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HighTower
Website (844) 209-8717
  • We deliver individualized, comprehensive solutions. We create a portfolio that is only for you.
  • For more than two decades our wealth advisors have specialized in financial planning. Fiduciary advisors.
Stonebridge Financial Planning Group
Website 407-695-7100
  • Stonebridge is fee based and fully independent. We assist you in building a solid pathway to your future.
  • We specialize in working with women and their families.
Atkinson-Alvarez Team
Website 727-623-0346
  • Over 35 combined years of combined experience in the financial services industry,
  • Where applicable, we serve as fiduciary advisors to our clients and may manage money on a discretionary basis.
Gen Y Planning
Website online
  • I'm not your father's financial planner. Financial Planning for my generation.
  • Accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine
Reshell Smith
  • “I am on a mission to help you transition from financial chaos and clutter to independence and freedom".
  • As a CERTIFIED FINANCIAL PLANNER™ professional, I offer a holistic approach to managing your finances.
Walser Wealth Management
Website 866-929-3258
  • Named by Investopedia as one of the *TOP 100 Most Influential Advisors in America in 2018
  • We empower you to build leveraged, tax free wealth alongside your traditional asset portfolio.
Wescott Financial Advisory Group
Website 305-960-2350
  • Wescott has been advising high-net-worth individuals and families for over three decades, Founded in 1987, Wescott now has nearly $2 billion in assets under management.
  • As an independent firm, we do not sell or promote any investment or insurance product. Offices in Miami and Boca Raton
Mooney Financial (Northwestern Mutual)
Website 904-359-8469
  • Mooney Financial acts as a fiduciary I Wealth Management Advisor
  • We are experts in both personal and business planning and are uniquely skilled in understanding how the two merge together
21st Century Financial
Website (813) 281-9200
  • A full-service financial organization headquartered in Tampa, Florida. We’re dedicated to building exceptional client relationships.
  • We strive to be more than advisers, we seek to be your partner, coach and friend. We are here to offer advice and support throughout life’s milestones.
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