Business List: Wealth Management in Tallahassee, FL

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Philip R. Spitzer, CLU, ChFC 2236 Capital Cir NE Ste. 105, Tallahassee, FL 32308
85087xxxx7 joh******@p************.com 3.02
Merrill Lynch Financial Advisor Amy Eaton 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx7 ale*********@m*.com
Barnes Capital Group 1801 Hermitage Blvd Ste 170, Tallahassee, FL 32308
85089xxxx0 eha***@b*************.com 5 13 220
5 11
Dougherty Financial Planning, LLC 2457 Care Dr Suite 102, Tallahassee, FL 32308
85070xxxx3 ed@f**********.net
Canopy Roads Advisors 3320 Thomasville Rd Ste 301, Tallahassee, FL 32308
85038xxxx0 inf*@c******************.com
Merrill Lynch Financial Advisor Michael Robinson 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx8 ale*********@m*.com
U-Vest Financial 1673 Mahan Center Blvd, Tallahassee, FL 32308
85030xxxx5 all**@u**************.com 333 2 362
Allen Mooney & Barnes Invest 318 N Calhoun St, Tallahassee, FL 32301
85089xxxx0
Graham Wealth Management
44379xxxx4 con***@g*******.us 154 163
Owens Financial Group, Inc. 1704 Metropolitan Blvd #4, Tallahassee, FL 32308
85527xxxx0 c18*****************************@s*****.wixpress 3.76
Preservation Financial Group 1695 Metropolitan Cir STE 1, Tallahassee, FL 32308
85052xxxx7 fro******@p****.com 5 41 28
Wealth Management Corporation - Certified Financial Planners/Investment Advisors/Fiduciary CFP 2941 Kerry Forest Pkwy, Tallahassee, FL 32309
85089xxxx6 bi**@w*******************.com 5 4
Six Pillars Financial Advisors 2073 Summit Lake Dr #100, Tallahassee, FL 32314
85041xxxx8 bgo****@s***********.com
Red Hills Capital 221 Delta Ct #2, Tallahassee, FL 32303
85042xxxx0 inf*@r**************.com 5 2
Proper Wealth 3233 Thomasville Rd 2nd Floor, Tallahassee, FL 32308
85097xxxx5 cpa********@p*********.com
Merrill Lynch Financial Advisor Bobby Dick 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx9 bri************@b***.com
Merrill Lynch Financial Advisor Lara Finebloom 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx1 ale*********@m*.com
James Moore & Co | CPA Tax Accountant Tallahassee FL 2477 Tim Gamble Pl, Tallahassee, FL 32308
85038xxxx4 a.-***********@j***.com 4.9 27 890 54
Northwestern Mutual 3849 Killearn Ct STE A, Tallahassee, FL 32309
85089xxxx2 aar********@n*****************.com 5 1
Capital City Investments 1456 Capital Cir NW, Tallahassee, FL 32303
85040xxxx0 ale***********@l**.com 8
Calton & Associates, Inc. 1876 Eider Ct suite b, Tallahassee, FL 32308
85038xxxx0 dma******@c*****.com 5 1 5 7 34
Sunbelt Asset Management B, 2639 N Monroe St Suite 101, Tallahassee, FL 32303
85065xxxx8 inf*@e**************.com 4.2 5 60
7G Wealth Management - Ameriprise Financial Services, LLC 1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308
85090xxxx4 dns*****@a***.com 5.041
Capital City Investments 1801 Apalachee Pkwy, Tallahassee, FL 32301
85040xxxx8 ale***********@l**.com
Griggs Financials llc. 85074xxxx9
Ryno Capital Advisors, Inc. 3113 Capital Medical Blvd, Tallahassee, FL 32308
85087xxxx0 joh*@r******.us
Chiron Capital Management 261 Pinewood Dr, Tallahassee, FL 32303
85038xxxx9 fhy******@w******************.com 3.7 3 82 38 82
Morgan Stanley Financial Advisors 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx0 acm***********@m************.com 5 1
Prudential: Steve Halsell, CFP , ChFC , WMCP , RICP , CASL 281 Pinewood Dr, Tallahassee, FL 32303
85052xxxx0 c18*****************************@s*****.wixpress 4 4
Capital City Investments 2592 Crawfordville Hwy, Crawfordville, FL 32327
85040xxxx1 mrw@c*********************.com 4.421 8
North Florida Financial 3664 Coolidge Ct, Tallahassee, FL 32311
85056xxxx5 amb**********@n********************.com
First Story Property Management, LLC 316 Williams St, Tallahassee, FL 32303
85072xxxx1 bro***@f***************************.com 3.4 48
Merrill Lynch Wealth Management 1276 Metropolitan Blvd, Tallahassee, FL 32312
85059xxxx0 ale*********@m*.com
Northwestern Mutual 2039 Centre Pointe Blvd STE 101, Tallahassee, FL 32308
85051xxxx8 a.-***********@n*****************.com 107335 16213 108000
Northwestern Mutual, Bill Zottoli 1911 Capital Cir NE, Tallahassee, FL 32308
85051xxxx3 wil************@n*.com 171 175
BCJ Wealth Management 1292 Timberlane Rd, Tallahassee, FL 32312 85090xxxx0
Lyle J. Floyd - Raymond James 2065 Thomasville Rd Ste 201, Tallahassee, FL 32308
85038xxxx8 aar************@r***********.com 17474 18000
Republic Asset Management Corp. 2321 Hansen Ct, Tallahassee, FL 32301 85044xxxx1
Information People Need 95447xxxx8
Palmer • Planells Wealth Group | Raymond James 1616 Metropolitan Cir STE B, Tallahassee, FL 32308
85084xxxx5 aar************@r***********.com 17474 18000
Felton Wright 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
Cornucopia Wealth Management, LLC 630 W Brevard St, Tallahassee, FL 32304
85022xxxx2 inf*@c***************.com
Empire Properties Inc 1911 N Monroe St # B, Tallahassee, FL 32303
85056xxxx0 adm**@e***************.com 2.7 47
Trek Wealth Management 1292 Timberlane Rd, Tallahassee, FL 32312
85090xxxx0
Brett Thompson - Raymond James 2065 Thomasville Rd Ste 201, Tallahassee, FL 32308
85038xxxx8 184 189
Dennis Deckerhoff - Raymond James 2065 Thomasville Rd Ste 201, Tallahassee, FL 32308
85038xxxx8 aar************@r***********.com 17474 18000
Charles Robinton - Raymond James 2065 Thomasville Rd Ste 201, Tallahassee, FL 32308
85038xxxx8 cha*************@r***********.com
Southern Wealth 2450 Tim Gamble Pl, Tallahassee, FL 32308
85051xxxx8 apr**********@n*.com 5 1 4.8 13 661 6 667
Merrill Lynch Financial Advisor William M Beck 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx6 bro*********@m*.com
Wesley Mullins - Private Wealth Advisor, Ameriprise Financial Services, LLC 1435 Piedmont Dr E Suite 211, Tallahassee, FL 32308
85090xxxx1 5 2
David M Burks Property Management Inc 307 N Adams St, Tallahassee, FL 32301
85076xxxx4 dav**@d**********.com 2.9 21 64
7G Wealth Management - Ameriprise Financial Services, LLC 2940 Kerry Forest Pkwy STE 102, Tallahassee, FL 32309
85090xxxx4
Strategic Wealth Group 401 E Virginia St, Tallahassee, FL 32301
85069xxxx5 aus*********@y******.com 5 2 5 12 342 2 348
Olson Insurance & Financial Services 249 John Knox Rd, Tallahassee, FL 32303
85038xxxx9 jls****@o*************.com 5.01 241 12 241
Charles Schwab 909 E Park Ave Suite D-1, Tallahassee, FL 32301
80064xxxx0 app*******************@s*****.com 3.7 3
Vineyard Capital Partners, LLC 3320 Thomasville Rd #200, Tallahassee, FL 32308
40431xxxx6 ang***@v*********.com
Spruce Financial Group 231 E 5th Ave, Tallahassee, FL 32303
47048xxxx1 inf*@s*******.com
Crystal G. Murphy - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx7 acc**********@m************.com
William Hilaman - Raymond James 1614 Mahan Center Blvd STE 101, Tallahassee, FL 32308
85021xxxx4 aar************@r***********.com 17474 18000
Gabor Financial Solutions 1410 Piedmont Dr E, Tallahassee, FL 32308
85089xxxx1 ada******************************@g******.com 3.7 6
Solennial Wealth Managment 113 E College Ave #214, Tallahassee, FL 32301
88861xxxx3 gkn*****@s**********.com
Hunter And Harp Wealth Management Llc 311 E Jennings St, Tallahassee, Fl 32301 83828xxxx1
Rally Point Financial Group 3031 Eliza Rd, Tallahassee, FL 32308
85030xxxx9 ala*****@r******************.com 3 2 96 108
True North Advisors 2039 Centre Pointe Blvd #203, Tallahassee, FL 32308
85056xxxx0 amb*******@n*.com 5 1 258
Signet Wealth Management 1342 Timberlane Rd, Tallahassee, FL 32312
85032xxxx5 abe*****@s***************.com
PAC Financial Management 1103 Hays St, Tallahassee, FL 32301
85021xxxx6 nor***@p****.net
TNB Financial Services 1300 Metropolitan Blvd, Tallahassee, FL 32308 85052xxxx3
Jaime A. Planells, CFP - Raymond James 1616 Metropolitan Cir STE B, Tallahassee, FL 32308
85084xxxx5 ppw*@r***********.com 51
Danny M Murphy - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx2 acm***********@m************.com
The Minter Gambineri Group - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx0 acc**********@m************.com
Harvest Investments Advisors 2367 Centerville Rd, Tallahassee, FL 32308
85089xxxx4 dro*****@h************************.com
Lisa McPherson, CRPC®, AAMS® 2592 Crawfordville Hwy, Crawfordville, FL 32327
85088xxxx4 a.h****@c***.com 5.01
Southern Asset Management 2828 Remington Green Cir, Tallahassee, FL 32308 85053xxxx5
Merrill Lynch Financial Advisor Kevin R Wilson 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
90463xxxx0 ale*********@m*.com
Smith Bruer Advisors 1700 Summit Lake Dr STE 102, Tallahassee, FL 32317
85087xxxx3 5 2
Be Financial 113 S Monroe St, Tallahassee, FL 32301 88858xxxx0 5 2
Merrill Lynch Financial Advisor Gary E. Merriman 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx0 ban********************@m*.com
Austin Mall - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx9 acm***********@m************.com
Christopher Jones - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx0 acc**********@m************.com
Bruce Hagan CFP 3116 Capital Cir NE # 10, Tallahassee, FL 32308
85038xxxx2 bru**@b*********.com 5 1
Lion’s Share Investment Management & Realty, LLC 1600 S Monroe St, Tallahassee, FL 32301
85022xxxx5 2.8 21
Wealth Management Corporation 2941 Kerry Forest Pkwy, Tallahassee, FL 32309
85089xxxx6 bi**@w*******************.com 5 4
OneMain Financial 1380 Village Square Blvd #3, Tallahassee, FL 32312
85090xxxx1 aar**********@o***************.com 4.6 69
Private Wealth Management & Consulting, LLC 1616 Metropolitan Circle Ste C, Tallahassee, FL 32308
85069xxxx0 bsm***@p******.com 417 19 475
Linda Hilaman - Raymond James 1614 Mahan Center Blvd STE 101, Tallahassee, FL 32308
85021xxxx4 aar************@r***********.com 5 1 17474 18000
Merrill Lynch Financial Advisor Michael C Grant 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx1 ada*******@m*.com
Merrill Lynch Financial Advisor Jennifer G Rupert 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx5 ale*********@m*.com
Capital IT Network Solutions Pinewood Dr Suite 241, Tallahassee, FL 32303
85059xxxx7 joh*@c****************.com 5 30
Kohlman Minter - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx9 acm***********@m************.com
BOHANNON INCORPORATED 4741 Plantation View Dr, Tallahassee, FL 32311
85044xxxx7 boh*****************@g****.com 5.01
IMS Business, LC 2601 Capital Medical Blvd, Tallahassee, FL 32308
85073xxxx9 amy@i**********.net 5 10 5 6 166 187
Capital City Investments 3404 S Monroe St, Tallahassee, FL 32301
85040xxxx9 2.82
Capital City Investments 3815 N Monroe St, Tallahassee, FL 32303
85040xxxx1 ale***********@l**.com 8
Rosenberg Alvis Ambrose Wealth Management 1876 Eider Ct suite b, Tallahassee, FL 32308
85038xxxx0 dma******@c*****.com 5 4 24
TIAA Financial Services 113 S Monroe St, Tallahassee, FL 32301
80084xxxx2 ama******@t***.org 90970 524 91000
Deloitte 215 S Monroe St #100, Tallahassee, FL 32301
85052xxxx0 ada*******@w***.deloitte 3 2 572011
Daniel Petronio 304 E Tennessee St, Tallahassee, FL 32301
85040xxxx4 bel*******@c***.com
Capital City Investments 2111 N Monroe St, Tallahassee, FL 32303
85040xxxx9 8
Investors Choice Association & Prop 933 Parkview Dr, Tallahassee, FL 32311 85044xxxx5 5 1
Private Wealth Management and Consulting 1680 Metropolitan Cir, Tallahassee, FL 32308
85069xxxx0 bsm***@p******.com 5 2 418 19 478
Thomas Harbour - Private Wealth Advisor, Ameriprise Financial Services, LLC 1435 Piedmont Dr E, Ste 211, Tallahassee, FL 32308
85038xxxx0 ali***********@a***.com
Avant Huston Financial Group 259 John Knox Rd, Tallahassee, FL 32303
85038xxxx9 cat***************@f*************.com 2 1
Seven Hills Financial, LLC 410 E 6th Ave, Tallahassee, FL 32303
85021xxxx9 ali**********@s******************.com 5.01
Merrill Lynch Financial Advisor William L Ervin, Jr. 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx1 dav**********@m*.com
Herschel L Holloway Independent Finance and Credit Consulting, LLC 70624xxxx0
Edward Jones - Financial Advisor: Steve McClelland, AAMS™ 2030 Thomasville Rd, Tallahassee, FL 32308
85022xxxx6 a.j*********@e**********.com 4.2 5 87289 99000
Capital City Investments 304 E Tennessee St 2nd floor, Tallahassee, FL 32301
86690xxxx5 ale***********@l**.com 8
Toro Wealth Management LLC Ste B-109, 2639 N Monroe St, Tallahassee, FL 32303
85076xxxx7 adv****@t*****.com
Crystal Murphy - Morgan Stanley 3520 Thomasville Rd Ste 100, Tallahassee, FL 32309
85042xxxx7 acm***********@m************.com
Cassini Capital Management, LLC 1333 N Adams St, Tallahassee, FL 32303
85056xxxx7 533*************************************@w*****************.com
VALIC Financial Advisors Office 825 Thomasville Rd, Tallahassee, FL 32303 85029xxxx0 2 2
Capital City Investments 1828 W Tennessee St, Tallahassee, FL 32304
85040xxxx2
W.M. Durham Associates 2010-2 Raymond Diehl Rd, Tallahassee, FL 32308
85038xxxx8 ben************@w******.com 5.01
Barnes Stan 318 N Calhoun St, Tallahassee, FL 32301
85089xxxx0 eha***@b*************.com 5 12 221
Merrill Lynch Wealth Management 315 S Calhoun St, Tallahassee, Fl 32301
80063xxxx5 aas***********@m*.com
Palmer • Planells Wealth Group | Raymond James 1616 Metropolitan Circle Ste b, Tallahassee, FL
85084xxxx5 aar************@r***********.com 51
Merrill Lynch Financial Advisor Gretchen Jones 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx7 ale*********@m*.com
Jackson Financial Group 407 E 6th Ave, Tallahassee, FL 32303
85022xxxx4 joh******@j***********************.com 5 10 1150 73 1100
Canopy Roads Wealth Management 3320 Thomasville Rd, Tallahassee, FL 32308
85038xxxx0 inf*@c******************.com 5.011
Merrill Lynch Financial Advisor Brady R. Squires 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx6 ada*******@m*.com
Tyler Fall - Thrivent 2197 Victory Garden Ln, Tallahassee, FL 32301
85085xxxx3 adm**@d***********.com 5 8
The Huggins Winders Group - Stifel 3500 Financial Plaza Suite 202, Tallahassee, FL 32312
85081xxxx0 146 3
Capital City Investments 1301 Metropolitan Blvd, Tallahassee, FL 32308
85040xxxx1 8
MillCreek Financial Consultants 2425 Mill Creek Ct, Tallahassee, FL 32308
85072xxxx1 inf*@y******.com 5 3 5 33 615 40 643
Regional Property Services, Inc. 2065 Delta Way STE 2, Tallahassee, FL 32303
85089xxxx0 bil*********************@g****.com 3.6 133
First Franklin Financial Services 2100 Fleischmann Rd, Tallahassee, FL 32308
85042xxxx4 5 5
The Vedder Group 2039 Centre Pointe Blvd Suite 102, Tallahassee, FL 32308
85031xxxx3 inf*@t*************.com 5.01 375 26 382
Raymond James & Associates 2065 Thomasville Rd Ste 201, Tallahassee, FL 32308
85038xxxx8 a.-************@r***********.com 17474 18000
Wealth Management Realty 2941 Kerry Forest Pkwy, Tallahassee, FL 32309
85066xxxx0 5.04
Southern Capital 2001 Thomasville Rd b200, Tallahassee, FL 32308
85068xxxx9 inf*@m****************.com 4.25 64 2
Brian Urban, CRC® 304 E Tennessee St, Tallahassee, FL 32301
85040xxxx8 ben************@l**.com
Capital City Investments 4 E Washington St, Quincy, FL 32351
85040xxxx7 4.414 8
The Millionaire Portfolio Group 113 S Monroe St, Tallahassee, FL 32301
88835xxxx3 inf*@m********.com 5 1 5 13 1118 1200
Melissa Wright 304 E Tennessee St 3rd Floor, Tallahassee, FL 32301
85040xxxx1 a.h****@c***.com
William C. Green, CFP 2425 Mill Creek Ct, Tallahassee, FL 32308
85072xxxx1 inf*@y******.com 5 33 615 40 643
Poppell Financial Group, LLC 3116 Capital Cir NE # 6, Tallahassee, FL 32308
85066xxxx5 alb@p***************.com 5 4
Cypress Capital 738 E Park Ave, Tallahassee, FL 32301
85058xxxx7 inf*@c******.capital
Merrill Lynch Financial Advisor Michael A Tartaglia 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx8 ale*********@m*.com 5 1
Six Pillars Financial Advisors 3343 Thomasville Rd, Tallahassee, FL 32308
85041xxxx9 bgo****@s***********.com
Merrill Lynch Financial Advisor Kim Dixon 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx9 ada*******@m*.com
Avant Financial Group 259 John Knox Rd, Tallahassee, FL 32303
85038xxxx9 hea**********@f*************.com 5 1
Tallahassee Financial Advisors 3015 Shannon Lakes Dr N, Tallahassee, FL 32309
85099xxxx3 den***@t****.com
Merrill Lynch Financial Advisor Mark A Webb 1276 Metropolitan Blvd Suite 201, Tallahassee, FL 32312
85059xxxx6 aus************@m*.com
Investors Realty of Tallahassee, Inc 153 Locke St Apartment D, Tallahassee, FL 32303
85051xxxx2 inf*@i****************.com 3.8 12
Edward Jones - Financial Advisor: Don P Hartshorne II, CFP® 3325 Thomasville Rd Suite B, Tallahassee, FL 32308
85022xxxx8 a.j*********@e**********.com 5 1 87289 99000
Advisors Real Estate 2818-D Industrial Plaza Dr, Tallahassee, FL 32301
85022xxxx3 4.7 12 376981 409000
Capital City Investments 6691 Thomasville Rd #3836, Tallahassee, FL 32312
85040xxxx1 ale***********@l**.com
Steven Segura - TIAA Wealth Management Advisor 113 S Monroe St, Tallahassee, FL 32301
87726xxxx0 ste**********@t***.org