Business List: Wealth Management in Port Saint Lucie, FL

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Craig Jeffries Wealth Management Group, LLC 1055 SE Ocean Blvd, Stuart, FL 34996
77221xxxx1 ash*************@j*******.com 5 3
A. Geoffrey Wade Financial Services 5476 NW Culver Ct, Port St. Lucie, FL 34986
77222xxxx7 awa**@a*****************.com
Christopher & Becker Private Wealth Advisors - Ameriprise Financial Services, LLC 301 SW Albany Ave, Stuart, FL 34994
77228xxxx1 dns*****@a***.com 5.05
Frank Navarro - TD Wealth Financial Advisor 1660 SW St Lucie West Blvd, Lucie, FL 34986
77230xxxx7 abc*******@t*.com 844783 6734 850000
Michelle Fleming, REALTOR® 1680 St Lucie W Blvd Ste 204, Port St. Lucie, FL 34986
77247xxxx7 fil***@g******.com 5 21 399 10 765
Davies Wealth Management 684 SE Monterey Rd, Stuart, FL 34994
77221xxxx1 aal******@t*******.net 5 14
Sailfish Wealth Management-Michael Dadko of Janney Montgomery Scott 309 SE Osceola Street, Suite 207 - 208, Stuart, FL 34994
77221xxxx6 acr*******@j*****.com 1672 1800
King Tide Advisors
77223xxxx2 rcu****@k***************.com 5 7
IWM Group 540 NW University Blvd STE 101, Port St. Lucie, FL 34986
77234xxxx0 d*n*@i*******.com 5 1
Copperleafe Wealth Management 3500 SW Corporate Pkwy #201, Palm City, FL 34990 77267xxxx3
Jeff Christopher - Private Wealth Advisor, Ameriprise Financial Services, LLC 301 SW Albany Ave, Stuart, FL 34994
77228xxxx1 dns*****@a***.com 4 4
VP Enterprises 600 SW Darwin Blvd #101b, Port St. Lucie, FL 34953
83387xxxx9 lda*******@v*****.com 5 20 342 31
Level Four Financial 33 SW Flagler Ave, Stuart, Fl 34994
77228xxxx6 aha***@l*****************.com 259
LMK Wealth Management 789 SW Federal Hwy #207, Stuart, FL 34994
77228xxxx3 asn****@l********.com 3.02
Morgan Stanley 729 SW Federal Hwy Ste 300, Stuart, FL 34994
77228xxxx0 int**********@m************.com
The McGovern Wealth Management Group 789 SW Federal Hwy Suite 102, Stuart, FL 34994
77240xxxx2 rbc*********@r**.com 5.01 12393 14000
Bessemer Trust Private Wealth Management Stuart FL 1002 SE Monterey Commons Boulevard, Suite 101, Stuart, FL 34996
77232xxxx0 bes********************@a*********.email
Edward Jones - Financial Advisor: Ryan Iosco, AAMS™ 2100 SE Ocean Blvd, Suite 101, Stuart, FL 34996
77228xxxx6 a.j*********@e**********.com 4 86791 98000
KPS Wealth Management 2100 SE Hillmoor Dr, Port St. Lucie, FL 34952
77239xxxx3 5 3
Campbell Property Management - Port St. Lucie 525 NW Lake Whitney Pl STE 202, Port St. Lucie, FL 34986
77221xxxx5 aar*********@c*************************.com 4.7 224 772 37
Pashke Consulting 1547 SW Mockingbird Cir, Port St. Lucie, FL 34986 56140xxxx2
Donner's Financial Services, Inc.
77235xxxx4 w.d*****@s********.net
Edward Jones - Financial Advisor: Brandon Santillo, AAMS™ 10811 SW Tradition Sq, Port Saint Lucie, FL 34987
77221xxxx1 a.j*********@e**********.com 138 3
Victrix Investment Advisors 823 SE Osceola St, Stuart, FL 34994
77232xxxx8 jam*@v************************.com 5 1
Searchlight Wealth Management of Raymond James 309 SE Osceola St Ste 300, Stuart, FL 34994
77222xxxx4 aar************@r***********.com 17458 18000
Bevan Wealth Management 903 SE Ocean Blvd, Stuart, Fl 34994 77240xxxx1
OneMain Financial 1393 NW Saint Lucie West Blvd, Port St. Lucie, FL 34986 77234xxxx3 3.8 79
Luongo Wealth Management 2211 NW Federal Highway Unit 1402 Unit 1402, Stuart, FL 34994
73233xxxx1 a.b************@l**.com
Pw Tax Solutions 217 NW St James Dr, Port St. Lucie, FL 34983
95493xxxx0 d72*************************************@w*****************.com 5 20
Edward Jones - Financial Advisor: Steve Connell, CRPC™ 1315 St Lucie W Blvd, Port St. Lucie, FL 34986
77234xxxx7 a.j*********@e**********.com 4 1 244
Edward Jones - Financial Advisor: Matthew Billitti, CFP® 7043 S U.S. Hwy 1 #203, Port St. Lucie, FL 34952
77280xxxx6 a.j*********@e**********.com 86791 98000
UBS Financial Services Inc. 712 SE Ocean Blvd Ground Floor, Stuart, FL 34994
77228xxxx1 abc*******@u**.com 4.8 4
The Real Financial Group 2400 SE Federal Hwy Suite 210, Stuart, FL 34994 77220xxxx4 5 12
Luongo Wealth Management 2941 SW Goldenglow Dr, Palm City, FL 34990
73233xxxx1 jam*********@l**.com
The Economic Investment Firm
77224xxxx7 exa****@m***.com 5 62
The Lightship Wealth Management Group - Ubs Financial Services Inc. 712 SE Ocean Boulevard Ground Floor, Stuart, Fl 34994
77222xxxx7 aar*******@u**.com 229894 242000
Yvette Morris Accounting & Tax Services INC. 105, 439 SE Port St Lucie Blvd, Port St. Lucie, FL 34984 77298xxxx0 4.8 16
Frank Navarro - TD Wealth Financial Advisor 989 SE Federal Hwy, Stuart, FL 34994
77230xxxx7 dns*****@t*****.ca 844783 6734 850000
Golden River Capital 10380 SW Village Center Dr, Port St. Lucie, FL 34987 77234xxxx5
Bankers Life 1100 SW St Lucie W Blvd Ste 201, Port St. Lucie, FL 34986
77220xxxx0 blr******@b**********.com 3.9 8 4 15 3
Level Four Wealth Management 2112 S US Hwy 1 #201, Fort Pierce, FL 34950
77246xxxx1 bpi****@l****************.com 5 1 259
Stuart Financial Insurance and Investments 1801 S Kanner Hwy, Stuart, FL 34994
77246xxxx1 car**@s**************.com 5 1
A Plus Property Management Inc 944 SW Bayshore Blvd, Port St. Lucie, FL 34983
77266xxxx4 aj@a*********.com 3.7 3 185 15 213
Elevation Healthcare & Financial Consulting Firm 9700 Reserve Blvd, Port St. Lucie, FL 34986
77241xxxx7 asa**@e***********.com
J.p. Morgan Wealth Management Port St Lucie Gatlin 1710 SW Gatlin Blvd, Port St Lucie, Fl 34953 77220xxxx9
HBKS Wealth Advisors 1000 SE Monterey Commons Blvd STE 101, Stuart, FL 34996
77228xxxx0 all*******@h*********.com 5 1 284 45 300
Cummings Wealth Management 759 SW Federal Highway Ste 212, Stuart, FL 34994
77222xxxx0 deb***@c*************.net 524 524
Meridian Wealth Management 309 SE Osceola St Ste 205, Stuart, Fl 34994
90822xxxx7 a.l@m*************.com 4 91
Atlantic Wealth Management Group - UBS Financial Services Inc. 712 South SE Ocean Blvd Ground Floor, Stuart, FL 34994
77222xxxx2 abc*******@u**.com 4.84
Baird Private Wealth Management 819 SW Federal Hwy Ste 102, Stuart, FL 34994
77246xxxx0 ccl*****@r******.com 8142 940 8600
WH Financial Services Inc 850 NW Federal Hwy #152, Stuart, FL 34994
77223xxxx7 bi**@w**********.net 4.2 5 80 3 80
Investment Planning Group 740 SE Indian St, Stuart, FL 34997
77223xxxx5 j-d**@p******.com 5 3 675 610
Integritt Wealth Management, LLC 50 SE Ocean Blvd STE 204, Stuart, FL 34994
77226xxxx0 joh*@i********.com 5.01
Medalist Wealth Management Group - Ubs Financial Services Inc. 712 SE Ocean Boulevard Ground Floor, Stuart, Fl 34994 77222xxxx9
Axa Advisors: Soricelli Alfred 145 NW Central Park Plaza STE 107, Port St. Lucie, FL 34986
77287xxxx1 al@p**********.com 51789 19 52000
David Lum - Raymond James 309 SE Osceola St Ste 300, Stuart, FL 34994
77222xxxx4 aar************@r***********.com 5 7 17458 18000
Management Specialists 2355 SE Seafury Ln, Port St. Lucie, FL 34952
77238xxxx1 amb**@m******.com 4.2 29
FirstService Residential Port St. Lucie 543 NW Lake Whitney Pl #101, Port St. Lucie, FL 34986
87727xxxx8 aab********@f************.com 4.3 69
Southern Magnolia Investment Management 1426 SE Merion Ct, Port St. Lucie, FL 34952 77267xxxx0 5 8
Motiv8 Advisors 542 NW University Blvd, Port St. Lucie, FL 34986
87776xxxx8 ann******@m*************.com 5 1 183
Tax Shoppe of SLC Inc 932 SW Bayshore Blvd, Port St. Lucie, FL 34983
77287xxxx5 csr@t***********.com 4.7 180 4.6 221 2746 1525 2900
T&C INSURANCE AND FINANCIAL GROUP LLC 3239 SW Port St Lucie Blvd, Port St. Lucie, FL 34953
77241xxxx4 tcc************@g****.com 5 6 15
Fogel Capital Management 453 SE Riverside Dr, Stuart, FL 34994
77222xxxx6 bla***@f***********.com 5 2 4.7 17 507 572
Edward Jones - Financial Advisor: Tim McManus, AAMS™ 201 SW Port St Lucie Blvd #204, Port St. Lucie, FL 34984
77221xxxx6 a.j*********@e**********.com 82136 92086
Grand Life Financial Advisors & Financial Planners 1 SE Ocean Blvd Suite 114, Stuart, FL 34994
77229xxxx2 hel**@g******.com 5 3
Business Accounting & Tax Professionals, Inc. 5833 NW Gillespie Ave, Port St. Lucie, FL 34986 77287xxxx6 5 18
The Terrio Group 542 NW University Blvd # 102, Port St. Lucie, FL 34986
77280xxxx8 bai***@t*************.com 5 4
Gornitzky Sage Wealth Management 850 NW Federal Hwy # 235, Stuart, FL 34994
77226xxxx4 use*@d*****.com 5.01
Watson Association Management (formerly Pinnacle) 430 NW Lake Whitney Pl, Port St. Lucie, FL 34986
77287xxxx4 cam****@w***************.com 3.3 23 535 15 559
Strategic Retirement Group 515 SW Camden Ave, Stuart, FL 34994
77278xxxx0 bak*@m****.net 5 2
Carr, Riggs & Ingram CPAs and Advisors 33 SW Flagler Ave, Stuart, FL 34994
77228xxxx6 aah**@c*****.com 4.1 9
Bank of America (with Drive-thru ATM) 1601 St Lucie W Blvd, Port St. Lucie, FL 34986
77234xxxx7 and*********@b***.com 2 108
Mark Valinote - Thrivent 1860 SW Fountainview Blvd #100, Port St. Lucie, FL 34986 77223xxxx3 5 1
OTIK CONSULTING FIRM LLC 11582 SW Village Pkwy Unit #167, Port St. Lucie, FL 34987 40799xxxx3 5 6
Edward Jones 1315 St Lucie W Blvd, Port St. Lucie, FL 34986
a.j*********@e**********.com 81454 91197
Kps Wealth Management 2100 SE Hillmoor Dr Ste 105, Port Saint Lucie, FL 34952 77239xxxx3 adm**@k********.com 5 3
Katherine McGovern - RBC Wealth Management Financial Advisor 789 SW Federal Hwy Suite 102, Stuart, FL 34994
77240xxxx9 5.01
Salt Mines Advisors
77242xxxx1 inf*@s****************.com
G2 Property Management Specialists 11582 SW Village Pkwy #1101, Port St. Lucie, FL 34987
77220xxxx0 dou*******@g****.com 1 1
Swift.CPA 1860 SW Fountainview Blvd SUITE 111, Port St. Lucie, FL 34986
77220xxxx5 sup****@s****.cpa 5 7
Gordon Nearing - RBC Wealth Management Financial Advisor 789 SW Federal Hwy Suite 102, Stuart, FL 34994
77240xxxx5 wms**********@r**.com 5.03 12393 14000
BShynaz Legacy LLC
97387xxxx7 aak***@l*****.ee 5 35
Security First Financial LLC 12334 SW Sunset Lake Lane, Port St. Lucie, FL 34987
73221xxxx6 sec**************@g****.com 5 1
Ted Sarantos - TD Wealth Financial Advisor 8000 South US #1, Port St Lucie, FL 34952
77253xxxx7 ann*************@t*.com 844783 6734 850000
Pharus 1859 SE Port St Lucie Blvd, Port St. Lucie, FL 34952 77222xxxx4 5 2
Harmon Tax Resolution, LLC (ESQ-CPA-EA) 3268 SW Hambrick St, Port St. Lucie, FL 34953
77241xxxx9 wi**@h***************.net 5 40
Xecutive Drive LLC 584 NW University Blvd STE 710, Port St. Lucie, FL 34986
88833xxxx6 adm**@x*************.com 5 58 121
Ralicki Wealth Management & Trust Services 1235 SE Indian St STE 102, Stuart, FL 34997
77222xxxx8 ale*@r********.com 3 2
Edward Jones - Financial Advisor: Bob Metz Jr, AAMS™|CRPC™ 832 SE Becker Rd, Port St. Lucie, FL 34984
77230xxxx5 a.j*********@e**********.com 5 5 86791 98000
Ted Sarantos - TD Wealth Financial Advisor 1660 SW St. Lucie West Boulevard, Port St. Lucie, FL 34986
77253xxxx7 ann*************@t*.com 844783 6734 850000
The Saelzer Atlas Wealth Management Group of Raymond James 309 SE Osceola St Ste 300, Stuart, FL 34994
77222xxxx4 aar************@r***********.com 5.01
Chandler Wealth Management 11810 SE Dixie Hwy Suite 102, Hobe Sound, FL 33455
85566xxxx2 cra**@c*********.com 1 1
Nearing & Dallas Wealth Management Group 789 SW Federal Hwy Suite 102, Stuart, FL 34994
77240xxxx5 5.07
Real Estate Solutions Today, Inc 466 SW Port St Lucie Blvd Suite 109, Port St. Lucie, FL 34953
77223xxxx5 aar****@r*******.net 4.7 44
Financial Independence, LLC
73224xxxx7 fin*********************@g****.com 5 5 5 7 759 768
Integrated Wealth Management Group 540 NW University Blvd Ste 101, Port Saint Lucie, FL 34986
77234xxxx0 d*n*@i*******.com 7
Kakoyannis-Morgan Wealth Management - UBS Financial Services Inc. 712 South East Ocean Boulevard, Ground Floor, Stuart, FL 34994
77222xxxx0
Price Wealth Management 309 SE Osceola St #105, Stuart, FL 34994 77288xxxx7 5.01
Mindie Molina 2081 SE Ocean Blvd, Stuart, FL 34996
77224xxxx0 5 13
Merrill Lynch Financial Advisor Rick Walesch 2301 SE Monterey Rd Ste 1, Stuart, FL 34996
77222xxxx9 bri************@b***.com
WF Taxes & More 508 SW Port St Lucie Blvd, Port St. Lucie, FL 34953 77287xxxx0 4.8 33
Best Life Solutions 5475 NW St James Dr #419, Port St. Lucie, FL 34983
77278xxxx9 inf*@b******************.com 5 10
Peak Capital Management 750 SE Indian St, Stuart, FL 34997
77233xxxx2 car**@p********************.net 5 1 718
Affinity Invest Properties 10380 SW Village Center Dr #125, Port St. Lucie, FL 34987
77244xxxx3 f3e*************************************@w*****************.com
Real Property Management Dynamic 1860 SW Fountainview Blvd #100, Port St. Lucie, FL 34986
77225xxxx9 5 15 4 38
Davenport Wealth Management LLC 3725 SE Ocean Blvd, Stuart, FL 34996
77291xxxx0 dal*@d**************.com
Merrill Lynch Wealth Management 2301 SE Monterey Rd #1, Stuart, FL 34996
77222xxxx0 ale*********@m*.com 4 4
Peter Avonda - Raymond James 309 SE Osceola St Ste 300, Stuart, FL 34994
77222xxxx4 5 3
Teach Wealth Management 4781 SW Parkgate Blvd, Palm City, FL 34990
77241xxxx8
Gornitzky Sage Wealth Management 850 NW Federal Hwy Ste 177, Stuart, FL 34994
56182xxxx6 use*@d*****.com
Bridge Financial - Accounting & Financial Planning 119 SW 6th St, Stuart, FL 34994
77241xxxx8 ada*******@c*******.com 5 330
William G. Pembroke CPA, P.A. 8517 S U.S. Hwy 1, Port St. Lucie, FL 34952
77233xxxx1 inf*@w******************.com 4.9 7
Keaney Financial Services Corp. 759 SW Federal Hwy #326, Stuart, FL 34994
77228xxxx9 eke****@k********.com 5 5
Terrio Group 2104 SE Rays Way, Stuart, FL 34994
77280xxxx8 bai***@t*************.com 5 2
Rjl Wealth Management LLC 900 SE Ocean Blvd, Stuart, FL 34994 77260xxxx7
Upton Financial
77227xxxx8 inf*@u**************.com