Financial advisors in Windermere, FL

31 match · page 1 of 2

Kevin Collignon
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Kyle Wassmann
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Pollaci
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Andres Ortiz
Financial advisor at Iq Portfolios
Iq Portfolios · $42.1M AUM
VerifiedFinancial planning
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Beth Fleming-Brown
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Bryan Beloff
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Carolyn Reynolds
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Cesar Otero
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Christopher Palermo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Felipe Mardakis
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Ian Manahan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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James Lee
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Jane Brockway
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jeffrey Sullivan
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
VerifiedFinancial planning
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Kristi Glover
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Luke Collignon
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Marc Decuffa
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Meryem Messaoudi Moussi
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
VerifiedFinancial planning
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Peter Chamberlain
Financial advisor at Brc Management LLC
Brc Management LLC · $89.6M AUM
VerifiedFinancial planning
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Peterson Cenerino
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Philip Schmitt
Financial advisor at Koss-Olinger Consulting, LLC.
Koss-Olinger Consulting, LLC. · $2.23B AUM
VerifiedFinancial planning
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Pietro Galina
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Rafael Junqueira Nani
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Raquel Schiavon
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
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Rebecca True
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Robert Wilson
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
VerifiedFinancial planning
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Samantha Philip
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Terald Shaw
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Tulio Barbosa Ribeiro
Financial advisor at Proxy Wealth Advisors LLC
Proxy Wealth Advisors LLC · $83.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Witman
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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 Windermere, 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 Windermere, FL.

How this list works

Before you hire an advisor in Windermere, FL