Services, Inc.

440 Royal Palm Way, Ste 102
Palm Beach, FL 33480
(561) 805-7697
CONNECT WITH C. Ryan
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Charles O'Kelley

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Atlantic Coast Financial Advisors Inc.

3800 W Bay To Bay Blvd, Ste 23
Tampa, FL 33629

Jesse A. Crews

CFP®

Specialties:

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Retirement Strategies, Inc.

10751 Deerwood Park Blvd, Ste 302
Jacksonville, FL 32256
(904) 730-3863

Paul H. Auslander

CFP®

Director of Financial Planning

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

ProVise Management Group, LLC

611 Druid Rd, Ste 105
Clearwater, FL 33756
(800) 633-3049
(727) 441-9022

Beth W. Dominguez

CFP®, CPA

CFP, Financial Adviser

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Raymond James & Associates, Inc

880 Carillon Pky, Dept 2BF
Saint Petersburg, FL 33716
(800) 416-6866
(727) 567-6353

Roxanne E. Fleszar

CFP®, ChFC

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Financial Resources Mgmt Corp

1414 Newton St
Key West, FL 33040
(888) 844-7283
(305) 295-9628

Edward Bell, III

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Florida and the surrounding communities.

12800 University Dr, Ste 200
Fort Myers, FL 33907
(866) 481-7200
(239) 689-7200

A. Scott White

CFP®, ChFC, CLU

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Scott White Advisors

1510 Royal Palm Sqr Blvd, Ste 103
Fort Myers, FL 33919
(239) 936-6300

James C. Cribb

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Florida and the surrounding communities.

Family Wealth Advisors, Inc.

151-14 College Dr
Orange Park, FL 32065
(904) 264-0520

Thomas B. Fleishel

MBA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Fleishel Financial Associates

812 N Woodland Blvd
De Land, FL 32720-2709
(386) 738-1800

Christopher G. Widing

CFP®

Wealth Manager

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

BDO Wealth Advisors

515 East Last Olas Blvd, Fifth Floor
Fort Lauderdale, FL 33301
(954) 626-2949

Richard A. Gotterer

CFP®

Regional Director, Senior Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Calamos Wealth Management LLC

7350 SW 153rd St
Miami, FL 33157

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

220 Alhambra Circle
Coral Gables, FL 33134
(786) 293-8667

Jay T. Hoffmeister

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

2310 Manatee Ave W
Bradenton, FL 34205
(941) 755-6999

Anne C. Peterson

CFP®, CRPC®, RIPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Ameriprise Financial Services, Inc.

210 S. Pinellas Ave, Suite 170
Tarpon Springs, FL 34689
(727) 361-0440
CONNECT WITH Anne
  • facebook link
  • linkedin link

Christine M. Scrime

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Florida and the surrounding communities.

542 Cobbler Trail
Ponte Vedra, FL 32081
(704) 340-1942

Susan K. Bradley

CFP®, CeFT®

Founder

Specialties: Getting Divorced, Life Planning, Sudden Wealth, Women's Finances

Financial Advisor serving Florida and the surrounding communities.

Sudden Money® Institute

10 Huntly Circle
Palm Beach Gardens, FL 33418
(888) 838-9446
(561) 776-6209

Peter W. Weiler

CFP®

President

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving Florida and the surrounding communities.

Strategic Retirement Group

515 SW Camden Ave
Stuart, FL 34994-2921
(772) 781-4700

John A. "Jeff" Davis, Jr.

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Employee...More

Financial Advisor serving Florida and the surrounding communities.

Falcon Financial Management, Inc.

2631-B NW 41st St
Gainesville, FL 32606
(888) 841-6209
(352) 375-7977

Robert G. Visnovsky

CFP®

Specialties: Comprehensive Financial Planning, Investment Management

Financial Advisor serving Florida and the surrounding communities.

113 Deer Haven Dr
Ponte Vedra Beach, FL 32082

Michael C. McCord

CFA,CFP®,CLU,AIF®

Chief Investment Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Florida and the surrounding communities.

Pinnacle Wealth Management

20719 Sterlington Drive, Suite 104
Land O'Lakes, FL 34638
(813) 387-4650

Christopher M. Thompson

CFP®, CRPC

First Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

Wells Fargo Advisors

1 Independent Drive, Suite 2400
Jacksonville, FL 32202
1-800-342-0689
(904) 351-7668

John D. Downey

CFP®, CRPC®

First Vice President

Specialties: Budget & Debt Management, Attending College, Banking, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

SunTrust Investment Services, Inc.

3780 Roscommon Drive
Ormond Beach, FL 32174
(386) 481-9669

Rebecca F. Castardo-Jones

CFP®

Associate Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Florida and the surrounding communities.

Raymond James & Associates

215 Coquina Ave
Ormond Beach, FL 32174-3305
(251) 607-9523

Judson T. Mallini

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Florida and the surrounding communities.

Together Planning

2631 NW 41st Street, Suite E-2, Fox Bridge 3
Gainesville, FL 32606
(904) 657-1732

James R. Sands, Jr.

CFP®, CLU®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

LPL Financial

6150 Diamond Centre Ct, Unit 603
Fort Myers, FL 33912
(239) 333-0033

David Ryan

CFP®

Specialties:

Financial Advisor serving Florida and the surrounding communities.

JD Bowen Financial Group

2020 Hwy A1A, Suite 104
Indian Harbour Beach, FL 32937
(321) 733-1662

David M. Kover

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Florida and the surrounding communities.

David M. Kover & Associates, LLC

780 Fifth Ave. South, Suite 200
Naples, FL 34102
(888) 411-2590
(239) 330-2062

M. Chris Redhead

CFP®

Executive Vice President

Specialties:

Financial Advisor serving Florida and the surrounding communities.

Sequoia Financial Group

1408 N Westshore Blvd, Ste 804
Tampa, FL 33607
(813) 289-0551

Catherine J. Cooper

CFP®, CFA

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Stocks & Bonds

Fee Only Financial Advisor serving Florida and the surrounding communities.

Azure Financial Advisors

5220 Sand Lake Court
Sarasota, FL 34238
(847) 835-3752