The 30 Best Investment analysts in Florida

Magy Marcos LLC is a financial institution located at 361 15th Street Southwest in Naples, Florida, United States. Specializing in finance, Magy Marcos LLC offers a range of services to help individuals and businesses manage their financial needs. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Magy Marcos LLC is dedicated to providing top-notch financial services to meet your needs.

Merrill Lynch Wealth Management, located at 45 Eglin Parkway Northeast in Fort Walton Beach, Florida, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client satisfaction and community involvement, supporting local charities and organizations. Merrill Lynch advisors are dedicated to understanding each client's goals and creating tailored financial strategies to help them achieve long-term objectives. With access to industry analysts and specialists, clients can trust in the expertise and resources of Merrill Lynch Wealth Management.

Cowen and Company is a renowned accounting and finance institution located at 2050 West County Highway 30A in Santa Rosa Beach, Florida, United States. With a reputation for excellence and expertise in the financial industry, Cowen and Company offers a wide range of services to clients, including investment banking, equity research, and asset management. Their team of professionals is dedicated to providing top-notch financial advice and solutions to help their clients achieve their financial goals. Whether you are an individual investor or a large corporation, Cowen and Company is committed to helping you navigate the complex world of finance with confidence and success.

Lentz-Dodd Financial Group is a comprehensive financial institution located at 2550 Southwest 76th Street in Gainesville, Florida, United States. We offer a range of services including ATM access, finance solutions, and insurance agency services. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit us today to learn more about how Lentz-Dodd Financial Group can assist you with all your financial needs.

MY POWER ENTERPRISES LLC is a business located at 3001 West Silver Springs Boulevard in Ocala, Florida. Our institution believes that the dream begins in your heart and is nurtured at Power Enterprises. We are dedicated to helping our clients turn their dreams and goals into reality, offering impartial advice, practical assistance, and a special focus on start-ups and solo-preneur firms. At Power Enterprises, we provide our clients with the tools, techniques, and hands-on assistance needed to achieve marketing and management goals that lead to measurable growth and sustainable returns on investment. Whether you are just starting out or looking to restructure, we are here to support you every step of the way.

Clear Horizon Wealth Advisors is an Ameriprise Private Wealth Practice located at 4927 Southfork Drive in Lakeland, Florida, United States. The institution offers a range of financial services and expertise, including 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®. These certifications demonstrate the institution's commitment to providing comprehensive and specialized financial planning services to individuals and businesses. With a focus on asset management, estate planning, retirement planning, and investment strategies, Clear Horizon Wealth Advisors is dedicated to helping clients achieve their financial goals.

LaPorte Financial LLC is a reputable finance institution located at 2 West Oakland Avenue in Oakland, Florida, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or financial consulting, LaPorte Financial LLC is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Manish Mehta, CFA, CFP - UBS Financial Services Inc. is a reputable finance institution located at 201 North New York Avenue in Winter Park, Florida, United States. Specializing in financial services, the institution is led by Manish Mehta, a Certified Financial Analyst and Certified Financial Planner. With a focus on providing expert financial guidance and investment solutions, clients can trust in the knowledge and expertise of the team at UBS Financial Services Inc. to help them achieve their financial goals. Whether you are looking for retirement planning, investment management, or wealth preservation strategies, Manish Mehta and his team are dedicated to providing top-notch financial services tailored to your specific needs.

Raymond James Financial Services is a leading finance institution located at 6500 Central Avenue in St. Petersburg, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to its clients. From retirement planning to portfolio management, their team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Raymond James Financial Services is committed to providing personalized and professional financial guidance.

Raymond James is a well-established finance institution located at 4900 Manatee Avenue West in Bradenton, Florida, United States. With a strong reputation for providing top-quality financial services, Raymond James offers a wide range of investment options and financial planning solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Raymond James is committed to providing personalized guidance and expert advice every step of the way.

Merrill Lynch Wealth Management, located at 1401 Manatee Avenue West in Bradenton, Florida, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are equipped to navigate both rising and turbulent markets, helping clients address their wealth planning challenges and opportunities. The wealth planning process at this branch begins with a deep understanding of each client's priorities, goals, and financial needs. Advisors take the time to learn about retirement plans, education funding, business issues, cash management, and credit strategies. By leveraging the investing resources of Merrill and the banking convenience of Bank of America, the team creates tailored financial strategies to meet each client's long-term objectives.

Luidgi Faubert is a Financial Advisor at Ameriprise Financial Services, LLC located at 207 East Livingston Street, Orlando, Florida, United States. Luidgi 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®. Luidgi specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Additionally, Luidgi is trained to serve veterans, active duty, Reserve, National Guard and their families. With a strong focus on ethics and expertise, Luidgi is committed to helping clients achieve their financial goals and navigate complex financial situations with confidence.

Genesis 41 Advisory Services LLC is a leading accounting and finance institution located in St. Petersburg, Florida. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. From tax planning and preparation to investment advisory services, we are dedicated to providing our clients with personalized and strategic financial solutions. Visit us at 3833 Central Avenue to learn more about how Genesis 41 Advisory Services LLC can help you secure a stable financial future.

Brian Fox - Raymond James is a finance institution located in St. Petersburg, Florida. With its address at 877 Executive Center Drive West, this institution offers a range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experienced team at Brian Fox - Raymond James is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, this institution is committed to helping clients make informed decisions and secure their financial future.

Jarred Bunch is a finance and insurance agency located at 4830 West Kennedy Boulevard in Tampa, Florida, United States. They offer a unique Financial Freedom Checkup to assess your progress towards achieving financial freedom based on the 6 principles of the Freedom Wheel. Their diverse team consists of entrepreneurs, creative thinkers, data analysts, administrators, and client service experts, all dedicated to making a positive impact in people's lives. They provide tools to help you avoid financial dangers and accelerate your path to success. Additionally, they offer important steps to success as a business owner and encourage a mindset of doing whatever it takes to win. Jarred Bunch is an independent Registered Investment Advisor headquartered in Indianapolis, IN. Be sure to review the important Disclosure Information on their website and check the background of their investment professionals on FINRA's BrokerCheck.

Merrill Lynch Wealth Management, located at 601 Cleveland Street in Clearwater, Florida, offers personalized financial strategies and guidance to individuals, families, business owners, executives, and institutions. Our experienced advisors go beyond traditional wealth planning advice to help with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. We are committed to client service and satisfaction, working closely with clients to understand their goals and create customized financial strategies. Our advisors have access to industry analysts and specialists to help clients pursue their long-term objectives. As a Merrill client, you benefit from the knowledge and experience of industry-skilled advisors supported by Merrill's investing insights and global financial resources. Our dedicated advisors focus on helping clients prepare for financial challenges and lifestyle changes, while providing ongoing professional training, mentoring, and technology. Whether you're just starting your career or looking to become a Merrill financial advisor, we offer the tools and resources to help you succeed.

Mercer Advisors, located at 4030 West Boy Scout Boulevard in Tampa, Florida, is a finance institution offering a wide range of services including financial planning, investment management, tax planning, estate planning, insurance solutions, trustee services, and more. They also provide services for business retirement plans, foundations, and endowments. Please note that all investing involves risk and there is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice, but can connect clients with third-party legal services for estate planning. Mercer Advisors Inc. is a Delaware corporation and is not affiliated with Mercer LLC, Mercer Investments, or Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and provides investment-related services. Certified Financial Planner Board of Standards, Inc. owns the CFP® certification mark, while CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

First Allied Securities Inc. is a finance institution located at 1425 Pinehurst Road in Dunedin, Florida, United States. They have been providing Investment Management, Life Management, and Wealth Management services since 1977. Securities are offered through First Allied Securities Inc., a Registered Broker Dealer, and advisory services are offered through First Allied Advisory Services, a Registered Investment Adviser. This site is for informational purposes only and does not constitute an offer to sell or solicit any security. It is recommended to consult with a financial or tax advisor for personalized advice. The institution is registered in the United States and individuals mentioned on the site can only conduct business in states where they are properly registered or exempt from registration. The professionals at First Allied Securities Inc. are either Registered Representatives or Investment Adviser Representatives who offer brokerage or investment advisory services, respectively. Visitors can check the background of the investment professional on the site.

Merrill Lynch Wealth Management, located at 6311 Atrium Drive in Lakewood Ranch, Florida, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch are dedicated to helping clients navigate both rising and turbulent markets to address their financial goals and challenges. In addition to providing financial advice, the branch actively engages in volunteerism and charitable outreach to support the economic, social, and cultural life of the communities in which they operate. Through fundraising activities, employees contribute to various causes and non-profit organizations to help maintain vibrant and healthy communities.

Merrill Lynch Financial Advisor David M Gregg is a finance institution located at 1819 Main Street, Sarasota, Florida, United States. David has been with Merrill Lynch Wealth Management since 1993, bringing 30 years of investment experience to his clients. He works closely with Merrill’s top analysts and strategists, as well as Bank of America, to provide personalized attention and customized investment recommendations to address all aspects of his clients’ financial lives. David primarily works with retired or soon-to-be retired clients to help them achieve their financial goals. He holds a Bachelor of Science degree in Business Administration with a focus in Economics and Finance. David is community-minded and has served on the board of the YMCA and volunteered at Mote Marine Laboratories. He is passionate about scuba diving, boating, travel, ballet, and opera. At Merrill Lynch Wealth Management, David and his team focus on building strong client relationships based on trust and personalized service. They work with clients to identify and prioritize their goals, offering personalized financial plans centered on what matters most to each individual. By utilizing the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences to customize a financial approach that aligns with their goals and priorities.

Atlas Fiduciary Financial, LLC is a finance institution located at 1577 Fruitville Road in Sarasota, Florida, United States. We operate on a transparent, client-centric model where our only compensation comes from you, ensuring no conflicts of interest, commissions, or hidden agendas. Our team consists of highly educated professionals, each holding a university financial degree and Certified Financial Planner (CFP®) designation. With advanced gold-standard certifications like the Chartered Financial Analyst (CFA®), our senior team members have achieved the highest levels of academic accomplishment. We offer personalized, comprehensive financial planning tailored to your individual goals, aspirations, and values. Our investment approach is rooted in academically supported frameworks to construct efficient portfolios that minimize risk and maximize returns. We regularly assess your portfolio's performance to make necessary adjustments.

Merrill Lynch Financial Advisor Robert William Dwyer is located at 1190 West Marion Avenue in Punta Gorda, Florida, United States. With over 30 years of experience in the financial services industry, Robert Dwyer joined Merrill Lynch Wealth Management in 1996. He holds the Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Certified 401(k) Professional (C(k)P®) designations. Robert specializes in working with high-net-worth clients, helping them simplify and organize their financial lives. He focuses on individualized financial planning, addressing concentrated stock positions, philanthropic planning, and alternative investments. Robert has received recognition from financial industry publications and Bank of America Corporation for his exemplary client service. In addition to his professional achievements, Robert enjoys outdoor activities such as snowboarding, surfing, and mountain biking. His team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on clients' goals and aspirations. Robert Dwyer's commitment to excellence and client satisfaction sets him apart as a top financial advisor in the industry.

Merrill Lynch Financial Advisor Angela L Davis, located at 1190 West Marion Avenue, Punta Gorda, Florida, United States, has been serving clients in the financial services industry for 25 years. Angela focuses on developing personalized strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short- and long-term financial goals. Holding several prestigious designations, including Certified Investment Management Analyst, Retirement Management Advisor, Certified Private Wealth Advisor, and CERTIFIED FINANCIAL PLANNER certificant, Angela is dedicated to helping clients navigate their financial journey. She believes in building strong relationships with the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Angela can create a customized plan centered on your aspirations and tailored to your evolving needs. By understanding your unique goals and priorities, Angela can offer personalized solutions to help you pursue financial success. With access to the resources of Merrill and Bank of America, Angela works with clients to develop a comprehensive financial approach that addresses their individual needs. As your life and goals change, Angela will help you adjust your financial plan to reflect these changes and keep you on track to achieve your objectives. By getting to know you personally and understanding what matters most to you, Angela can help you create a financial strategy that aligns with your values and aspirations. With a focus on providing personalized investment strategies and comprehensive financial solutions, Angela Davis is committed to helping clients navigate the complexities of their financial lives and pursue their goals.

Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.

Ameriprise Financial Solis & Associates is a finance institution located at 12620 World Plaza Lane, Fort Myers, Florida. They offer a range of certifications and designations to their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 designations cover a variety of topics such as asset management, retirement planning, estate planning, investment analysis, and more. The advisors at Ameriprise Financial Solis & Associates are well-equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients.

Townsend Financial of Raymond James is a reputable finance institution located at 1421 Pine Ridge Road in Naples, Florida, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to provide expert guidance and support. Trust Townsend Financial of Raymond James to help you navigate the complex world of finance with confidence and peace of mind.

LSIA (Lowery Securities and Investment Advisors) is a leading finance institution located at 11555 Heron Bay Boulevard in Coral Springs, Florida, United States. With a team of experienced financial advisors and analysts, LSIA offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are looking to grow your investment portfolio or plan for your future, LSIA is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 1200 South Pine Island Road in Plantation, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a wide range of financial services and products available, we provide personalized solutions tailored to meet the unique needs of each individual client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Morgan Stanley Financial Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial plan for tomorrow.

Advocate Financial Services is a reputable finance and law firm located at 5100 Northwest 33rd Avenue in Fort Lauderdale, Florida. Specializing in providing expert financial advice and legal services, our team of professionals is dedicated to helping clients navigate complex financial matters with confidence and ease. Whether you are in need of financial planning, debt consolidation, or legal representation, Advocate Financial Services is here to support you every step of the way. Trust in our expertise and experience to help you achieve your financial goals and secure a brighter future.

Airen Consulting is a leading accounting and finance institution located at 1150 Southwest 102nd Avenue, Miami, Florida, United States. Our team of experienced professionals provides expert financial advice and services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Airen Consulting is here to help you achieve your financial goals. Contact us today to schedule a consultation.