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TOP 30 Estate wealth transfer in Florida
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Pippen Jr Joseph F
Pippen Jr Joseph F is a reputable law firm located at 42725 US Highway 27 in Davenport, Florida, United States. Specializing in various areas of law, the institution is known for its dedication to providing top-notch legal services to clients. With a team of experienced lawyers, Pippen Jr Joseph F is committed to delivering expert legal advice and representation to individuals and businesses alike. Whether you are in need of assistance with a personal injury case, real estate transaction, or business dispute, you can trust Pippen Jr Joseph F to handle your legal matters with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.
Generations of Trust
Generations of Trust is a reputable law firm located at 433 76th Avenue in St. Pete Beach, Florida. With a strong focus on providing reliable legal services, our team of experienced lawyers is dedicated to building lasting relationships with our clients based on trust and integrity. Specializing in a wide range of legal matters, we aim to provide personalized solutions tailored to meet the unique needs of each individual. At Generations of Trust, you can rest assured that your legal matters are in capable hands.
Oscar E. Berlanga, P.A.
Oscar E. Berlanga, P.A. is a law firm located at 11120 North Kendall Drive, Miami, Florida, United States. Specializing in estate planning, their goal is to preserve your assets and ensure the transfer of wealth to your loved ones. With a personalized approach, they will work with you to create a plan that meets your specific needs and goals. The team at Oscar E. Berlanga, P.A. is dedicated to providing clear and understandable legal solutions to help you navigate through any confusing legal matters. By building strong relationships with their clients, they ensure that each individual receives the attention and support they deserve. When it comes to selecting an attorney for your estate planning needs, trust in Oscar E. Berlanga, P.A. to provide you with the guidance and expertise needed to secure your family's future. Visit www.PlanAhead.Law to get started on the path to success today.
AWS LAW FIRM
AWS Law Firm is a leading institution located at 2202 North Westshore Boulevard, Tampa, Florida, United States. Specializing in legal services, our pricing is fair, upfront, and transparent. With the convenience of virtual meetings, you can consult with us from the comfort of your own home through phone calls, texts, or Zoom meetings. Our services include creating powerful documents to avoid probate, establishing trusts and wills, addressing insurance needs, and facilitating wealth transfers. We also assist with the court-supervised administration of estates and provide guidance on safeguarding seniors from elder abuse.
Sherrard Law Group
Sherrard Law Group is a reputable law firm located in Stuart, Florida, United States. Our experienced team of lawyers specializes in various areas of law, including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing top-notch legal services to our clients, helping them navigate through complex legal issues with ease. Whether you are facing a legal dispute or need assistance with estate planning, our team is here to help. Contact us today at 34 Southeast 5th Street to schedule a consultation.
The Osborn Group - Morgan Stanley
The Osborn Group - Morgan Stanley is a leading financial institution located at 850 South Palafox Street in Pensacola, Florida, United States. With a strong reputation for excellence in the finance industry, The Osborn Group offers a range of services including investment management, wealth planning, and retirement solutions. Clients can trust in the expertise and experience of the team at The Osborn Group to help them achieve their financial goals and secure their financial future.
Stokes McMillan Antúnez Martinez-Lejarza P.A.
Stokes McMillan Antúnez Martinez-Lejarza P.A. is a reputable full-service Florida trusts and estates law firm located at 9130 South Dadeland Boulevard in Kendall, Florida, United States. Specializing in estate planning, the institution offers personalized advice to help clients transfer wealth to future generations while minimizing taxes, risk of loss, and family disputes. With a team of experienced professionals, including litigators, tax experts, and trusts and estates specialists, the firm represents individuals, banks, and trust companies in trust and estate matters, both contested and uncontested. Stokes McMillan Antúnez Martinez-Lejarza P.A. welcomes clients to discuss their estate planning needs, qualifications, staffing approaches, and fee structures.
Merrill Lynch Financial Advisor Heather Weber
Merrill Lynch Financial Advisor Heather Weber is a distinguished institution located at 601 Cleveland Street, Clearwater, Florida, United States. Heather Weber, CPWA®, CRPS™, is a Wealth Management Advisor and Managing Director with extensive experience in the financial services industry. She specializes in wealth management for executives of public companies, privately-held business owners, and lottery winners, offering services such as risk management strategies, corporate relocation home financing, professional asset management, retirement, and estate planning. Heather has received prestigious recognitions from Barron's, showcasing her commitment to exemplary client service. As part of Merrill Lynch Wealth Management, Heather and her team focus on building strong client relationships based on trust and personalized service. They work closely with clients to create personalized financial plans tailored to their goals and priorities, with a focus on helping clients achieve their financial objectives. With access to the global resources of Merrill, Heather and her team are dedicated to helping clients navigate the complexities of the financial markets and make informed decisions to reach their financial goals. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed about investment opportunities, Heather Weber and her team are committed to helping clients achieve their financial aspirations.
The Forsman Group - Morgan Stanley
The Forsman Group - Morgan Stanley is a renowned finance institution located at 150 2nd Avenue North in St. Petersburg, Florida, United States. With a strong reputation for excellence in financial services, The Forsman Group - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, The Forsman Group - Morgan Stanley is dedicated to helping you succeed.
The Walters Group - Morgan Stanley
The Walters Group, a division of Morgan Stanley, is a leading finance institution located at 4890 West Kennedy Boulevard in Tampa, Florida, United States. Specializing in investment management, wealth planning, and financial advisory services, The Walters Group strives to provide personalized and comprehensive financial solutions to individuals, families, and businesses. With a team of experienced professionals and a commitment to excellence, The Walters Group is dedicated to helping clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Andres Mesa
Merrill Lynch Financial Advisor Andres Mesa, located at 701 Brickell Avenue in Miami, Florida, offers a wide array of financial and investment services tailored to meet your specific needs. With over 24 years of experience in investment management, Andres provides wealth management and investment planning services to help clients simplify their financial lives and achieve their various goals, including estate planning, tax minimization, wealth transfer, and retirement income strategies. Andres holds a Certified Private Wealth Advisor® designation and a Retirement Manager Advisor® designation from the Investments & Wealth Institute™ (The Institute), and has completed executive studies at the University Of Chicago Booth School Of Management. He believes in building strong relationships with clients based on communication, collaboration, trust, and knowledge, and focuses on providing exceptional care and service. As a Merrill advisor, Andres offers personalized financial strategies that evolve with your changing goals and priorities, ensuring that you stay on track to achieve what matters most to you. With access to the investment insights of Merrill and the lending capabilities of Bank of America, he can help you address virtually every financial challenge you may face. Let Andres Mesa help you navigate the complexities of your financial life and build a customized investment approach to pursue your goals.
MAI Capital Management
MAI Capital Management is a premier finance institution located at 820 Florida A1A in Ponte Vedra Beach, Florida, United States. With a reputation for excellence in financial management, MAI Capital Management offers a range of services to help clients achieve their financial goals. From investment planning to wealth management, our team of experts is dedicated to providing personalized solutions tailored to each client's unique needs. Trust MAI Capital Management to guide you towards financial success and security.
Regal Financial Group
Regal Financial Group is a reputable finance institution located at 13665 Dornoch Drive in Orlando, Florida, United States. With a focus on providing top-notch financial services, Regal Financial Group offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Regal Financial Group is here to help. Trust in Regal Financial Group for all your financial needs.
Merrill Lynch Financial Advisor Joshua R Feigelman
Merrill Lynch Financial Advisor Joshua R Feigelman, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution begins each relationship with a conversation to understand the unique priorities of each individual or family. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can tailor a financial approach to align with the client's values and objectives. The institution offers a range of potential solutions, premier customer service, and financial tools based on each client's circumstances. Whether clients are planning for retirement, education expenses, wealth transfer, or other goals, Merrill Lynch works to develop a customized plan to help manage, grow, and preserve wealth for the long term.
Merrill Lynch Financial Advisor David R Feigelman
important to you. Our team at Merrill Lynch Financial Advisor David R Feigelman is dedicated to providing personalized financial solutions tailored to your unique needs and goals. Located in Boca Raton, Florida, we prioritize building strong client relationships based on trust and exceptional service. Through in-depth conversations, we work with you to identify and prioritize your financial goals, whether it's planning for retirement, transferring wealth to future generations, or pursuing your passions. Using the Investment Personality Assessment, we gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
The Sawyer Group - Morgan Stanley
The Sawyer Group - Morgan Stanley is a renowned finance institution located at 200 South Biscayne Boulevard in Miami, Florida, United States. With a strong reputation for excellence in financial services, The Sawyer Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Their team of experienced professionals provides personalized advice and tailored strategies to help individuals and businesses achieve their financial goals. Whether you are looking to grow your assets, plan for retirement, or manage your portfolio, The Sawyer Group - Morgan Stanley is dedicated to providing top-notch service and expertise.
Hope Duryea - Financial Advisor, Ameriprise Financial Services, LLC
Hope Duryea is a Financial Advisor at Ameriprise Financial Services, LLC located at 5089 Commercial Way, Spring Hill, Florida, United States. She holds various certifications such as AAMS™, APMA™, AWMA℠, AIF®, and more, showcasing her expertise in asset management, investment strategies, estate planning, and retirement planning. Hope is also an Accredited Domestic Partnership Advisor™ and a Certified Divorce Financial Analyst, specializing in wealth transfers and financial planning for domestic partners and individuals going through divorce. With a commitment to ethical practices and continued education, Hope Duryea is dedicated to providing personalized financial advice and solutions to her clients.
EQUES LAW PA
Eques Law P.A. is a boutique law firm located in Wellington, Florida, offering services in accounting, finance, and legal matters. Specializing in risk analysis, tax planning, real estate, and business transactions, Eques Law P.A. caters to high net worth individuals, businesses, and tax-exempt organizations. With a global network of specialists, the firm provides 24/7 concierge service to help clients achieve their wealth management and business objectives. The Private Client Services Group focuses on estate and wealth transfer planning, while the Corporate Client Services Group offers legal support for all phases of the business life cycle. Additionally, the Legal Plan Group provides member-based organizations with preventative legal services plans. With a combination of big corporate experience and a boutique firm approach, Eques Law P.A. offers fully integrated services to meet the diverse needs of its clients. Visit them at 12161 Ken Adams Way, Suite 213, Wellington, FL, 33414.
Brandon R Jorge - Financial Advisor, Ameriprise Financial Services, LLC
Brandon R Jorge is a Financial Advisor at Ameriprise Financial Services, LLC located at 256 North Kentucky Avenue in Lakeland, Florida, United States. Brandon holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brandon's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, financial planning, investment analysis, and more. As a Certified Military Financial Advisor®, Brandon is also trained to serve veterans and active duty personnel. With a strong commitment to ethical standards and ongoing education, Brandon provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
Merrill Lynch Financial Advisor Linda Cliborne
Merrill Lynch Financial Advisor Linda Cliborne, located at 601 Cleveland Street in Clearwater, Florida, offers personalized financial advice and guidance to individuals, families, and businesses. The team at Cliborne Winkler & Associates believes in building strong client relationships through teamwork and client involvement, utilizing the global resources of Merrill Lynch. Their goal is to be your primary source for financial planning, helping you achieve outcomes that are personally meaningful. The experienced advisors at Merrill understand that communication is key in managing life's challenges, and they can work with you and your family to make informed financial decisions. With a focus on behavioral finance, Merrill offers an Investment Personality Assessment to customize financial approaches tailored to your goals. The team is committed to helping you pursue your goals through thoughtful investment guidance and a transparent approach. Recognized by industry publications, Merrill advisors strive to provide exemplary client service and personalized investment strategies. Whether you are planning for retirement, wealth transfer, or philanthropic solutions, Merrill Lynch Financial Advisor Linda Cliborne and her team are dedicated to helping you achieve your financial goals.
Fifth Third Preferred - John Flanagan
Fifth Third Preferred - John Flanagan is a financial institution located at 12360 Indian Rocks Road in Largo, Florida, United States. As a preferred banking service provider, we offer personalized financial solutions and dedicated customer service to meet the unique needs of our clients. Whether you are looking for wealth management, investment advice, or banking services, our team of experienced professionals led by John Flanagan is here to help you achieve your financial goals. Visit us today to experience the Fifth Third Preferred difference.
Anthony Russo - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Russo is a Financial Advisor at Ameriprise Financial Services, LLC located at 2605 Enterprise Road East, Clearwater, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. His expertise includes asset management, wealth transfers, retirement planning, estate planning, investment strategies, and financial planning for special needs families and military personnel. With a commitment to ethics and continuing education, Anthony Russo provides comprehensive financial advice and services to his clients.
Henry Edwin Sly - Associate Financial Advisor, Ameriprise Financial Services, LLC
Henry Edwin Sly is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 2605 Enterprise Road East, Clearwater, Florida, United States. Henry holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Henry's expertise in asset management, retirement planning, estate planning, investment management, and financial planning. Henry is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with wealth transfers, federal taxation, risk management, or investment opportunities, Henry Edwin Sly is dedicated to helping you achieve your financial goals.
Stephen Overton - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Overton is a Financial Advisor at Ameriprise Financial Services, LLC located at 4030 West Boy Scout Boulevard in Tampa, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. Stephen is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and and high net worth clients. He is committed to helping clients make better decisions throughout the financial planning process. Whether you need help with investment opportunities, estate planning, insurance products, or retirement planning, Stephen Overton is your go-to finance professional.
Merrill Lynch Financial Advisor Matthew J Kotuby
Merrill Lynch Financial Advisor Matthew J Kotuby is a finance institution located at 6311 Atrium Drive in Lakewood Ranch, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They specialize in one-on-one conversations to get to know you and your family's aspirations for the future. Their advisors have been recognized by esteemed financial industry publications and Bank of America Corporation for their exceptional client service. Matthew J Kotuby, a CERTIFIED FINANCIAL PLANNERTM professional, focuses on helping clients with financial objectives, retirement planning, and estate planning services. The team at Merrill Lynch is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. With a focus on education and continuous improvement, Matthew Kotuby has also obtained the designation of Chartered Financial Consultant. Whether you are looking to grow, preserve, or transfer wealth, the team at Merrill Lynch is dedicated to helping you achieve your financial goals at every stage of your life. Contact them today to start planning for your financial future.
Chris M Sankey - Branch Manager, Ameriprise Financial Services, LLC
Chris M Sankey is the Branch Manager at Ameriprise Financial Services, LLC located at 4030 West Boy Scout Boulevard in Tampa, Florida, United States. As a finance institution, Chris M Sankey offers a variety of services and certifications to meet the needs of individuals looking to manage their assets and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Chris M Sankey is equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, risk management, and more. The team at Ameriprise Financial Services, LLC is dedicated to helping clients make informed decisions and achieve their financial goals.
Merrill Lynch Financial Advisor John A Franz
Located at 6311 Atrium Drive in Lakewood Ranch, Florida, Merrill Lynch Financial Advisor John A Franz offers personalized finance services to high net worth individuals, families, business owners, and institutions. With a focus on customized strategies and liability management, the Franz Wealth Management Group provides a boutique experience with the resources of a global institution. The team evaluates client concerns and priorities before designing well-diversified portfolios that prioritize risk management and capital preservation. Services include retirement planning, risk management, tax-minimization strategies, and wealth transfer strategies. The team collaborates with tax advisors and estate planning attorneys to create tailored solutions for each client. With a commitment to helping clients achieve their financial goals, Merrill Lynch Wealth Management Advisors provide personalized investment approaches that reflect individual needs and priorities. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is dedicated to helping clients navigate the complexities of their financial lives.
Legacy Foundation at Shell Point
The Legacy Foundation at Shell Point, located at 15010 Shell Point Boulevard in Fort Myers, Florida, is a specialized non-profit organization dedicated to providing financial and wealth planning concierge services exclusively for residents of Shell Point. The Legacy Family Service offers a complimentary review of estate plans and advance directives, wealth transfer planning, financial services, educational workshops, and referrals to trusted legal, financial, and tax professionals. The institution believes in helping individuals leave a lasting legacy that reflects their values, faith, relationships, and resources. Consultation with qualified advisors is recommended before making any decisions, as the institution prioritizes client confidentiality and data security.
Merrill Lynch Financial Advisor Jennifer Callari Conner
Merrill Lynch Financial Advisor Jennifer Callari Conner is a finance institution located at 13250 University Center Boulevard in Fort Myers, Florida, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Callari Group team offers a customized financial strategy that puts clients at the center of the planning process, focusing on personal goals such as education funding, retirement planning, and wealth preservation. With access to global investing capabilities and banking solutions, the team helps clients identify and prioritize their financial goals. Through a personalized approach, the team works closely with clients to develop a financial strategy aligned with their individual needs and aspirations. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping them achieve their financial goals at every stage of life. By utilizing tools such as the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences and goals. With years of experience and insight into market fluctuations, the team can develop a personalized investment strategy designed to pursue clients' lifestyle goals, taking into account their risk tolerance and financial objectives. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve what matters most to them. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, the team is committed to helping clients achieve their financial goals.
Robert A Caldwell - Financial Advisor, Ameriprise Financial Services, LLC
Robert A. Caldwell is a financial advisor at Ameriprise Financial Services, LLC located at 9015 Strada Stell Court in Naples, Florida, United States. Robert holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert's expertise in various areas of financial planning and asset management, including wealth transfers, retirement planning, estate planning, investment strategies, and more. As a Certified Military Financial Advisor®, Robert is also trained to serve veterans and active duty military personnel.
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