Financial advisors in Ponte Vedra Beach, FL

56 match · page 2 of 2

Kelly Bomar
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Kendall Park
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Cordova Celleri
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Delvalle
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
CFP®Verified
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Kirk Gravelle
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Liesl Savage
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Madeleine Rose
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Olsen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maximilian Neumayer
Financial advisor at Formation Wealth Management
Formation Wealth Management · $41.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melissa Churchwell
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Beaulieu
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Hayward
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michelle Ash
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nassim Elias
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Neil Hughes
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Franskousky
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Ryan Ashley
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Snider
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Guldi
Financial advisor at B&C Financial Advisors
B&C Financial Advisors · $626M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Van Wie
Financial advisor at Strivus Wealth Partners LLC
Strivus Wealth Partners LLC · $159.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Shaw
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Dauchy
Financial advisor at Atlas Private Wealth Advisors
Atlas Private Wealth Advisors · $859.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Harkness
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ulrike Bittenbinder
Financial advisor at Sapphire Wealth Consulting, Inc.
Sapphire Wealth Consulting, Inc. · $51.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wesley Thomas
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Hardegree
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Ponte Vedra Beach, FL

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Ponte Vedra Beach, FL.

How this list works

Before you hire an advisor in Ponte Vedra Beach, FL