TOP 10 Wealth transfer specialists in Florida

Brandon Steig is a Financial Advisor at Ameriprise Financial Services, LLC located at 4800 North Federal Highway in Boca Raton, Florida, United States. Brandon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Brandon specializes in asset management, retirement planning, estate planning, and investment strategies for individuals, retirees, small business owners, and high net worth clients. With a commitment to upholding the highest ethical standards and a dedication to ongoing education, Brandon Steig provides comprehensive financial planning services to help clients achieve their financial goals.

Robert Savage is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3801 PGA Boulevard in Palm Beach Gardens, Florida, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various financial planning strategies. Robert Savage is dedicated to providing comprehensive financial advice and guidance to his clients, with a focus on integrity and ethical practices.

Guy Regalado is a Financial Advisor at Ameriprise Financial Services, LLC located at 5200 Town Center Circle in Boca Raton, Florida, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Guy Regalado specializes in asset management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, and high net worth clients. He is committed to providing expert advice and guidance to help clients achieve their financial goals.

Merrill Lynch Financial Advisor John S. Lacy, located at 222 Lakeview Avenue in West Palm Beach, Florida, offers personalized wealth management planning tailored to address your unique financial concerns and goals. With a disciplined planning process and access to a global network of research and specialists, the team at Merrill Lynch can help you optimize your short- and long-term financial objectives, such as retirement income planning, education funding, and wealth transfer. The experienced advisors at Merrill Lynch believe in creating a customized financial approach that aligns with your aspirations and priorities. By listening to your goals and utilizing tools like the Investment Personality Assessment, they can develop a plan to help you pursue what matters most to you, whether it's passing wealth to future generations, funding a child's education, or planning for retirement.

Edward Jones - Financial Advisor: David O'Malley, CFP®|AAMS™ is a leading financial institution located at 125 Worth Avenue in Palm Beach, Florida, United States. With a focus on providing personalized financial planning and investment services, David O'Malley, a Certified Financial Planner and Accredited Asset Management Specialist, helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones and David O'Malley are dedicated to providing expert advice and guidance every step of the way.

Merrill Lynch Financial Advisor Mark J Anderson, located at 222 Lakeview Avenue in West Palm Beach, Florida, offers personalized wealth management planning tailored to address your unique financial concerns and goals. With a disciplined planning process and access to a global network of research and specialists, the team at Merrill Lynch can help you optimize your short- and long-term financial objectives, such as retirement planning, education funding, and wealth transfer. By starting with a conversation to understand your aspirations and priorities, the team at Merrill Lynch can help you develop a customized financial approach that aligns with your goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can gain deeper insights into your investing preferences and create a personalized plan centered on your objectives.

Bank of America Private Client Advisor Tatiana McHugh is a Senior Vice President at Bank of America Private Bank, located in Palm Beach, Florida. She leads a team of specialists who work together to create tailored financial strategies for clients in areas such as investment management, trust and estate planning, lending, and philanthropy. With over 200 years of experience, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial goals. They prioritize client needs and goals, using a personalized approach and innovative strategies to navigate the complexities of the financial landscape. Please note that Tatiana McHugh does not provide legal advice in her role at Bank of America Private Bank. Visit us at 132 Royal Palm Way, Palm Beach, Florida for personalized wealth management solutions.

Regina Collaro is a Financial Advisor at Ameriprise Financial Services, LLC located at 111 North Pine Island Road in Plantation, Florida, United States. Regina holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. Additionally, Regina is knowledgeable in Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Fund Specialist services. With a focus on providing comprehensive financial planning solutions, Regina Collaro is dedicated to helping clients achieve their financial goals and secure their financial future."

Alex D'Augelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 101 North Federal Highway, Boca Raton, Florida, United States. Alex holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). Alex specializes in providing comprehensive financial planning services, including investment strategies, estate planning, retirement planning, and insurance products. With a strong commitment to ethics and continuous education, Alex offers expertise in asset management, wealth transfers, tax planning, and retirement needs for individuals and small business owners. Visit Alex D'Augelli at Ameriprise Financial Services, LLC for personalized financial advice and expert guidance on achieving your financial goals.

Kyle Stroud is a Program Manager at Ameriprise Financial Services, LLC, located at 400 North Federal Highway in Pompano Beach, Florida, United States. Kyle holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kyle's expertise in asset management, financial planning, wealth transfers, retirement planning, estate planning, investment management, and more. Kyle is dedicated to providing comprehensive and personalized financial services to individuals, retirees, small business owners, high net worth clients, and veterans.

Tom Fread is a Financial Advisor at Ameriprise Financial Services, LLC, located at 350 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. Tom Fread holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Tom Fread's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Tom Fread is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Merrill Lynch Financial Advisor Ana Carolina Melo, located at 701 Brickell Avenue, Miami, Florida, United States, is a premier finance institution offering personalized wealth management strategies tailored to individual needs. Ana Carolina Melo, an International Wealth Advisor and First Vice President, brings over 20 years of experience in financial services to assist clients in building a comprehensive approach to managing wealth. With a focus on trust and personalized service, Ana and her team at Merrill Lynch Wealth Management work closely with clients to understand their goals, priorities, and values, helping them make informed decisions to achieve financial success. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive a customized financial plan designed to address their unique aspirations and navigate changing life circumstances. Whether planning for retirement, education, or wealth transfer, Ana Melo and her team provide ongoing support and guidance to help clients pursue their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can trust Merrill Lynch Financial Advisor Ana Carolina Melo to help them navigate the complexities of the financial landscape and work towards achieving their goals.

KR Financial Services Inc is a leading finance institution located at 4000 Hollywood Boulevard in Hollywood, Florida, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment planning, retirement planning, insurance solutions, 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 today to learn more about how we can help you reach your financial goals.

Inveniam, LLC is a finance institution located at 450 Alton Road in Miami Beach, Florida, United States. We specialize in providing innovative financial solutions for our clients, helping them achieve their financial goals and grow their wealth. Our team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Inveniam, LLC to be your partner in building a secure and prosperous financial future.

Christopher Smith Leonard is a reputable institution located at 1001 3rd Avenue West in Bradenton, Florida, United States. Specializing in accounting and finance, our team of experienced CPAs at CS&L CPAs Audit Team is dedicated to handling audits throughout the state of Florida. We understand the importance of accurate financial reporting for organizations of all sizes, and we provide innovative tax planning, compliance, and reporting solutions to help businesses make strategic decisions. In addition to our audit services, our Management Consultants at CS&L CPAs can help organizations identify opportunities for growth, improve operational performance, and make well-timed moves for long-term success. Our benefit team has extensive experience in retirement programs and can help organizations review and optimize their retirement plans.

Pepe and Associates - Ameriprise Financial Services, LLC is a finance institution located at 4030 West Boy Scout Boulevard in Tampa, Florida, United States. With a focus on providing personalized financial advice, Ameriprise financial advisors are registered to do business in specific U.S. states. Clients can expect a thorough overview of financial planning concepts during the initial consultation, although written analysis and recommendations are not provided at this stage. The institution emphasizes the importance of understanding individual financial goals and offers insights into the current market trends to help clients make informed decisions. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict regulations to ensure the privacy and security of client information. Whether you are looking to plan for the future or help a friend or family member achieve their financial goals, Ameriprise Financial Services, LLC is dedicated to providing reliable and trustworthy financial guidance.

The Tax Master of Orlando is a leading finance institution located at 222 Neighborhood Market Road in Orlando, Florida, United States. Our team of expert tax professionals is dedicated to providing top-notch services to individuals and businesses in need of tax assistance. Whether you're looking for help with tax preparation, planning, or resolution, we have the knowledge and experience to guide you through the process. Trust The Tax Master of Orlando to help you navigate the complex world of taxes and achieve financial success.

The Fox Team at Morgan Stanley is a premier financial institution located at 595 Federal Highway in Boca Raton, Florida. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we provide personalized solutions tailored to each client's unique needs. Trust in The Fox Team at Morgan Stanley for expert guidance and exceptional service in the world of finance.

James A. Bankes, CPA/PFS is a reputable accounting and finance institution located at 14385 Walsingham Road in Largo, Florida, United States. With a team of experienced certified public accountants and personal financial specialists, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, James A. Bankes, CPA/PFS is dedicated to helping you achieve your financial goals. Their commitment to professionalism and client satisfaction sets them apart as a trusted resource for all your accounting and finance needs.

Sunrise Tax Services is a comprehensive financial institution located at 2654 North Andrews Avenue in Fort Lauderdale, Florida. Specializing in accounting, finance, insurance, and real estate services, our team of experts is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, investment planning, insurance coverage, or property transactions, we are here to help you navigate the complex world of finance. Trust Sunrise Tax Services to provide you with the guidance and support you need to achieve your financial goals.

Trust Tax Service is a leading accounting and finance institution located in Boynton Beach, Florida. For over 12 years, we have been the trusted specialists in Business, State, and Federal income taxes, serving clients nationwide, including Puerto Rico. Our team is dedicated to unlocking your maximum cash potential and ensuring you receive the biggest refund possible without any red flags. Whether you are an individual or a business owner, we have the expertise to navigate the complex tax landscape with precision and professionalism. Trust Tax Service is your go-to partner for all your tax needs, from coast to coast.

Global Services Center is a leading finance institution located at 2695 North Military Trail in West Palm Beach, Florida, United States. Our center offers a wide range of financial services to clients both locally and internationally. With a team of experienced professionals, we strive to provide top-notch financial solutions tailored to meet the individual needs of our clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Global Services Center is here to help. Visit us today and let us guide you towards a secure financial future.

Verras Law, P.A. is a reputable law firm located at 14653 Canopy Drive in Tampa, Florida, United States. Specializing in estate planning, probate, and trust law, our team of attorneys works closely with clients to provide personalized solutions to their legal needs. We take the time to listen to each client's unique situation, answer questions, and ensure a thorough understanding of all legal documents and options. Whether you are looking to protect your assets, plan for the future, or navigate the probate process, our experienced attorneys are here to help. We serve a diverse client base and treat everyone with respect and professionalism. In addition to estate planning, we also offer services in business law, assisting small businesses with legal documents, sales, purchases, and more.

Butler Mortgage is a trusted finance institution located at 1012 West Emmett Street in Kissimmee, Florida. Specializing in mortgages, Butler Mortgage offers a range of financial services to help individuals and families achieve their homeownership goals. With a team of experienced professionals, Butler Mortgage provides personalized assistance and competitive rates to make the home buying process as smooth and stress-free as possible. Whether you are a first-time homebuyer or looking to refinance, Butler Mortgage is dedicated to helping you secure the right loan for your needs. Visit their office or contact them today to learn more about their services.

Gerstle Rosen & Goldenberg PA is a leading accounting and finance institution located at 999 Vanderbilt Beach Road in Naples, Florida, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Gerstle Rosen & Goldenberg PA is dedicated to helping their clients achieve their financial goals. Visit them today to see how they can help you with all your accounting and finance needs.

Welcome to Pamela L. Sherwood, ARNP, your trusted partner in health and wellness in New Port Richey, Florida. Located at 10841 Little Road, our practice is dedicated to providing compassionate and comprehensive healthcare services to our community. As part of the esteemed Florida Cancer Connect network, we offer a wealth of resources and support for individuals and families navigating the challenges of cancer. Our centralized hub provides valuable information on cancer treatment options, caregiver tools, and inspiring stories from courageous Floridians who have faced this disease. At Pamela L. Sherwood, ARNP, we are committed to helping you and your loved ones make informed health decisions when it matters most. Our team of experienced medical practitioners is here to guide you through every step of your healthcare journey with personalized care and attention.

Welcome to Daily, Montfort & Toups - Your Trusted Bradenton Estate Planning Lawyers Located at 538 12th Street West, Bradenton, Florida, Daily, Montfort & Toups is your local partner in navigating the complexities of estate planning, Medicaid planning, probate law, and tax services. With over 50 years of experience, our dedicated team of attorneys is committed to providing personalized legal solutions to the community of Bradenton and beyond.

Welcome to the Estate Planning Council of Naples, Inc., your trusted partner in comprehensive estate planning services. Conveniently located at 1294 Grand Canal Drive, Naples, Florida, our firm is dedicated to providing expert legal guidance to individuals and families seeking to protect their assets and secure their legacy. Our team of experienced attorneys specializes in all aspects of estate planning, including wills, trusts, probate, and tax planning. We understand that each client’s situation is unique, and we are committed to developing personalized strategies that meet your specific needs and goals. At the Estate Planning Council of Naples, Inc., we pride ourselves on our professionalism, integrity, and unwavering commitment to our clients. Let us help you navigate the complexities of estate planning with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your future.

Welcome to Key Financial, Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 4900 Creekside Drive, Clearwater, Florida, our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At Key Financial, Inc., we specialize in a wide range of services including financial planning, investment management, retirement strategies, and tax planning. Our mission is to empower individuals, families, and businesses in achieving their financial goals through strategic advice and innovative solutions.

Welcome to Ameriprise Financial, Spring Hill, Florida At Ameriprise Financial, located at 5085 Commercial Way, Spring Hill, Florida 34606, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. As a reputable institution in the banking and finance industry, we pride ourselves on our commitment to ethical standards, comprehensive education, and personalized client service.