Personalized banking solutions in Winter Park, FL
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Bank of America Private Client Advisor David C. Cross
● OpenBank of America Private Client Advisor David C. Cross, located at 250 South Park Avenue in Winter Park, Florida, offers personalized wealth management services to individuals, families, businesses, and institutions. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized experiences. We take the time to listen and understand your unique needs and goals before creating customized strategies to help you achieve financial success now and in the future. With over 200 years of experience, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients navigate the complexities of managing significant wealth. Whether you are looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, our team is committed to making your goals our top priority.
250 S Park Ave, Winter Park, FL 32789, United States -
Bank of America Private Client Advisor Kelly Gegerson
● OpenBank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
250 S Park Ave, Winter Park, FL 32789, United States -
Trustco Bank
● ClosedTrustco Bank, located at 4070 Aloma Avenue in Winter Park, Florida, is a trusted institution offering a range of financial services including ATM access, banking, and finance solutions. With a strong emphasis on community support and exceptional customer service, Trustco Bank has been serving customers for over 120 years. The institution offers various account options, such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, each with specific requirements and benefits. Trustco Bank has been recognized for its excellence in banking, receiving awards such as the #1 Bank in the Capital District and Best Bank on Wolf Road.
4070 Aloma Ave, Winter Park, FL 32792, United States -
Jeffrey B Campbell - State Farm Insurance Agent
● ClosedJeffrey B Campbell - State Farm Insurance Agent is an insurance agency located at 2840 Tuskawilla Road, Oviedo, Florida, United States. Situated at the corner of Tuscawilla and Aloma next to Wendy's, this agency is actively involved in the community through various memberships and partnerships. The agency specializes in providing auto insurance, home insurance, renters insurance, and life insurance for residents of Florida, including areas such as Oviedo, Chuluota, Winter Springs, Winter Park, Orlando, Casselberry, and Longwood. The mission of this office is to help customers manage everyday risks, recover from unexpected events, and achieve their dreams. They strive to be the first choice for all insurance needs and focus on providing personalized service to each client. With licensed professionals who have extensive knowledge and experience in the insurance industry, customers can rest assured that they are in good hands.
2840 Tuskawilla Rd, Oviedo, FL 32765, United States -
Daniel Jones
● OpenDaniel Jones is a financial institution located at 1720 Lee Road in Winter Park, Florida, United States. This institution offers a range of financial services, including ATM access for convenient cash withdrawals and deposits. Whether you need to manage your finances, make transactions, or access funds, Daniel Jones is here to provide efficient and reliable financial solutions. Visit us today to experience top-notch customer service and secure banking options.
1720 Lee Rd, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Dexter J Grafton
● ClosedMerrill Lynch Financial Advisor Dexter J Grafton is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in their expertise to help achieve their financial goals. From investment advice to asset allocation, the advisors at Merrill Lynch are dedicated to providing personalized financial solutions. It is important to note that investing involves risk, and clients should consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a wide range of services including brokerage, investment advisory, insurance, and annuities. Trust and fiduciary services are also provided through Bank of America Private Bank and U.S. Trust Company of Delaware. Additionally, Merrill Lynch is committed to providing clients with information about products and services that may be of interest, through relationship-based ads and online behavioral advertising. As a subsidiary of Bank of America Corporation, Merrill Lynch upholds the highest standards of banking and global markets businesses globally.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Howard E. Harris, Jr.
● ClosedMerrill Lynch Financial Advisor Howard E. Harris, Jr. is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. With a suite at 400 Park Avenue South, Suite 300, Winter Park, FL 32789, Howard E. Harris, Jr. offers personalized wealth management strategies tailored to your financial goals and priorities. By combining the investment insights of Merrill with the banking solutions of Bank of America, he helps clients navigate the complexities of the financial market and make informed decisions. With a focus on understanding your unique needs and aspirations, Howard E. Harris, Jr. aims to provide a comprehensive approach to managing, growing, and preserving your wealth. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, he works with you to create a personalized plan that evolves with your changing life circumstances. By staying connected and regularly reviewing your financial approach, Howard E. Harris, Jr. ensures that you remain on track to achieve your financial goals. With a commitment to putting clients first and providing dedicated one-on-one guidance, he helps you navigate the complexities of the financial world and live your best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Austin Holloway
● ClosedMerrill Lynch Financial Advisor Austin Holloway, located at 400 South Park Avenue in Winter Park, Florida, is a finance institution dedicated to helping individuals and families achieve their financial goals. With a focus on protecting families from financial blind spots and surprises, the team at Merrill Lynch has developed a comprehensive system to review each client's entire financial picture. Their mission is to understand each client's unique needs and goals, asking thoughtful questions and listening carefully to create a customized wealth management plan. By identifying and warning clients of potential financial blind spots before they happen, the team at Merrill Lynch helps clients navigate changing markets and investment opportunities.
400 S Park Ave #300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor D. Brooks Emerson
● ClosedMerrill Lynch Financial Advisor D. Brooks Emerson, located at 400 South Park Avenue in Winter Park, Florida, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Emerson and his team are committed to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, Emerson demonstrates a deep-seated commitment to the clients he serves. Through the Merrill Personal Wealth Analysis™ program, Emerson can help you build a personalized financial plan centered on your goals and aspirations. With a focus on understanding your unique needs and priorities, Emerson works to create a financial approach that reflects your personality and helps you address fluctuations in the market and changes in your life. As a Registered Senior Wealth Management Client Associate, Emerson is dedicated to helping you pursue your financial goals and stay on track regardless of market conditions. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Emerson can help you develop a comprehensive financial strategy designed to meet your needs. Contact Merrill Lynch Financial Advisor D. Brooks Emerson today to start creating a personalized plan to help you achieve your financial goals.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Jessica Reuss
● ClosedMerrill Lynch Financial Advisor Jessica Reuss is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. The team at Merrill Lynch is dedicated to understanding your values and goals to help you achieve your financial aspirations. By engaging in one-on-one conversations, they aim to create personalized plans that align with your individual needs and desires. The institution offers a range of services, including wealth management, investment advice, and financial planning to help you pursue your life goals and plan for your legacy. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to providing tailored solutions to help address your financial needs. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Jessica Reuss can assist you in making informed decisions to reach your financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch aims to help you achieve financial success and secure your future.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Alecia M Dupont
● ClosedMerrill Lynch Financial Advisor Alecia M Dupont is a Senior Financial Advisor with Merrill Lynch Wealth Management located at 400 South Park Avenue, Winter Park, Florida, United States. Alecia and her team of Merrill specialists provide Goals Based Wealth Management strategies for high net worth clients and their families. With over 25 years of experience, Alecia focuses on personalized investment management approaches tailored to each client's objectives, tax situation, and personal preferences to achieve financial independence. She is dedicated to putting clients' interests first and believes in giving back to the community through her involvement with Opera Orlando. Alecia aims to help clients pursue their financial goals and navigate the ever-changing financial landscape with proactive and custom strategies. As a Merrill Lynch Wealth Management Advisor, Alecia is committed to understanding her clients' needs and providing access to comprehensive financial solutions through Bank of America. Contact Merrill Lynch Financial Advisor Alecia M Dupont to start building a personalized plan centered on your goals and focused on what you want to achieve."
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Loc P. Le
● ClosedMerrill Lynch Financial Advisor Loc P. Le is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. Loc is a graduate of The University of Florida and has been with Merrill since 2012. He holds a Bachelor of Science Degree in Finance, the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ in conjunction with the YALE School of Management, and the certification of CERTIFIED FINANCIAL PLANNER™ professional. Loc uses his six years of private banking and lending experience to help clients articulate and pursue their financial goals. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Michael Eichner - Morgan Stanley
● OpenMichael Eichner - Morgan Stanley is a reputable finance institution located at 250 South Park Avenue in Winter Park, Florida. As a part of the globally recognized Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Michael Eichner - Morgan Stanley is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, you can trust Michael Eichner - Morgan Stanley to provide expert guidance and support.
250 S Park Ave Suite 500, Winter Park, FL 32789, United States -
Morgan Stanley Smith Barney
● OpenMorgan Stanley Smith Barney is a renowned finance institution located at 338 West Morse Boulevard in Winter Park, Florida, United States. With a strong reputation in the financial industry, Morgan Stanley Smith Barney offers a wide range of wealth management and investment services to individuals and businesses. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth management services, Morgan Stanley Smith Barney is committed to helping you navigate the complexities of the financial world. Visit their Winter Park location to learn more about how they can help you secure your financial future.
338 W Morse Blvd Suite 200, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Michael David Glantz
● ClosedMerrill Lynch Financial Advisor Michael David Glantz is a finance institution located at 400 South Park Avenue, Winter Park, Florida, United States. They take a personalized approach to investing, starting with a conversation to understand your unique financial goals and priorities. With access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and credit and lending solutions from Bank of America, they work together with you to create an individualized plan that reflects your needs. They believe in helping you make investment-related decisions that can help you reach personally meaningful goals, whether it's planning for retirement, buying a home, or funding a child's education. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. They offer transparency on potential risks and opportunities, and will meet with you regularly to ensure your financial strategy stays on track. With a focus on understanding you and your priorities, they provide the resources needed to help you build a personalized plan that is rooted in the unique complexities of your life. Their goal is to help you define your goals, establish a planning process centered on your priorities, and guide you past the inevitable changes life may bring. They have received recognition from financial industry publications for their exemplary client service. Supported by the global resources of Merrill, their team is dedicated to helping you pursue your financial goals.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Patrick Lawrence - Morgan Stanley
● OpenPatrick Lawrence - Morgan Stanley is a finance institution located at 250 South Park Avenue in Winter Park, Florida. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Patrick Lawrence - Morgan Stanley is dedicated to helping clients achieve their financial goals and build a secure future. Whether you are looking for retirement planning, investment advice, or assistance with managing your assets, this institution provides personalized solutions tailored to your individual needs. Visit Patrick Lawrence - Morgan Stanley today to start planning for a brighter financial future.
250 S Park Ave Suite 500, Winter Park, FL 32789, United States -
INT’L REALTY INC
● ClosedWelcome to Int’l Realty Inc., your trusted real estate agency in the heart of Clearwater, Florida. Located at 2013 Weaver Park Drive, we are dedicated to helping you find your dream home or perfect investment property in this tropical paradise. Led by our esteemed broker/owner, Teresa Riccardi, our team combines extensive experience in real estate, finance, and community engagement to provide unmatched service and expertise. Teresa Riccardi brings a wealth of experience to the Clearwater real estate market. With a background in accounting and a successful career as a certified public accountant in Como, Italy, Teresa has been helping individuals with financial and accounting services for over 20 years. After establishing two thriving real estate offices in Italy, she moved to Clearwater, driven by her passion for beautiful homes and her desire to assist people in achieving their real estate dreams. As an award-winning broker, Teresa is renowned for her commitment to community service and her work with organizations such as the Drug Free World Foundation and United for Human Rights Foundation.
2013 Weaver Park Drive, Clearwater, Florida 33765, United States
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