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TOP 30 Wealth preservation in Brandon, FL
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Preservation 1st Financial Group
Preservation 1st Financial Group, located in Brandon, Florida, is a finance institution dedicated to helping individuals achieve their financial goals. Whether you need assistance with comprehensive financial planning, insurance planning, college planning, or retirement planning, our team of experts is here to guide you every step of the way. We offer a range of services including long-term care, life insurance, Medicare coverage, and estate planning. Our website features informative videos to help you better understand financial concepts and opportunities. We are affiliated with J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc., ensuring that our clients receive top-notch financial advice and services.
Merrill Lynch Financial Advisor Brandon Whaley
Merrill Lynch Financial Advisor Brandon Whaley is located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. Brandon has been in the financial services industry since 2012 and joined Merrill in 2023. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Brandon is a graduate of Southeast Missouri State University with a bachelor's degree in Criminology and Criminal Justice. He and his wife, Dianne, live in Jacksonville with their five children and are active in the community, supporting Reach our Worldwide and St. Joseph's. As your Merrill advisor, Brandon's goal is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you. He provides insights, observations, and ideas to help you in your pursuit of your financial goals. Brandon can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked hard to build. He can also help clients build a plan that plots a steady course to retirement.
Shayne Plosker, M.D.
Shayne Plosker, M.D. is a renowned institution located at 515 South Kings Avenue in Brandon, Florida, United States. Dr. Plosker serves as the Medical Director of Shady Grove Fertility Tampa Bay and holds the prestigious position of Professor of Obstetrics and Gynecology at the University of South Florida’s Morsani College of Medicine. Dr. Plosker obtained his medical degree from the University of Western Ontario and completed his residency training in Obstetrics and Gynecology at the same institution. He further pursued a fellowship in Reproductive Endocrinology and Infertility at the University of California, San Francisco.
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