Business List: Wealth Management in Orlando, FL

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Ceredex 301 E Pine St #500, Orlando, FL 32801
40767xxxx0 don********@c***********.com
First Command 605 E Robinson St Ste 510, Orlando, FL 32801
40798xxxx0 ban*****@f***********.com 5 2 7030 255 7530
Merrill Lynch Financial Advisor Suzanne Magee Fleming 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx7 ale*********@m*.com
Delta Capital Management 698 N Maitland Ave Suite 201, Maitland, FL 32751
40742xxxx3 don@d***********.com 5 13 138
John Pinkley - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 5 1
Allen Brinckerhoff - Raymond James 301 E Pine St Suite 1100, Orlando, FL 32801
40764xxxx8 bfg@r***********.com 89 91
BNY Mellon Wealth Management Winter Park FL 531 W Morse Blvd Suite 150, Winter Park, FL 32789
32121xxxx4 jes************@b********.com
Talon Wealth Management 781 Ciara Crk Cv #1003, Longwood, FL 32750
40727xxxx0 amy*****@t******.com 4.6 20
Kimberly R Stewart - Financial Advisor, Ameriprise Financial Services, LLC 513 N Parramore Ave, Orlando, FL 32801
40742xxxx1 bre********@a***.com 2.3 3 850 129 859
RBC Wealth Management Branch - Winter Park 700 W Morse Blvd Ste 101, Winter Park, FL 32789
83338xxxx6 joh*******@c*.rbcwealthmanagement 4 4
Armstrong Financial - Northwestern Mutual 1000 Legion Pl # 1400, Orlando, FL 32801
40740xxxx1 ada**********@n*.com 5 10 534 543
Charles Schwab 420 S Orange Ave, Orlando, FL 32801
40742xxxx0 3d@c*****.schwab 3.4 12
Edward Jones - Financial Advisor: Tony Johnson, AAMS™ 2868 S Osceola Ave, Orlando, FL 32806
40784xxxx0 a.j*********@e**********.com 85462 94000
ATI Professional Services 1920 E Robinson St, Orlando, FL 32803
40759xxxx4 adm**@a*****.com 54 9 58
Summit Wealth Partners, LLC 800 N Orange Ave Suite 302, Orlando, FL 32801
40765xxxx2 cwa*****@m*************.com 5 1 110
Quantitative Wealth Management 425 W New England Ave #350, Winter Park, FL 32789
40731xxxx5
Dreamscape Wealth Advisors - Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx1 bra*********@a***.com 229 240
Signature Wealth Partners, LLC 7380 Sand Lake Rd STE 405, Orlando, FL 32819
40779xxxx1 eri*@y******************.com 5 3
Polley Wealth Management 250 N Orange Ave UNIT 1116, Orlando, FL 32801
40733xxxx5 dig***************@p***********.com 5 1 262 7 328
Mariner 1000 Legion Place, Suite 1285, Orlando, FL 32801
40787xxxx8 aar********@m********************.com 4 15 4500
Jeff Toadvine - Private Wealth Advisor, Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx8 ale*************@a***.com 5 1 176 184
The Fountain Park Group - Morgan Stanley 201 E Pine St Suite 1100, Orlando, FL 32801
40784xxxx5 acm***********@m************.com
Edward Jones - Financial Advisor: Michael Broadus 2901 Curry Ford Rd Ste 3, Orlando, FL 32806
40789xxxx0 a.j*********@e**********.com 5 3 86779 98000
Fortress Wealth Group 1099 W Morse Blvd, Winter Park, FL 32789
40799xxxx8 bec**@f******************.com 279 292
Edward Ho - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx2 acm***********@m************.com
Evershore Financial Group 1750 N Maitland Ave, Maitland, FL 32751
32130xxxx0 aje*****@e********.com 5 4 243 252
Northwestern Mutual 1000 Legion Pl, Orlando, FL 32801
40775xxxx0 ann*********@n*.com 4.2 5
Mosaic Wealth Management Group, Inc 1500 Town Plaza Ct, Winter Springs, FL 32708
40762xxxx6 amc******@m************.com 4.8 6
Jake Carris Financial Planning 5401 S Kirkman Rd Ste 215, Orlando, FL 32819
40748xxxx6 jak*@c*******.com
Edward Jones - Financial Advisor: Kaley N Mora, CRPC™ 10783 Narcoossee Rd Ste 121, Orlando, FL 32832
40720xxxx7 a.j*********@e**********.com 5 5 86177 96000
Resource Consulting Group 301 E Pine St Suite 600, Orlando, FL 32801
40742xxxx2 amb***@r*****************.com 86 93
Edelman Financial Engines 1900 Summit Tower Blvd Suite 230, Orlando, FL 32810
83375xxxx3 18694 20 20000
Winter Park Wealth Management - UBS Financial Services Inc. 201 N New York Ave, Winter Park, FL 32789
40761xxxx5 abc*******@u**.com
The LifeWealth Group 270 W Plant St Suite 240, Winter Garden, FL 34787
40729xxxx9 bra*@l**************.com 4.9 72
Sandhill Wealth Management 831 W Morse Blvd, Winter Park, FL 32789
32166xxxx0 dav**********@s*************.com 5.01 12
Talbot Asset Management 32 S Main St, Winter Garden, FL 34787
40787xxxx7 aar************@r***********.com
Ronald J Gruninger 390 N Orange Ave #1875, Orlando, FL 32801
40763xxxx0 blu***@f*************.com 5 1 536
International Assets Advisory, LLC 111 N Orange Ave #1000, Orlando, FL 32801
40725xxxx0 aar****@i***.com 2.3 3
Breed's Hill Wealth Management 301 N Park Ave a, Winter Park, FL 32789
40759xxxx0 CGa*******@B***********.com 5 1
Beacon Pointe Advisors 1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789
40762xxxx8 a.c***@b***********.com
LJAKE FINANCIAL GROUP 111 N Orange Ave Suite 800, Orlando, FL 32801
80065xxxx3 inf*@l****.org 5 14 3 98
Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC™ 4907 International Pkwy STE 1051, Sanford, FL 32771
40787xxxx4 a.j*********@e**********.com 5 8
Kirsty M. Walker 301 E Pine St Ste 1100, Orlando, FL 32801
40724xxxx9
Nona Wealth Advisors - Ameriprise Financial Services, LLC 10917 Dylan Loren Cir A, Orlando, FL 32825
40724xxxx6 dns*****@a***.com 5 1
Chris Barley - Private Wealth Advisor, Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx4 bra*********@a***.com
Merrill Lynch Financial Advisor John D Maxwell 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx2 ale*********@m*.com
Asset Life Settlements, LLC 1507 Park Center Dr #1b, Orlando, FL 32835
88833xxxx9 ass**@a*******************.com 5 3
Olarte Wealth Management Group PO Box 6370, Orlando, FL 32802
87761xxxx5 sti***@o***********.com
Morgan Stanley Financial Advisors 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx0 acm***********@m************.com
Project Management Advisors, Inc. 301 E Pine St #950, Orlando, FL 32801
40739xxxx4 ada**@p*****.com 5 1 617 672
Olarte Wealth Management Group, Inc. Orlando, FL 32801
87761xxxx5 own**********@u******.com
Edward Jones - Financial Advisor: Brian B Fucile, AAMS™|CRPC™ 1823 Edgewater Dr, Orlando, FL 32804
40742xxxx9 a.j*********@e**********.com 5 3 87486 100000
Apex Wealth Management LLC 3300 S Hiawassee Rd STE 103, Orlando, FL 32835
40744xxxx8 acu**@a*******************.com
The Stella Williams Group - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx4 acc**********@m************.com
Oxford Advisory Group 111 N Orange Ave #775, Orlando, FL 32801
40749xxxx4 bra*@o******************.com 4.9 84
First Command District Advisor - Will Wilson 605 E Robinson St Ste 510, Orlando, FL 32801
40798xxxx0 abe***@f***********.com 7235 271
Alfano Property Management 618 E South St STE 500, Orlando, FL 32801
40737xxxx4 dom****@a***********************.com 4.3 60
Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 3 2
Financial Harvest Wealth Advisors 1091 W Morse Blvd Suite 200, Winter Park, FL 32789
40793xxxx7 ale*@f***************.com 5 1 849 662
Merrill Lynch Financial Advisor Sami Guindi 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx3 ale*********@m*.com
Anders Retirement & Investment Advisors 124 E Welbourne Ave, Winter Park, FL 32789
88896xxxx4 dan**@a***************.com 5 23
Conrad Santiago - Private Wealth Advisor, Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40720xxxx7 cha*********@a***.com
Private Wealth Management at Heathrow - Ameriprise Financial Services, LLC 101 S New York Ave UNIT 210, Winter Park, FL 32789
40720xxxx8 bra*********@a***.com 204 208
Hilltop Securities Inc. 450 S Orange Ave Suite 225, Orlando, FL 32801
40742xxxx1 aar**************@h****************.com
The Prewitt Group - Ameriprise Financial Services, LLC 207 E Livingston St, Orlando, FL 32801
40744xxxx1 dns*****@a***.com 5.01
Merrill Lynch Wealth Management 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx5 ban********************@m*.com
Dorman Financial Management 557 Wymore Rd #201, Maitland, FL 32751
40777xxxx5 adm**@d**************.com 3 2
Fortiv 800 N Magnolia Ave #1825, Orlando, FL 32803
40724xxxx5 5 1
Christopher J. Dixon, RFC Premiere Trade Plaza Office Tower II, 111 N Orange Ave #775, Orlando, FL 32801
40732xxxx8 inf*@o******************.com 3579 3593
LYONS INVESTMENT MANAGEMENT 1470 Gene St, Winter Park, FL 32789
91651xxxxxx0 ale*@z****.com
Virtus Wealth Advisors - Ameriprise Financial Services, LLC 200 E Robinson St Ste 1200, Orlando, FL 32801
40784xxxx1 che*********@a***.com 226
Keith Davis - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8
Anne Franklin 1000 Legion Pl 14th floor, Orlando, FL 32801
40775xxxx7 ann**********@n*.com 4.9 13
Wheelock Wealth Solutions at Raymond James 301 E Pine St Suite 1100, Orlando, FL 32801
40764xxxx4
Sparrow Wealth Management
40758xxxx5 chr**@s************.com 5 14
CNL Financial Group Inc 450 S Orange Ave, Orlando, FL 32801
40765xxxx0 adm**********@c**.com 5 2
Coatoam Wealth Management Group 700 W Morse Blvd Suite 101, Winter Park, FL 32789
40796xxxx1 joh*******@c*.rbcwealthmanagement
Diverse Wealth 7380 Sand Lake Rd, Orlando, FL 32819 40731xxxx4
Bruce Woodruff & Associates 3101 Maguire Blvd # 256, Orlando, FL 32803
40789xxxx1 bru***********@c***********.com 5 1
The Roccanti Group - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx0 acc**********@m************.com 3 1
Josh Langholz - Thrivent 427 N Magnolia Ave Ste 205, Orlando, FL 32801
40783xxxx0 adm**@d***********.com
Rafael Marquez, Principal - Marquez Financial & Insurance Strategies 6200 Metrowest Blvd STE 201, Orlando, FL 32835
32194xxxx2 raf***@m***************.net 2 2
Private Bank, Bank of America 300 S Orange Ave, Orlando, FL 32801
80087xxxx8 and************@b************.com
FS Investments 111 N Orange Ave #1000, Orlando, FL 32801
40780xxxx9 abb***@f************.com
McDonough Capital Management 6000 Turkey Lake Rd #212, Orlando, FL 32819
40724xxxx7 cam**@m***************.com 5 1 100 4 103
Alta Vista Wealth Management, LLC 14 E Washington St Ste 410, Orlando, FL 32801 40725xxxx8 g.p***@s*******.com 3 2 4
Thomas Temeyer - Financial Advisor, Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40720xxxx7 cha*********@a***.com 269 280
Quantitative Wealth Management 425 W New England Ave, Winter Park, Fl 32789
40731xxxx5
Mark S Marshall - Private Wealth Advisor, Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40784xxxx3 bar**********@a***.com
Privada Wealth Management 549 Wymore Rd #208, Maitland, FL 32751
32128xxxx1 chr******@p************.com 282 2 295
Merrill Lynch Financial Advisor Jared Yule 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx2 ale*********@m*.com
Paul C Prewitt - Financial Advisor, Ameriprise Financial Services, LLC 207 E Livingston St, Orlando, FL 32801
40744xxxx1 dns*****@a***.com
CNL Strategic Capital 450 S Orange Ave, Orlando, FL 32801
86665xxxx0 ann*************@c******************.com
Ameriprise Financial: Strunc David 300 N Orange Blossom Trl, Orlando, FL 32801 40783xxxx3 5 1
CLA (CliftonLarsonAllen) 420 S Orange Ave Suite 900, Orlando, FL 32801
40780xxxx0 aar********@c*********.com 5 4 5051
Wealth and Finance Professionals, LLC
85075xxxx0 con****@w*******************.com 5 14
James B McLean - Financial Advisor, Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40720xxxx5 dns*****@a***.com 197 200
The Farb Financial Group 1900 Summit Tower Blvd Suite 170, Orlando, FL 32810 40755xxxx3
DiMercurio Advisors LLC 111 N Orange Ave #1450, Orlando, FL 32801
40790xxxx6 hel**@d*****************.com 4.7 13 238 2
HEALTH&WEALTH ADVISORS 3119 Capri Isle Way, Orlando, FL 32835
40749xxxx2 adv****@c**.rr
SkyView Wealth Management 999 Douglas Ave Ste 2216, Altamonte Springs, FL 32714
40767xxxx2 roy*******@s************.com
Avanti Wealth Management 110 Crown Oak Centre Dr, Longwood, FL 32750
40733xxxx0 inf*@a***********.com 152 10 156
American Harbour Wealth Management 1516 Hillcrest St #106, Orlando, FL 32803
40735xxxx0 eri*@a**************.com
Merrill Lynch Financial Advisor James C Magee 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx9 ale*********@m*.com
First Capital Property Group, Inc. 615 E Colonial Dr, Orlando, FL 32803
40787xxxx9 ama***@f***.com 4.2 18 239 15 261
Blaise Benoist - Raymond James 390 N Orange Ave #2300, Orlando, FL 32801
40790xxxx5 bla***********@b********.com
Travis Keller - Associate Financial Advisor, Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40784xxxx3 dns*****@a***.com 44 48
Luidgi Faubert - Financial Advisor, Ameriprise Financial Services, LLC 207 E Livingston St, Orlando, FL 32801
97362xxxx0 lui*************@a***.com
Ancona Wealth Management of Raymond James 807 W Morse Blvd Suite 200, Winter Park, FL 32789
40764xxxx1 aar************@r***********.com 17457 18000
Evolve Advisor Group Hillcrest St, Orlando, FL 32803
inf*@e********.com
Semper Wealth Management LLC 873 White Rose Wy, Oviedo, FL 32765
40730xxxx5 dja**@s*********************.com 5 6 165
Yolanda Copeland - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 aar************@r***********.com 17484 18000
John McInerney Certified Est 200 E Robinson St, Orlando, FL 32801
40758xxxx4 inf*@m******************.net 1 2
MPC Wealth Management 111 N Magnolia Ave, Orlando, FL 32801 40724xxxx5 inf*@m*****.com 4.2 5 98 95
Merrill Lynch Financial Advisor Scott D. Abramson 400 S Park Ave Suite 300, Winter Park, FL 32789
40764xxxx9 ban********************@m*.com
Merrill Lynch Financial Advisor Carina Gerscovich Borkon 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx7 ban********************@m*.com
Aaron Kassler - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40741xxxx6 acm***********@m************.com
American Harbour Wealth Management 1516 Hillcrest St, Orlando, FL 32803
40735xxxx0 imp******@g****.com
Scott Mahnken - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8
Wells Fargo Advisors 800 N Magnolia Ave # 1401, Orlando, FL 32803
40764xxxx0 a-w***************@w*****************.com 5 4 188364 189000
Sound Directions Wealth Advisors - Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx8 ale*************@a***.com 183
Fellowship Financial 630 Wymore Rd #304, Maitland, FL 32751
40794xxxx8 inf*@f***********.com 5 2 332 11 355
Axianta Financial Partners Orlando 2295 S Hiawassee Rd Suite 100B, Orlando, FL 32835 81828xxxx8 5 4
Merrill Lynch Financial Advisor John C. Beavers 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx4 ban********************@m*.com
Edward Jones - Financial Advisor: George Stefanou, CFP®|AAMS™|CRPC™|CRPS™ 45 W Crystal Lake St Suite #199, Orlando, FL 32806
40724xxxx7 a.j*********@e**********.com 5 5 504 37 513
Richard A. Nese III, CFP 1000 Legion Pl # 1400, Orlando, FL 32801
40775xxxx6 ade********@n*.com 95
Strategic Planning Partners 7680 Universal Blvd #198, Orlando, FL 32819
40796xxxx7 dat*****************@i****.de
Westshore Financial Group 2301 Maitland Center Pkwy UNIT 123, Maitland, FL 32751
32126xxxx5 jos**********@g***.com 5 4 119 122
Vinh Nguyen - Private Wealth Advisor, Ameriprise Financial Services, LLC 223 Pasadena Pl, Orlando, FL 32803
40744xxxx8 ali***********@a***.com 5 2
Danielle Krise - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8
Ronald Garrison - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx9 acm***********@m************.com 5 1
Alta Vista Wealth Management, LLC. 14 E Washington St #600h, Orlando, FL 32801 40725xxxx8
Morgan Stanley Financial Advisors 250 S Park Ave Suite 500, Winter Park, FL 32789
40774xxxx0 acm***********@m************.com 5 1
The Citrus Group - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx4 acm***********@m************.com
Wells Fargo Advisors Financial Network 7575 Dr Phillips Blvd, Orlando, FL 32819
40748xxxx7 ada*********@w*****************.com 4 1
AllGen Financial Advisors- Financial Planning & Investment Management 100 W Lucerne Cir #200, Orlando, FL 32801
40721xxxx8 acc*****@a**************.com 4.6 9 1266 59
Yvonne McGuire - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx7 acm***********@m************.com
Baird Private Wealth Management 300 Garfield Ave #100, Winter Park, FL 32789
40764xxxx0 gow***@r******.com 8142 940 8600
Non-Traditional Wealth Management, LLC. 4767 New Broad St, Orlando, FL 32814 40751xxxx1
All County CFL Property Management 390 N Orange Ave #2300, Orlando, FL 32801
40780xxxx9 amy@a***********.com 4 277
J.P. Morgan Private Bank 450 S Orange Ave 10th Floor, Orlando, FL 32801
40723xxxx3 abc*******@j*******.com 5 2
Determined Financial Group 87784xxxx1 5 6
Fifth Third Private Bank - Teresa Colling 200 E Robinson St, Orlando, FL 32801
adr************@5*.com
Breske & Breske Inc 4447 Edgewater Dr, Orlando, FL 32804
40752xxxx0 bre***@b**************.com 77
Matthew C Kelly - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx2 acm***********@m************.com
Voyage Retirement Solutions 220 E Central Pkwy suite 1000, Altamonte Springs, FL 32701
88850xxxx3 ben@v***************.com 5 17
David Webster - Raymond James 541 S Orlando Ave STE 209, Maitland, FL 32751
40764xxxx6 aar************@r***********.com 17457 18000
Churchill Management Group - Windermere 9100 Conroy Windermere Rd STE 200, Orlando, FL 32819
87793xxxx0 ach*@c******************.com 221
Siler Wealth Management 100 Crown Oak Centre Dr, Longwood, FL 32750
40783xxxx2 cve******@s******.com 5 1 4.9 26 745 5 790
Brinkman Accounting & Wealth Advisors 4853 S Orange Ave Suite A, Orlando, FL 32806
40785xxxx5 rec******@b*****************.com 4.4 26
Stonebridge Financial Planning 203 Hillcrest St, Orlando, FL 32801
40769xxxx0 ath****@s*****************.com 5 1
Retire Orlando, a Member of Advisory Services Network, LLC 390 N Orange Ave #2300, Orlando, FL 32801
40760xxxx0 sco**********@r************.org 5 39 138
BURGOS & BREIN WEALTH MANAGEMENT 1060 Woodcock Rd Suite 117, Orlando, FL 32803 86694xxxx5 dar**@b*************.com 5 69 4.8 23 3415 75 3400
Merrill Lynch Financial Advisor Kelly A Dwyer 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx9 ale*********@m*.com
FirsTrust - Private Wealth Management 121 S Orange Ave #1500, Orlando, FL 32801
40785xxxx4 adm***************@w*****.com
PNC Private Bank 420 S Orange Ave UNIT 300, Orlando, FL 32801
40742xxxx3 aar******@p**.com 3 2 351717 9156 354000
Thorsen Hixenbaugh Kovaleski Wealth Advisors 315 E Robinson St Suite 190, Orlando, FL 32801
40784xxxx0 Jac*********@T****************.com
Cebert Wealth - Ameriprise Financial Services, LLC 719 Peachtree Road, Suite 100, Orlando, FL 32804
40720xxxx7 ama***************@a***.com
Nelson Financial Planning 423 Country Club Dr, Winter Park, FL 32789
40762xxxx7 ale******@n**********************.com 5 33 381 7 457
Florida Retirement Group 2500 Maitland Center Pkwy Suite 101, Maitland, FL 32751
32129xxxx6 amy@f****************.com 5 217
Legacy Financial Advisors Orlando 1855 W State Rd 434 #272, Longwood, FL 32750
40726xxxx6 til@l********************.com 5 1
AlphaQ Advisors 111 N Orange Ave # 700, Orlando, FL 32801 40798xxxx0
Private Wealth Management | U.S. Bank 225 E Robinson St Ste 250, Orlando, FL 32801
40734xxxx4 aar************@u*****.com 345378 5428 348000
AGPM LLC 501 N Magnolia Ave Suite 1000, Orlando, FL 32801
40744xxxx0 alb************@a*********.com 3.5 94 712 13 770
Oakmonte Wealth Management 3700 S Conway Rd, Suite 112, Orlando, FL 32812
40741xxxx5 bre**********@o*************.com
Ogden Wealth LLC 260 Lookout Pl STE 106, Maitland, FL 32751
40764xxxx9 gna****@o*************.com 5 17
Sunrise Wealth Advisors 6052 Turkey Lake Rd #101, Orlando, FL 32819
40735xxxx6 agr****@s********************.com 5 9 257 2 267
Number 1 Broker LLC 121 S Orange Ave, Orlando, FL 32801
40756xxxx0 adm**@n************.net 1.3 60
Rea Financial 7680 Universal Blvd Suite 310, Orlando, FL 32819
40778xxxx0 inf*@r****************.com 5 9 31
Raymond James 537 North Magnolia Avenue, Orlando, FL 32801
40783xxxx8 5 2 153 17 152
David Vaughan Investments, LLC 399 Carolina Ave # 110, Winter Park, FL 32789
40762xxxx3 abr*****@d*****.com
Tyson Smith - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 1 1
OneMain Financial 4972 E Colonial Dr, Orlando, FL 32803
40789xxxx1 aar**********@o***************.com 3.4 50
De Prince Race & Zollo Inc 250 S Park Ave # 250, Winter Park, FL 32789
40742xxxx3 acc*******@d******.com 5 2
Rivers Wealth Management 1525 International Pkwy STE 4001, Lake Mary, FL 32746
40754xxxx5 5 1
Evan Joffe - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx8 acm***********@m************.com
MM Private Wealth Management of Raymond James 807 W Morse Blvd Suite 200, Winter Park, FL 32789
40764xxxx1 aar************@r***********.com 17457 18000
Merrill Lynch Financial Advisor Angel Curbelo 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx2 ang**********@m*.com
RFH Capital Advisors 51 E Jefferson St #1033, Orlando, FL 32802
85557xxxx0 3d@r****.com 5 28
Centrus Financial Strategies 121 S Orange Ave, Orlando, FL 32801
80077xxxx2 inf*@c********.com
Key Wealth Builders 200 E Robinson St, Orlando, FL 32801
30578xxxx3 ang***@k****************.com 5 9
Annuity.org 1 S Orange Ave Suite 500B, Orlando, FL 32801
85567xxxx4 ari*****@a******.org 4.4 45 5723 5700
RetireGuide 1 S Orange Ave Suite 500A, Orlando, FL 32801
87748xxxx8 con****@r**********.com 4.4 24 1600
Charles Schwab 1600 Hancock Rd Suite d, Clermont, FL 34711
35240xxxx8 adv****************@s*****.com 4.4 7
Victor Panos - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx4 acm***********@m************.com
Edward Jones - Financial Advisor: Robert T Hopper, AAMS™ 1925 Prospect Ave Ste 130, Orlando, FL 32814
40764xxxx5 a.j*********@e**********.com 85 86781 98000
Orlando Wealth Management 720 Rugby St #200, Orlando, FL 32804
40764xxxx2 aar************@r***********.com 17125
WealthCare Financial 200 E Robinson St Suite 1120, Orlando, FL 32801
40747xxxx3 cli***@a************.com 5 2
Florida Financial Group 301 E Pine St #800, Orlando, FL 32801
40742xxxx1 adr*********@f*************.com 5 1
Upshot Capital Advisors 255 S Orange Ave Suite 720, Orlando, FL 32801
68920xxxx0 dan*******@u*******.com
Steve Fricke - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 bre**********@r***********.com
Flagship Private Wealth Management - Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx5 bra*********@a***.com 219 2 223
MFM Capital Management Inc 1300 N Semoran Blvd # 100, Orlando, FL 32807 40777xxxx0 5 1
B. Riley Advisory Services 255 S Orange Ave Suite 1245, Orlando, FL 32801
40758xxxx1 aal*******@b***********.com
Fidelity Investments 175 E Altamonte Dr Suite 100, Altamonte Springs, FL 32701
80045xxxx0 a61****@f*******.com 3 59
JMK Wealth Advisors 5018 Sawyer Cv Wy, Windermere, FL 34786
40755xxxx4 je**@j****************.com
Damon Nicholson - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx2 acm***********@m************.com
Price Financial Services 2941 W State Rd 434 #200, Longwood, FL 32779
40733xxxx0 ash************@e********.com 5 3 653 663
Incite Wealth Management LLC 976 Lake Baldwin Ln #205, Orlando, FL 32814 40725xxxx2
Samuel J. Dixon, RFC | Oxford Advisory Group 111 N Orange Ave #775, Orlando, FL 32801
40749xxxx4 bra*@o******************.com 5 1
Vandergrift Financial Group of Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 aar************@r***********.com 98
Tailored Investment Group, Inc. 5142 Curry Ford Rd, Orlando, FL 32812
40741xxxx1 5 4
LevelUp Advisors US LLC 100 E Pine St Suite 100-43, Orlando, FL 32801
87776xxxx9 inf*@l**************.com
Michael Prewitt - Financial Advisor, Ameriprise Financial Services, LLC 207 E Livingston St, Orlando, FL 32801
40744xxxx1 dns*****@a***.com
Achievement Financial Group of Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40724xxxx5 aar************@r***********.com 17483 18000
Monarch Structured Settlements (Structured Settlements provided by Sage Settlement Consulting) 20 N Orange Ave Suite#1550, Orlando, FL 32801
40764xxxx9 ddi****@m*********.com
Deric Milligan - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40724xxxx1 aar************@r***********.com 17186
Moisand Fitzgerald Tamayo, LLC 300 S Orange Ave #1170, Orlando, FL 32801
40786xxxx8 aka**@m****************.com 7 470
Russell Wilson - Financial Advisor, Ameriprise Financial Services, LLC 200 E Robinson St Ste 1200, Orlando, FL 32801
40784xxxx1 che*********@a***.com 5 1 219 226
Fischer Wealth Management 3312 E Semoran Blvd, Apopka, FL 32703
40726xxxx6 jpl*****@f************.com 5 1
Zizmer - Jones Private Wealth Management Group of Raymond James 807 W Morse Blvd Suite 200, Winter Park, FL 32789
40764xxxx1 aar************@r***********.com 17457 18000
Merrill Lynch Financial Advisor Traci B Avila 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx1 ban********************@m*.com
Edward Jones - Financial Advisor: Matt Buckland, CFP®|CEPA® 808 Virginia Dr, Orlando, FL 32803
40789xxxx0 a.j*********@e**********.com 3.7 3 72 76
Frank Guerriero - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx1 acm***********@m************.com
Marcola Bennett - TIAA Wealth Management Advisor 12001 Research Pkwy Office #236, Orlando, FL 32826
86622xxxx3 acc******************@t***.org 5.04 90989 518 92000
Milton & Associates Inc 1310 W Colonial Dr #15, Orlando, FL 32804
40724xxxx8 inf*@m************.com 5 21
Raymond James Financial Services 1560 Orange Ave Ste 650, Winter Park, FL 32789
32144xxxx0 aar************@r***********.com 164 24 160
Fimognari Financial 1201 Orlando Ave #320, Winter Park, FL 32789
40747xxxx8 pfi*******@e**************.com 5 1 5 5 54 8 55
Financial Advisory Partners @ NBC Securities 1201 S Orlando Ave, Winter Park, FL 32789 40724xxxx1
Peter J. Freuler & Associates, CPA The Angebilt Building, 37 N Orange Ave UNIT 519, Orlando, FL 32801
40784xxxx0 abe@p*****.com 4.9 53
Ryan Plank - RBC Wealth Management Financial Advisor 700 W Morse Blvd Suite 101, Winter Park, FL 32789
40727xxxx1 joh*******@c*.rbcwealthmanagement
Aubry Wealth Management 121 S Orange Ave Ste 1500, Orlando, FL 32801
40749xxxx7 inf*@a**********.com 2
Merrill Lynch Wealth Management 400 S Park Ave #300, Winter Park, FL 32789
40764xxxx2 ban********************@m*.com 5 2
Pando Partners Wealth Management 301 E Pine St Suite 1100, Orlando, FL 32801
40764xxxx1
IHT Wealth Management 7345 W Sand Lake Rd STE 208, Orlando, FL 32819
40737xxxx0 abe*****@m***************.com 1513 5 1500
Marshall and Associates - Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40784xxxx3 dns*****@a***.com 5 2
Pluris Wealth Management of Raymond James 301 E Pine St Suite 1100, Orlando, FL 32801
40724xxxx5 abc@r***********.com
Rob Legenhausen CPFA , CLU 720 Rugby St #200, Orlando, FL 32804
40764xxxx1 rob************@r***********.com
Start Financial Plan Rollover 401k Zoom or Webex 2420 S Lakemont Ave Suite 120, Orlando, FL 32814
40748xxxx7 rob***@s**************.com 5 2
Adelson Group - Ameriprise Financial Services, LLC 1800 Pembrook Dr Suite 300, Orlando, FL 32810
56151xxxx1 che***********@a***.com 442 446
Security Financial Management 2420 S Lakemont Ave Suite 120, Orlando, FL 32814
40764xxxx6 al@s**************.com 5 9 30 652
Merrill Lynch Wealth Management 14374 Narcoossee Rd, Orlando, FL 32832
68920xxxx0 bro*********@m*.com 3 2
Merit Wealth Advisors 1060 Maitland Center Commons Blvd #365, Maitland, FL 32751
40766xxxx5 inf*@m******.com 3.7 3
Residual Wealth Holdings, LLC 4530 S Orange Blossom Trl Suite #509, Orlando, FL 32839 40771xxxx0
Lyons Wealth Management, LLC 280 W Canton Ave #430, Winter Park, FL 32789
40795xxxx0 a.j***@l**********.com 5 1
Jason Claycomb - Raymond James Financial Services, Inc. 5950 Hazeltine National Dr Suite 630, Orlando, FL 32822
40747xxxx4 5 3
Edward Jones - Financial Advisor: Kaleb Z Williams 642 Rugby St, Orlando, FL 32804
40767xxxx3 a.j*********@e**********.com 5 1 87485 100000
Florida Financial Advisors 800 N Magnolia Ave Ste 1650, Orlando, FL 32803
40755xxxx7 a-e@f********.com 5 39
Avenues Wealth 311 W Fairbanks Ave Suite 201, Winter Park, FL 32789
40789xxxx1 je**@a************.com
Winn Partners Financial Group 111 N Orange Ave #1000, Orlando, FL 32801
80043xxxx2 jwi**@w******.com
Blue Trust | Orlando Financial Advisors 1900 Summit Tower Blvd #260, Orlando, FL 32810
40761xxxx0 blo*@b********.com
American Financial Advisors 1936 Lee Rd Suite 270, Winter Park, FL 32789
40720xxxx6 abr**@a*********.com 5 8 1 172
For CRE Brokers 200 S Orange Ave, Orlando, FL 32801
87786xxxx8 for**********@m****************.com
Andrew Lyon - RBC Wealth Management Financial Advisor 700 W Morse Blvd Suite 101, Winter Park, FL 32789
40796xxxx4 joh*******@c*.rbcwealthmanagement
Merrill Lynch Financial Advisor Matthew Sloan 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx1 ale*********@m*.com 1 1
Synergy Wealth Alliance 215 N Westmonte Dr, Altamonte Springs, FL 32714
32120xxxx8 aar**@s********************.com 5 2
Fifth Third Private Bank - Mark Mankbadi 200 E Robinson St, Orlando, FL 32801
40799xxxx6 adr************@5*.com
GC Wealth Management 1180 Spring Centre S Blvd, Altamonte Springs, FL 32714
40734xxxx2 bre**@g***********.com
Merrill Lynch Private Wealth Advisor James Richard Millar 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx7 ban********************@m*.com
Strong Point Financial, Inc. 7680 Universal Blvd # 550, Orlando, FL 32819
80032xxxx5 amo******@s**********.com 4.9 220 4.7 12 465 9 534
JE Owens & Company 2731 Silver Star Rd, Orlando, FL 32808
40729xxxx4 jac*@j******.com 5 1
U.S. Bank - Private Wealth Advisor: Wes Wankelman 225 E Robinson St Ste 250, Orlando, FL 32801
40734xxxx4 aar************@u*****.com 1 1 344734 4737 346000
Central Florida Wealth Management Group - UBS Financial Services Inc. 201 N New York Ave, Winter Park, FL 32789
88841xxxx4 ale*******@u**.com
Wealth Management of Florida 307 N Park Ave Ste A, Winter Park, FL 32789
40780xxxx4 amb**@w********.com
Trustco Bank - Wealth Management and Commercial Loans 1211 N Orange Ave, Winter Park, FL 32789
40775xxxx7 aal****@t**********.com 4.7 3 6340 320 7100
Excel Financial and Tax Services 100 E Pine St #110, Orlando, FL 32801
84464xxxx5 cs@f**************.com 5 3
Newell Wealth Management 213 S Dillard St Suite 150H, Winter Garden, FL 34787
40733xxxx8 kyl********@n*******.com 5 12
Kuberneo CPA 4555 Hoffner Ave, Orlando, FL 32812
40758xxxx3 ash***@k**********.com 5 11
Merrill Lynch Financial Advisor J. Judd Peterson 300 S Orange Ave Suite 800, Orlando, FL 32801
40783xxxx2 bri************@b***.com 5 1
RICH MADE CREDIT 111 N Orange Ave, Orlando, FL 32801 87781xxxx4
Edwards Financial Services 5494 Lake Howell Rd, Winter Park, FL 32792
40767xxxx0 adv*****@e**************************.com 4.8 70
Pando Partners Wealth Management of Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx1 abc@r***********.com 17484 18000
Kaltbaum Capital Management 201 S Orange Ave suite 1017, Orlando, FL 32801
40751xxxx0 gar*@g****.com
CommonGood Capital 824 Highland Ave, Orlando, FL 32803
40747xxxx3 inf*@c************.com
DB Wealth Management 230 Mohawk Rd, Clermont, FL 34715
35272xxxx9 aar************@r***********.com 5 1 17457 18000
Inspire Capital Management 1681 N Maitland Ave, Maitland, FL 32751
40733xxxx6 bri*****@i*************.com
EP Wealth Strategies Llc. / LPL Financial / former Waddell & Reed 6996 Piazza Grande Ave STE 207, Orlando, FL 32835
40791xxxx0 rec****@e*****************.com 208 205
Spraker West Wealth Management, Inc. 334 W Morse Blvd, Winter Park, FL 32789
40747xxxx9 cai****@s**********.com
Nielson Financial Services, Inc. 901 E Washington St #2905, Orlando, FL 32801
40745xxxx6 ber****@n***********************.com 5 2
Carson Wealth 7958 Via Dellagio Way Suite 300, Orlando, FL 32819
40781xxxx0 abr****@c***********.com 5 4 2046 53 2300
Gambin Financial Group 127 N Magnolia Ave, Orlando, FL 32801 40762xxxx1 5 7
Kayne Anderson Rudnick 555 Winderley Pl # 300, Maitland, FL 32751
aar******@k****.com 133 11 147
Tao Financial
40755xxxx8 847*************************************@w*****************.com 5 13
Vaughn Wealth 1127 Edgewater Dr, Orlando, FL 32804 40787xxxx8 aar********@m********************.com
Integrated Wealth Solutions of Raymond James 537 N Magnolia Ave, Orlando, FL 32801
40783xxxx8 5 2 153 17 152
Credit Army ️ 20 N Orange Ave Suite 1100, Orlando, FL 32801 88821xxxx6 5 54
Morgan Stanley Financial Advisors 4705 S Apopka Vineland Rd Ste 202, Orlando, FL 32819
40760xxxx0 int**********@m************.com 5 2
Merrill Lynch Financial Advisor Christine Ann Cyrus 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx6 ban********************@m*.com
Talon Wealth Management 189 S Orange Ave Ste 2100, Orlando, FL 32801
Planning For Wealth Preservation LLC 2813 S Hiawassee Rd STE 205, Orlando, FL 32835 80071xxxx3
TSG Financial Advisors - Ameriprise Financial Services, LLC 719 Peachtree Rd # 100, Orlando, FL 32804
40720xxxx7 dns*****@a***.com
Merrill Lynch Wealth Management 390 N Orange Ave, Orlando, FL 32801 40725xxxx5 5 1
Financial Advisory Institute 1410 Lake Baldwin Ln Suite A, Orlando, FL 32814 40725xxxx7
Merrill Lynch Financial Advisor Michael Cook 300 S Orange Ave Suite 800, Orlando, FL 32801
40764xxxx8 bri************@b***.com
MWMfund 300 S Orange Ave # 1000, Orlando, FL 32801 80037xxxx2 5 6
Your Mental Wealth Advisors (Occidental Asset Management, LLC) - Orlando 711 Ballard St #2000, Altamonte Springs, FL 32701
32140xxxx3 inf*@o*******.net 5 1 156 169
Sandra Martin - Raymond James 301 E Pine St Suite 1100, Orlando, FL 32801
40764xxxx8 aar************@r***********.com 18000
Investors Passport to Hedge Fund Profits 37 N Orange Ave #201, Orlando, FL 32801
40742xxxx3
Tripletail Wealth Management 224 E Marks St, Orlando, FL 32803
40728xxxx2 tea*@t***************.com 5 4
Legacy Financial Group 630 Maitland Ave S, Maitland, FL 32751 40747xxxx0 5 1
Stokes Wealth 3117 Edgewater Dr, Orlando, FL 32804
40784xxxx0 inf*@s***********.com 4.6 5
Circle of Wealth Group 750 S ORANGE BLOSSOM Trail, Orlando, FL 32805 40757xxxx3 dar****************@f*******.com 5 35 1123 266 1100
4.5 18
Us Trust 4705 S Apopka Vineland Rd, Orlando, FL 32819
32152xxxx5 aar************@u******.com 5 1
Merrill Lynch Financial Advisor Robert J Oliver 4705 S Apopka Vineland Rd, Orlando, FL 32819
40790xxxx7 ban********************@m*.com
Ann Adams - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx9 acm***********@m************.com
Collaborative Wealth of Lake Nona 6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827
32176xxxx9 ben*************@c******************.com 5 2
Rick Sane - Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40724xxxx5 aar************@r***********.com 17484 18000
The City Front Group - Morgan Stanley 201 E Pine St 11th Fl, Orlando, FL 32801
40784xxxx1 acm***********@m************.com
Wisdom Planning Group 3322 Clay Ave, Orlando, FL 32804
40746xxxx6 ami***@w*******.com 1 1
Magruder Private Wealth of Raymond James 301 E Pine St Ste 1100, Orlando, FL 32801
40764xxxx8 aar************@r***********.com 17483 18000
Burgess Chambers & Associates 315 E Robinson St, Orlando, FL 32801 40764xxxx1
Flagship Private Wealth Management - Ameriprise Financial Services, LLC 101 S New York Ave UNIT 210, Winter Park, FL 32789
40724xxxx5 bra*********@a***.com 220 2 223
Daniel Iachello - Financial Advisor, Ameriprise Financial Services, LLC 300 S Orange Ave Ste 750, Orlando, FL 32801
40724xxxx8 ale*************@a***.com 200
Global Asset Management Group 2139 W State Rd 434 #102, Longwood, FL 32779 40754xxxx7 4 1
Florida Financial Advisors 401 S 12th St #2, Tampa, FL 33602
81333xxxx3 3d@f********.com 4.9 144 368 27 401
Group 10 Financial, LLC 2600 Maitland Center Pkwy #355, Maitland, FL 32751
40796xxxx2 inf*@g***************.com 5 2
KRS Wealth Management - Ameriprise Financial Services, LLC 513 N Parramore Ave, Orlando, FL 32801
40742xxxx1 dns*****@a***.com 2.3 3 132825 134000