Tailored wealth management in Davie, FL
22 results found
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Davis Financial Group
● OpenDavis Financial Group is a finance institution located at 115 North Seminole Avenue in Inverness, Florida, United States. We specialize in creating custom plans to help you preserve your assets and achieve the life of your dreams. As a client of Davis Financial Group, you are not just a number, you are part of our family. During a meeting with us, you will have the opportunity to share your goals and dreams, allowing us to fully understand your vision for retirement. With your goals in mind, we will create a personalized Davis Financial Group Plan to help turn your retirement dreams into actionable steps.
115 N Seminole Ave, Inverness, FL 34450, United States -
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 -
RP Davis Wealth Planning Group
● OpenRP Davis Wealth Planning Group is a leading finance institution located at 9130 Galleria Court in Naples, Florida, United States. With a dedicated team of financial experts, they specialize in providing comprehensive wealth planning services to help individuals and families achieve their financial goals. From investment management to retirement planning, RP Davis Wealth Planning Group offers personalized solutions tailored to each client's unique needs. Trustworthy, experienced, and client-focused, they are committed to helping clients build and preserve their wealth for the long term.
9130 Galleria Ct ste 200, Naples, FL 34109, United States -
Merrill Lynch Financial Advisor Michael Covey Davis
● OpenMerrill Lynch Financial Advisor Michael Covey Davis, located at 9128 Strada Place in Naples, Florida, is a finance institution dedicated to helping clients pursue their financial goals. With over 14 years of experience in the industry, Michael "Covey" Davis and his team at Rathbun Davis & Associates focus on building personalized portfolios to meet the unique ambitions of each client. Michael graduated from Florida State University with a degree in Financial Economics and a minor in Pre-Law, and is passionate about helping high-net-worth clients achieve their wealth management objectives. He believes in collaboration and works closely with clients' attorneys, accountants, and other advisors to provide comprehensive financial advice tailored to their specific needs. In his spare time, Michael enjoys playing tennis and basketball with his two young sons. At Merrill Lynch Wealth Management, Michael and his team prioritize building strong client relationships based on trust and personalized service. They offer a range of services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial aspirations. By taking the time to understand each client's goals and priorities, Michael designs comprehensive financial strategies to manage investment risk and pursue personal financial success. Whether planning for retirement, saving for a home, or funding a child's education, Michael works with clients to develop a customized approach that aligns with their life priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael helps clients address their financial needs and stay on track to achieve their goals. Through regular check-ins and adjustments to the financial approach as needed, Michael ensures that clients can adapt to changes in their lives and the financial markets. As a Merrill Lynch Wealth Management Advisor, Michael is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment strategy to meet their needs and aspirations. With a commitment to putting clients first and providing personalized investment strategies, Michael and his team at Merrill Lynch Financial Advisor Michael Covey Davis strive to help clients live their best financial lives.
9128 Strada Pl Suite 301, Naples, FL 34108, 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 -
Merrill Lynch Financial Advisor Scott A Davis
● OpenMerrill Lynch Financial Advisor Scott A Davis, located at 200 South Biscayne Boulevard in Miami, Florida, is dedicated to understanding your values and helping you accomplish your financial goals. With personalized wealth management strategies and access to the investment insights of Merrill and the banking solutions of Bank of America, the team at Merrill Lynch focuses on creating a flexible financial plan tailored to your individual needs. By participating in the community and volunteering with local organizations, they strive to build strong relationships with clients and provide comprehensive financial guidance. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are committed to helping you achieve your goals and navigate the complexities of the financial markets. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch is here to guide you towards financial success.
200 S Biscayne Blvd Suite 4500, Miami, FL 33131, United States -
Merrill Lynch Financial Advisor Frank E Davis
● OpenMerrill Lynch Financial Advisor Frank E Davis is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. Davis, Westerburg & Associates believe in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique needs. They offer access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their financial objectives. They specialize in retirement income planning, estate planning, and working with intergenerational families and professional practices. The team is dedicated to providing personalized service and building strong client relationships based on trust. Clients can expect collaboration, communication, and customization in their wealth management strategies. The Merrill Lynch team also hosts tailgate events for Florida Gators fans and college football enthusiasts, welcoming all to join in the fun. With Merrill Lynch Financial Advisor Frank E Davis, clients can expect personalized financial planning and support to help them achieve their goals.
2850 NW 43rd St Suite 350, Gainesville, FL 32606, United States -
Edward Jones - Financial Advisor: Sheri M Conerly-Davis
● OpenEdward Jones - Financial Advisor: Sheri M Conerly-Davis is a trusted financial institution located in Winter Park, Florida. Specializing in providing personalized financial advice and services, Sheri M Conerly-Davis is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial solutions tailored to meet the unique needs of each individual. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Sheri M Conerly-Davis is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
316 N Park Ave C, Winter Park, FL 32789, United States -
Merrill Lynch Financial Advisor Stephen J Cuneo
● OpenMerrill Lynch Financial Advisor Stephen J Cuneo, located at 2850 Northwest 43rd Street, Gainesville, Florida, United States, is part of Davis, Westerburg & Associates. This institution believes in building strong relationships through teamwork and involvement, providing financial advice and guidance tailored to each client's unique wealth management challenges. The experienced team at Davis, Westerburg & Associates takes the time to understand each client's relationship to wealth and personal goals, creating customized wealth management strategies to help them achieve their aspirations. The institution offers collaboration, communication, and customization to help clients articulate and pursue their financial goals, including retirement planning, tax minimization, and estate planning. Clients range from intergenerational families to professional practices, with a focus on building lasting relationships and providing personalized service. The team at Merrill Lynch Financial Advisor Stephen J Cuneo is dedicated to helping clients achieve their financial goals through trust and personalized service.
2850 NW 43rd St Suite 350, Gainesville, FL 32606, United States -
Merrill Lynch Financial Advisor Michele Rilko
● OpenMerrill Lynch Financial Advisor Michele Rilko is a finance institution located at 2850 Northwest 43rd Street in Gainesville, Florida, United States. The institution, known as Davis, Westerburg & Associates, focuses on building strong relationships through teamwork and involvement. They offer personalized financial advice and guidance, tailored to each client's individual goals and aspirations. With a diverse team of experienced advisors, they work closely with clients to create customized wealth management strategies and portfolios. They understand that managing wealth is complex and are committed to helping clients navigate through challenges and take advantage of opportunities. From retirement planning to estate planning, they offer a comprehensive range of services to individuals, families, and professional practices. The team at Davis, Westerburg & Associates believes in open communication, collaboration, and customization to help clients achieve their financial goals. They also host tailgate events for Florida Gators fans and college football enthusiasts, creating a fun and engaging environment for clients and community members to connect.
2850 NW 43rd St Suite 350, Gainesville, FL 32606, United States -
Merrill Lynch Financial Advisor Ryan Z. Westerburg
● Openavis, Westerburg & Associates, located at 2850 Northwest 43rd Street in Gainesville, Florida, is a financial institution that believes in building strong relationships through teamwork and involvement. Led by financial advisor Ryan Z. Westerburg, the team at Davis, Westerburg & Associates provides access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. At Davis, Westerburg & Associates, each client is unique, and therefore, wealth management strategies are tailored to individual goals and aspirations. The experienced team takes the time to understand each client's relationship to wealth and how it impacts their lives, in order to provide thoughtful and customized financial planning solutions.
2850 NW 43rd St Suite 350, Gainesville, FL 32606, United States -
Edward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™
● OpenEdward Jones - Financial Advisor: Deborah M Mansour, WMCP®|AAMS™ is a reputable financial institution located at 4900 South University Drive in Davie, Florida, United States. Specializing in financial planning and investment services, Deborah M Mansour is a seasoned professional with the designations of WMCP® and AAMS™, ensuring clients receive expert guidance and personalized strategies to help them achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Deborah M Mansour and the team at Edward Jones are dedicated to providing top-notch financial advice and support. Contact them today to schedule a consultation and take the first step towards securing your financial future.
4900 S University Dr Ste 202, Davie, FL 33328, 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 -
Neil A. Agustin, PT
● OpenWelcome to Neil A. Agustin, PT, your trusted partner in health and physiotherapy located at 5858 North Davis Highway, Pensacola, Florida. As the leading pain management specialists on the Gulf Coast, we are dedicated to providing personalized treatment plans tailored to meet your individual needs. At Neil A. Agustin, PT, we understand the complexities of pain and its impact on daily life. Whether you're dealing with headaches, arthritis, back pain, or other musculoskeletal issues, our expert team is here to help. We offer a comprehensive range of therapies, including joint injections, epidural injections, radiofrequency ablation, nerve blocks, and spinal cord stimulation, all designed to alleviate pain and enhance your quality of life.
5858 North Davis Highway, Pensacola, Florida 32503, United States -
Jessica Harris, PA-C
● OpenWelcome to Jessica Harris, PA-C, your trusted health care provider in Pensacola, FL. Conveniently located at 8333 N Davis Hwy, Building 1, Floor 2, our practice is dedicated to offering comprehensive medical care tailored to meet the unique needs of each patient. As a certified Physician Assistant, Jessica Harris brings a wealth of knowledge and compassionate care to the community, ensuring that every patient receives personalized attention and the highest quality of service. Whether you need a routine check-up, management of a chronic condition, or expert advice on maintaining a healthy lifestyle, our friendly and professional team is here to support your health journey. Visit us today and experience healthcare that truly cares.
8333 N Davis Hwy Building 1, Floor 2, Pensacola, FL 32514, United States -
Jason Bryant, PA-C
● OpenWelcome to Jason Bryant, PA-C, your trusted healthcare provider located in the heart of Pensacola, FL. Situated at 8333 N Davis Hwy, Building 1, Floor 1, our practice is dedicated to offering exceptional medical care tailored to meet the unique needs of each patient. As a certified Physician Assistant, Jason Bryant brings a wealth of knowledge and compassionate care to the community, ensuring that every individual receives the attention and treatment they deserve. Whether you're seeking routine check-ups, management of chronic conditions, or personalized health advice, our friendly and professional team is here to support your journey to optimal health. Experience quality healthcare in a welcoming environment where your well-being is our top priority. Visit us today and take the first step towards a healthier you.
8333 N Davis Hwy Building 1 | Floor 1, Pensacola, FL 32514, United States -
Dr. Camille Nolton
● OpenWelcome to Dr. Camille Nolton's Health Practice, where your well-being is our top priority. Conveniently located at 7171 N Davis Hwy Ste 1059, Pensacola, FL 32504, our practice is dedicated to providing exceptional healthcare services tailored to meet your individual needs. Dr. Nolton and her compassionate team are committed to fostering a warm and welcoming environment where patients feel comfortable and cared for. We offer a comprehensive range of health services designed to promote holistic wellness and enhance your quality of life. Whether you're seeking preventive care, ongoing management of a chronic condition, or expert advice on maintaining a healthy lifestyle, Dr. Nolton brings a wealth of experience and a personalized approach to each patient interaction.
7171 N Davis Hwy Ste 1059, Pensacola, FL 32504, United States -
Truist
● OpenWelcome to Truist, your trusted partner in banking, finance, and insurance services located at 3315 Davis Boulevard, Naples, Florida 34104. At Truist, we are committed to helping you achieve your financial goals by offering a comprehensive range of services tailored to meet your unique needs. Whether you're looking to see if you're pre-qualified for a Truist credit card or seeking the right loan, our dedicated team is here to guide you every step of the way. Our banking products and services, including loans and deposit accounts, are provided by Truist Bank, a proud Member of FDIC. We also offer trust and investment management services through Truist Bank and Truist Delaware Trust Company.
3315 Davis Boulevard, Naples, Florida 34104, United States -
Comerica Bank
● ClosedWelcome to Comerica Bank, your trusted financial partner located at 7500 Davis Boulevard, Naples, Florida 34104. As a leading provider of banking and financial services, Comerica Bank is committed to helping individuals and businesses achieve their financial goals with confidence and security. Our friendly and knowledgeable staff are dedicated to offering personalized solutions tailored to your unique needs, whether you're looking for personal banking services, business banking solutions, or wealth management expertise. With a focus on customer satisfaction, we strive to provide a seamless banking experience through our comprehensive range of products and services. Visit us today and discover how Comerica Bank can support your financial journey with integrity and excellence.
7500 Davis Boulevard, Naples, Florida 34104, United States -
Erin Luescher, PA-C
● OpenWelcome to Erin Luescher, PA-C, your trusted healthcare provider located in the heart of Pensacola, Florida. Situated at 8333 N Davis Hwy, Building 1, Floor 2, our practice is dedicated to offering comprehensive and compassionate medical care to our community. As a certified Physician Assistant, Erin Luescher brings a wealth of knowledge and experience, ensuring personalized attention and a holistic approach to health and wellness. At our facility, we prioritize patient-centered care, focusing on understanding each individual's unique health needs and crafting tailored treatment plans to promote optimal well-being. Whether you are seeking routine check-ups, preventive care, or management of chronic conditions, Erin Luescher, PA-C is committed to delivering high-quality medical services in a warm and welcoming environment.
8333 N Davis Hwy Building 1, Floor 2, Pensacola, FL 32514, United States -
Danielle Farrior, APRN-C
● OpenWelcome to Danielle Farrior, APRN-C, your trusted healthcare provider in Pensacola, Florida. Located on the 3rd floor of Building 1 at 8333 North Davis Highway, we are dedicated to offering exceptional medical care and personalized health services to our community. As a certified Advanced Practice Registered Nurse (APRN-C), Danielle Farrior brings a wealth of knowledge, expertise, and compassion to every patient interaction. Our practice is committed to promoting wellness and providing comprehensive healthcare solutions tailored to meet the unique needs of each individual. Whether you're seeking routine check-ups, chronic disease management, or guidance on preventive care, we are here to support your journey to optimal health.
8333 North Davis Highway Building 1 | 3rd Floor, Pensacola, FL 32514, United States -
Kimberly F. Mcgowen, APRN
● OpenWelcome to Kimberly F. McGowen, APRN, where compassionate care meets clinical excellence. Conveniently located at 4531 N Davis Hwy, Pensacola, FL 32503, our practice is dedicated to providing top-notch healthcare services tailored to meet the unique needs of each patient. As a highly qualified Advanced Practice Registered Nurse, Kimberly F. McGowen brings a wealth of experience and a personal touch to every consultation, ensuring that you receive the best possible care in a warm and welcoming environment. Whether you are seeking routine health check-ups, chronic disease management, or personalized health advice, we are committed to helping you achieve optimal health and well-being. Discover a healthcare experience that puts you first at Kimberly F. McGowen, APRN. Your health is our priority.
4531 N Davis Hwy, Pensacola, FL 32503, United States
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