I have a client moving to Florida asking for recommendations for a financial advisor. Can anyone recommend a reputable advisor that you have had a good experience with?
Paula P. replied:
Bob Titus with Wall, Titus LLC. They are GREAT!
Cherialwaysblessed M. replied:
Amerity Financial..ask for Kelly Phillips or Mark Wells.
Erica A. replied:
Morgan Christian is awesome! James I Black and Co.
Gail A. replied:
Brian Pearce in Winter Haven. Sorry don't have his #.
Joann W. replied:
Laura Lear at Edward Jones on Lakeland Highlands is great!
Stephanie H. replied:
Michael Ball, but I'm not sure of the number.
Glenn O. replied:
Nick Toadvine
Alisa R. replied:
Lee Wall behind lings
Stephanie C. replied:
Travis Stivender with Johnson and Stivender I still use him even in VA
Mark S. replied:
John Craig at Merrill
Jason B. replied:
Fred Lopez is at Allen and Company. He is the man to talk to.
Lisa C. replied:
CPS Advisors on South Florida is excellent and one of the too ranking
Travis R. replied:
Troy Garcia with Allen and company
Larry B. replied:
Hollis at Smith Barney in downtown Lakeland
Jennifer A. replied:
Lyon investment services-Lee Lee Lyon-awesome!! He is an independent advisor in JW Cole. Very honest and that will be hard to find in this biz. Our family has used him for years. 904.334.5297. Works with clients all over and will travel to see them personally.
Lynn A. replied:
My wonderful husband-23 years with Wells Fargo Advisors downtown Lakeland!
Lori W. replied:
Todd Barrow & Brent Powers at Barrow & Powers!!!!
Lizette C. replied:
Kevin Campbell of Florida Fiduciary. He left Allen & Co years ago and made a name for himself and is a Lakeland Native!
Arthur McKee, McKee Investments in winter haven...hands down BEST EVER and i always know what is going on with my money, he sends out emails explaining so much!
Chad B. replied:
Kyle Cobia!!!
Megan M. replied:
Gary Willis at Edward jones winter haven.
Chad B. replied:
Leslie Askew, Steve Hamic!
Melissa K. replied:
Troy Garcia!!
Roy S. replied:
Jim LePere
Ryan C. replied:
Yes!! Nathan Dunham. He's right across the street from you Darren, above Mitchells Coffee House.
Jen L. replied:
Tomas Czernek!
Kim K. replied:
Troy Garcia
Eunice R. replied:
Bill Henley. And he actually sets appointments to meet with you on an ongoing basis, and will inform you before anything changes so you can discuss options. I just love and RESPECT Bill.