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Edward Hussey - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEdward Hussey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Edward Hussey holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Edward Hussey is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth individual, Edward Hussey can provide tailored financial solutions to meet your needs. Contact Edward Hussey today to learn more about his services and how he can help you achieve financial success.
350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, United States -
Merrill Lynch Financial Advisor Lawrence P Shields
● ClosedMerrill Lynch Financial Advisor Lawrence P Shields is located at 1 Town Center Road, Boca Raton, Florida, United States. Lawrence has been in the financial services industry since 1980 and is a Senior Financial Advisor and Senior Vice President. He specializes in helping clients build wealth management strategies tailored to their individual needs. Lawrence and his team at Merrill Lynch focus on developing comprehensive wealth management plans centered around clients' goals and aspirations. They provide personalized service and utilize the global resources of Merrill to build strong client relationships based on trust. Lawrence believes in understanding each client's unique financial situation and goals in order to design and implement personalized plans to help them pursue financial success while managing investment risk. Through Merrill Personal Wealth Analysis™, clients can work with Lawrence to create a personalized plan focused on achieving their objectives.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Heritage Investment Group, Inc.
● ClosedHeritage Investment Group, Inc. is a finance institution located at 2480 Northeast 23rd Street in Pompano Beach, Florida, United States. With a focus on providing expert financial services, Heritage Investment Group, Inc. is dedicated to helping 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 Heritage Investment Group, Inc. is here to help. Visit their office today to learn more about their services and how they can support you in securing a stable financial future.
2480 NE 23rd St, Pompano Beach, FL 33062, United States -
Zeus Financial LLC
● ClosedZeus Financial LLC is a reputable finance institution located at 5002 T-Rex Avenue in Boca Raton, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Zeus Financial LLC can help you reach your financial objectives.
5002 T-Rex Ave #235, Boca Raton, FL 33431, United States -
Merrill Lynch Financial Advisor Justin Tompkins
● ClosedMerrill Lynch Financial Advisor Justin Tompkins, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to understanding your life priorities and creating personalized financial plans tailored to you, your family, and your goals. By starting with a conversation to identify your most important goals, they can help you make investment decisions that align with what matters most to you. Through tools like the Investment Personality Assessment, they aim to gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals and focused on helping you achieve what you want in life.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Merrill Lynch Financial Advisor Jeffrey Tompkins
● ClosedMerrill Lynch Financial Advisor Jeffrey Tompkins, located at 1 Town Center Road, Boca Raton, Florida, United States, offers personalized financial planning services tailored to your life priorities. By understanding what matters most to you and your family, we collaborate to create a customized plan to help you achieve your goals and aspirations. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. We begin every relationship with a conversation to identify and prioritize your goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. Through our Investment Personality Assessment, we gain a deeper understanding of how you think and feel about investing, allowing us to customize a financial approach that aligns with your values and objectives.
1 Town Center Rd, Boca Raton, FL 33486, United States -
Merrill Lynch Financial Advisor David Bass
● ClosedMerrill Lynch Financial Advisor David Bass is a finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They have received recognition for their exemplary client service, including being named Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. The team is committed to helping you define your financial goals, establish a planning process centered on your priorities, and guide you through life's inevitable changes. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial approach designed to address your needs. Through tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they customize a plan to help you achieve your goals and stay on track. As experienced financial advisors, they provide thoughtful analysis, identify potential solutions, and communicate them clearly to help you develop a wealth management approach for the future. Working with a dedicated Merrill advisor means personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.
1 Town Center Rd #900, Boca Raton, FL 33486, United States -
Kasey Robbins, Financial Professional - New York Life
● OpenKasey Robbins, Financial Professional at New York Life, located in Sunrise, Florida, offers a range of financial and insurance services. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and investment options. Their services include helping with everyday tasks, replacing lost income due to illness or injury, managing investments with market potential, and creating education and retirement savings plans. They also offer insurance options for businesses and employees. Kasey Robbins is dedicated to helping clients understand their financial needs and goals, providing personalized strategies for long-term financial security. With a focus on giving back to the community and charitable initiatives, Kasey Robbins and New York Life aim to support clients through all stages of life.
1300 Concord Terrace 5th floor, Sunrise, FL 33323, United States -
SEDG Financial Services Corp
● OpenSEDG Financial Services Corp is a leading financial institution located at 12555 Orange Drive in Davie, Florida, United States. With a team of experienced professionals, SEDG offers a wide range of financial services including investment management, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, SEDG Financial Services Corp is dedicated to helping you achieve your financial goals. Visit us today to learn more about our personalized financial solutions.
12555 Orange Dr, Davie, FL 33330, United States -
Eric Beira-Casanova - TD Wealth Financial Advisor
● ClosedEric Beira-Casanova - TD Wealth Financial Advisor is a trusted financial institution located at 12620 Biscayne Boulevard in North Miami, Florida, United States. As a dedicated financial advisor, Eric Beira-Casanova provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, investment strategies, and more, Eric Beira-Casanova is committed to helping individuals and families secure their financial future. Contact Eric Beira-Casanova - TD Wealth Financial Advisor today to schedule a consultation and start planning for a brighter financial tomorrow.
12620 Biscayne Blvd, North Miami, FL 33181, United States -
Luis Novo - TD Wealth Financial Advisor
● ClosedLuis Novo - TD Wealth Financial Advisor is a reputable financial institution located at 1500 Northeast Miami Gardens Drive in North Miami, Florida, United States. As a trusted advisor, Luis Novo offers personalized financial planning services to help clients achieve their monetary goals. With a focus on wealth management and investment strategies, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Luis Novo is dedicated to providing tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
1500 NE Miami Gardens Dr, North Miami, FL 33179, United States -
Turnberry Financial
● OpenTurnberry Financial is a leading finance institution located in North Miami, Florida. We provide a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at 13990 Northwest 6th Court to learn more about how Turnberry Financial can help you reach your financial objectives.
13990 NW 6th Ct, North Miami, FL 33168, United States -
Merrill Lynch Financial Advisor Alec Matthew Lindenauer
● ClosedMerrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Jose Edery
● ClosedMerrill Lynch Financial Advisor Jose Edery is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. They aim to understand your needs and aspirations in order to create a personalized plan to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach designed to address your specific needs. Through conversations, the advisors identify and prioritize your goals, offering advice and guidance to help you achieve what matters most to you. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis, they build and document a personalized plan centered on your goals. The advisors at Merrill Lynch are committed to helping you stay on track to achieve your financial aspirations, adapting your approach as your life and goals evolve. With a focus on understanding your unique needs and financial situation, they provide personalized investment strategies and comprehensive financial solutions. Contact Merrill Lynch Financial Advisor Jose Edery to start working towards your financial goals today.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Redd Financial Services
● OpenRedd Financial Services is a trusted accounting and finance institution located at 3600 South State Road 7 in Miramar, Florida, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Redd Financial Services is dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
3600 S State Rd 7, Miramar, FL 33023, United States -
Merrill Lynch Financial Advisor Teresa V-F Weintraub
● ClosedAt Merrill Lynch Financial Advisor Teresa V-F Weintraub in Coral Gables, Florida, our team is dedicated to building strong client relationships based on trust and personalized service. Supported by the global resources of Merrill, we strive to understand our clients' goals, priorities, and family dynamics to create a personalized financial plan that helps them pursue their financial objectives while managing investment risk. Our mission is to provide clients with the experience and resources needed to navigate the ever-changing financial landscape and help them achieve their goals. Through in-depth conversations, we identify and prioritize our clients' financial goals, whether it's transferring wealth to the next generation or pursuing their passions. Our Investment Personality Assessment helps us tailor our financial approach to meet our clients' unique needs and preferences. We offer a range of potential solutions, premier customer service, and financial tools to help clients stay on track and adapt their financial approach as their life and goals evolve. With a focus on personalized service and comprehensive financial solutions, we are committed to helping our clients achieve their financial goals and navigate life's financial complexities.
355 Alhambra Cir Suite 1502a, Coral Gables, FL 33134, United States -
Paramount Wealth Partners - UBS Financial Services Inc.
● OpenParamount Wealth Partners - UBS Financial Services Inc. is a renowned finance institution located at 1800 North Military Trail in Boca Raton, Florida, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and wealth preservation. Their commitment to providing personalized solutions tailored to each client's unique needs sets them apart in the industry. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Paramount Wealth Partners - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals.
1800 N Military Trl Suite 300, Boca Raton, FL 33431, United States -
Merrill Lynch Financial Advisor Diana A. Rodriguez
● ClosedMerrill Lynch Financial Advisor Diana A. Rodriguez is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. They believe in starting every relationship with a conversation to identify and prioritize your goals. Whether it's wealth transfer, customized financial approaches, or advice and guidance, they listen to learn more about you and your family. They use the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you pursue your goals. Their mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve financial goals while managing investment risk. Their team is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They provide the latest investment insights, tips, and strategies to help you live your best financial life.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Maria Leon-Mills
● ClosedMerrill Lynch Financial Advisor Maria Leon-Mills is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Maria Leon-Mills began her career in the financial services industry in 2005 and is dedicated to empowering her clients to achieve financial freedom and be prepared for moments of adversity. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds certifications in private wealth advising and divorce financial analysis. Maria is fluent in both English and Spanish and is committed to giving back to her community. As a member of the Merrill Lynch Wealth Management team, Maria focuses on creating personalized financial strategies for her clients that align with their goals and priorities. She values building strong client relationships based on trust and personalized service. Maria's mission is to humanize the financial world and help her clients live the life they have dreamed of. With Merrill Personal Wealth Analysis™, Maria can help clients build a personalized plan centered on their goals and focused on achieving financial stability. Investing involves risk, and Maria works with her clients to create comprehensive strategies to help turn their goals into reality. She understands that both life and the financial markets can change over time, and she is committed to helping her clients stay on track to achieve what's most important to them. Maria is registered to do business in multiple states and she offers personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch Wealth Management.
19495 Biscayne Blvd Suite 700, Aventura, FL 33180, United States -
Merrill Lynch Financial Advisor Paul Greyson
● ClosedMerrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Edward K Fazzah
● ClosedMerrill Lynch Financial Advisor Edward K Fazzah is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Specializing in personalized wealth management, the institution offers a range of services to help clients achieve their financial goals. With a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management focuses on understanding each client's unique needs and priorities. The Chief Investment Office provides thought leadership on investment strategy, due diligence, and solutions oversight. Edward K Fazzah, NMLS ID 522115, is committed to helping clients pursue their financial goals while managing investment risk. By developing personalized plans and offering access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to help clients manage, grow, and preserve their wealth. Through ongoing conversations and regular reviews, the institution helps clients adapt their financial approach to reflect changes in their lives and the markets. With a focus on understanding each client's individual goals and priorities, Merrill Lynch Financial Advisor Edward K Fazzah is dedicated to helping clients achieve financial success and live their best financial life.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Douglas I Schwartz
● ClosedMerrill Lynch Financial Advisor Douglas I Schwartz is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. As your Merrill advisor, Douglas I. Schwartz, CFP®, CAIA®, CPFA, focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With a background in law and finance, Douglas is a Senior Vice President and Wealth Management Advisor who can provide traditional advice as well as personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He is dedicated to helping both business owners and individuals identify their investment goals, create appropriate strategies, and implement them with a core and satellite discipline approach. Douglas has earned multiple certifications and has a strong educational background, including a Master of Business Administration from Cornell University and a Juris Doctor from Tulane University School of Law. He is committed to helping clients achieve their financial goals by understanding their investment personality and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Douglas can develop a customized financial approach that reflects your goals and values.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Bank of America Private Client Advisor Paul J. Yates
● OpenBank of America Private Client Advisor Paul J. Yates is a Senior Vice President offering personalized financial services in Fort Lauderdale, Florida. With a focus on high-net-worth clients and non-profit organizations, Paul provides strategic guidance in wealth management, estate planning, investment management, and philanthropy. He has a dedicated team of experts to assist with various financial needs, including credit and lending strategies for luxury assets. Paul has been with Bank of America since 2009 and has a background in finance and investment management. He is actively involved in the community and serves on various boards and organizations. Bank of America Private Bank has a rich history of helping clients achieve their financial goals, with a commitment to personalized service and innovative solutions. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all services offered.
401 E Las Olas Blvd, Fort Lauderdale, FL 33301, United States -
AYS Financial Services Inc
● ClosedAYS Financial Services Inc is a leading financial institution located at 474 Northeast 125th Street in North Miami, Florida. Specializing in finance, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a commitment to excellence and customer satisfaction, AYS Financial Services Inc is your trusted partner in financial success.
474 NE 125th St, North Miami, FL 33161, United States -
James Carey - UBS Financial Services Inc.
● OpenJames Carey - UBS Financial Services Inc. is a reputable financial institution located at 100 Southeast 2nd Street in Miami, Florida, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced professionals, James Carey - UBS Financial Services Inc. provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, this institution is dedicated to providing top-notch service and guidance.
100 SE 2nd St # 2500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Michael R Cannegieter
● ClosedMerrill Lynch Financial Advisor Michael R Cannegieter is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. The Cannegieter Wealth Management Group believes in building strong relationships through teamwork and involvement. Their advisors, wealth management client associates, and access to global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They focus on understanding your needs and goals, creating personalized plans to help you pursue financial success while managing investment risk. The institution offers personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help you achieve your financial goals. Their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the financial landscape and achieve what's most important to you.
701 Brickell Ave 7th Floor, Miami, FL 33131, United States -
Global Capital Advisors Group
● OpenGlobal Capital Advisors Group is a leading finance institution located at 501 Brickell Avenue in the vibrant city of Miami, Florida, United States. With a team of experienced professionals, we provide expert financial advice and investment solutions to clients around the world. Our services include wealth management, asset allocation, risk management, and financial planning. We strive to help our clients achieve their financial goals and secure their future. Trust Global Capital Advisors Group to guide you towards financial success.
501 Brickell Ave # 501, Miami, FL 33131, United States -
John Beggs - UBS Financial Services Inc.
● OpenJohn Beggs - UBS Financial Services Inc. is a reputable finance institution located at 100 Southeast 2nd Street in Miami, Florida, United States. With a focus on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment banking, and asset management. Clients can expect personalized financial solutions tailored to their individual needs and goals. With a team of experienced professionals, John Beggs - UBS Financial Services Inc. is dedicated to helping clients achieve financial success and security.
100 SE 2nd St Suite 2400, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Wilgberto E Gonzalez
● ClosedMerrill Lynch Financial Advisor Wilgberto E Gonzalez, located at 701 Brickell Avenue in Miami, Florida, is a prestigious institution in the finance industry. Our team of experienced and talented advisors is committed to providing exemplary client service, setting the standard for excellence in the industry. Our advisors have received recognition from financial industry publications like Forbes, showcasing our dedication to personalized service and trust-based relationships. We believe in working collaboratively with our clients to develop personalized investment strategies that align with their goals and priorities, no matter the financial environment.
701 Brickell Ave 11th Floor, Miami, FL 33131, United States -
Merrill Lynch Private Wealth Advisor Frank D Di Rocco
● ClosedMerrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).
701 Brickell Ave 11th Floor, Miami, FL 33131, United States
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- Risk management solutions in West Palm Beach
- Risk management solutions in Weston
- Risk management solutions in Wilton Manors
- Risk management solutions in Wimauma
- Risk management solutions in Windermere
- Risk management solutions in Winter Garden
- Risk management solutions in Winter Haven
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- Risk management solutions in Winter Springs
- Risk management solutions in Yulee
- Risk management solutions in Zephyrhills
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