Private financial advisor in Davie, FL
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Merrill Lynch Financial Advisor Angela L Davis
● OpenMerrill 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.
1190 W Marion Ave Suite 1, Punta Gorda, FL 33950, United States -
Davis Private Wealth, LLC
● OpenDavis Private Wealth, LLC is a premier finance institution located at 9100 Belvedere Road in Royal Palm Beach, Florida, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help. Trust Davis Private Wealth, LLC to provide expert financial guidance and tailored solutions to meet your individual needs.
9100 Belvedere Rd, Royal Palm Beach, FL 33411, United States -
Alex Palomino - TD Wealth Financial Advisor
● OpenAlex Palomino - TD Wealth Financial Advisor is a financial institution located at 5943 Stirling Road, Davie, Florida, United States. As a part of TD Wealth®, clients have access to a wide range of banking, lending, investment, and trust services through TD Bank. With over 175 Advisors ready to assist, clients can find a TD Wealth Advisor by state. TD Private Client Wealth LLC, a registered investment adviser and broker-dealer, offers securities and investment advisory services, while Epoch Investment Partners, Inc. provides investment management services. TD Investment Services (US) and TD Automated Investing are digital platform offerings, with fully managed account options available for High Net Worth clients. TD Wealth Management Services Inc. offers insurance products, and TD Bank, N.A. and its affiliates are committed to providing comprehensive financial solutions to clients.
5943 Stirling Rd, Davie, FL 33314, United States -
Coralia "Corie" Jennings, Independent Health Insurance Agent
● ClosedCoralia "Corie" Jennings is an independent health insurance agent located at 481 Sumter Avenue in Davie, Florida. As a dedicated professional in the insurance industry, Corie specializes in helping individuals and families find the right health insurance coverage to meet their needs. With a commitment to personalized service and attention to detail, Corie works closely with clients to navigate the complex world of health insurance and find the best options available to them. Whether you are looking for individual coverage, family plans, or assistance with Medicare, Corie Jennings is here to help you every step of the way. Contact her today to schedule a consultation and take the first step towards securing your health and financial future.
481 Sumter Ave, Davie, FL 33325, United States
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