Find Top Financial Advisors in Florida

Alicia C. Fuller is the Founder and Managing Director of Coastal 360 Capital Advisors at Steward Partners. With over four decades of experience in the financial services industry, Alicia serves as a fiduciary wealth manager and discretionary portfolio manager for individuals, families, business owners, and executives nationwide.

Alicia's extensive experience in the preservation of wealth along with the transition of that wealth to the next generation has allowed families the flexibility to plan using many different scenarios until the best strategy is found. Whether you are planning for retirement, the sale of a business, philanthropic endeavors or tax minimization strategies, Alicia carefully lays the ground work with you to pursue the desired outcome.

Alicia lives in Naples with her husband, Fletch, and her sweet Goldendoodle, Oliver, who is also the Pawsitivity Director of Coastal 360 Capital Advisors. Outside the office, Alicia enjoys spending time with her children and her grandchildren as well as traveling and gardening..

Individual and Family wealth creates complex and far-reaching needs, as sophisticated as those of any institution or foundation. We focus on all facets of Wealth Management, providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency and scale. Our investment advice and guidance, along with Steward Partners and Raymond James resources allow us to customize, while allowing simplification of your investment profile. Tax planning and estate tax minimization is a key component of an overall investment plan. This allows Coastal 360 Capital Advisors to work in concert with clients' estate planning professionals as well as clients' CPAs.

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline.

Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER^™ professional and holds the Certified Investment Management Analyst (CIMA^®) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations.

He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful.

Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling.

Armand is a member of the following Professional Associations & Organizations:

* College for Financial Planning Alumni Association
* Eckerd College Alumni Association
* Financial Planning Association of Tampa Bay
* Investment Management Consultants Association

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER^™ (CFP^®) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your children's' education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets.

Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Blake Calligaro is a dedicated financial advisor committed to helping individuals and families build clarity, confidence, and long-term security around their financial lives. With a client-first philosophy and a disciplined, evidence-based approach. We help clients to turn complex financial decisions into clear, actionable strategies aligned with what matters most to them.

Blake works with clients across all stages of life, from young professionals building strong financial foundations to families balancing competing priorities and retirees focused on protecting and enjoying what theyve built. Areas of focus include comprehensive financial planning, investment management, retirement planning, tax-efficient strategies, risk management, estate planning, and education funding. Rather than offering one-size-fits-all solutions, Blake believes every financial plan should reflect a clients unique goals, values, and circumstances.

At the core of Blakes approach is the belief that good financial planning is about more than numbersits about people. Markets will fluctuate, life will change, and unexpected events will happen. By emphasizing diversification, long-term thinking, and disciplined decision-making, Blake helps clients stay focused on what they can control while navigating uncertainty with confidence. Education plays a central role in this process, and clients are encouraged to understand not just what decisions are being made, but why they matter.

Blake holds the industry gold standard, CFP®, CHFC®, RICP® designations and Series 7/65/6/63, and continually stays current with industry research, regulatory changes, and best practices. This commitment to ongoing learning allows Blake to provide thoughtful guidance grounded in both technical expertise and real-world application. Integrity, transparency, and accountability guide every client relationship.

Outside of work, Blake enjoys high level fitness... ultrarunning, weightlifting, international travel, golf, and believes that a well-planned financial life should support a rich and fulfilling personal life. Blake is passionate about helping clients align their money with their purpose, so they can spend more time focusing on what truly matters.

Whether navigating a major life transition or simply seeking a trusted partner to help manage long-term goals, Blake is committed to providing guidance, perspective, and peace of mind every step of the way.

Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.

Brandon Halversen brings a disciplined, client-first approach to financial planning that was shaped by years of military service and a genuine commitment to the people he works with. As a fiduciary, Brandon focuses on strategy, preparation and follow-through for successful outcomes that are always in the client's best interest. With nearly a decade of experience in the financial services industry, Brandon specializes in helping business owners, young professionals, pre-retirees, and high-net-worth individuals build a financial life that's both intentional and resilient. His work centers on four core pillars: holistic financial planning, tax-efficient investing, investment management, and retirement income planning that are all delivered through LPL Financials independent platform. This allows him to serve clients across the country without the conflict that can come with proprietary product pressure. What sets Brandon apart is his ability to translate complexity into clarity. Whether he's helping a business owner think through an exit strategy, guiding a young professional toward financial independence, or building a retirement income plan designed to last, he takes the time to make sure every decision makes sense not just on paper, but in the context of your life. Outside of work, Brandon's hobbies include boating, beach-going, automobile racing and a deep love for nature and wildlife. Brandon is licensed as an Investment Adviser Representative and holds his Series 65 registration.

To help clients align their financial decisions with their deepest personal values. Instead of a one-size-fits-all strategy, they focus on "investing in what matters most," ensuring that every financial choice supports a more satisfying and joyful life.

Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP^® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion as of September 30, 2023. Our advisors' affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

As a Financial Advisor, I help individuals, couples and families seek to grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help them work towards achieving their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help preserve your assets.

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions. Also serving you at our Lakeland location 5110 S. Florida Ave. Ste 106, Lakeland, Fl 33813

Craig Brown is a Financial Advisor with Prudential Advisors. He has over 21 years of experience in financial services. Prior to this role, he was Vice President, Private Client Advisor with J.P. Morgan Wealth management and worked with Fifth Third Securities as an Investment Executive.

A planned move to TheVillages, FL is the next step in the life and times of Craig Brown, he is planning to be involved in many professional and voluntary organizations upon completion of the move. Craig is an avid sports enthusiast and plays tennis 3-4 times a week. Has played ice hockey throughout his life including volunteering for 10+ years at the youth level while living in Minnesota Twin City suburbs.

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

We serve families as a steward of their financial lives. We walk them through a process that relieves the stress of financial planning and investment management enabling them to focus on family, health, and simply enjoying life.

We serve clients locally in our hometowns of Dayton and Cincinnati, Ohio, and across the United States through virtual and secure meetings. We draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. As a fee-only and fiduciary financial firm, our team at Birchcreek Wealth Management is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice. Schedule a Call. We'll get to know each other, discuss how our process works, and review next steps.

For our Florida office, please visit:
3955 Riverside Ave. Suite 203
Jacksonville, FL 32205
Tel: 937-567-0646

Daniel has been working in the financial services industry since 1998 and became a CERTIFIED FINANCIAL PLANNER^™ professional in 2004. He focuses on financial planning and wealth management for individuals and families.

Daniel is committed to an independent and personalized approach to helping his clients. He believes the best way to do this is through a holistic financial planning process that considers every aspect of a client's financial life. The first step in this process is to fully understand his client's specific financial goals and objectives. Once those are determined he works with them to develop an appropriate strategy that includes asset allocation, investment selection, risk management, income planning, budgeting and insurance analysis. After the strategy is implemented Daniel will conduct regular reviews for his clients to help ensure that the plan is monitored and kept on target with their goals.

DWF Wealth Management is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, coupled with professional advice and recommendations. Our utmost goal is to provide customized strategies that can grow with our clients throughout the many milestones in life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.

We partner with LPL Financial and IHT Wealth Management to offer services and platforms that we believe will best serve the needs of our clients.

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: income planning, wealth management, financial, and tax planning.

Certified Estate Planner (CEP®), Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist), Certified Senior Advisor (CSA), Certified Financial Fiduciary (CFF), Registered Investment Advisor (RIA) firm, Member of both the Better Business Bureau, National Ethics Association, Paladin Member, B.A., Indiana University, Honors, Published: "Urban Land Use: Policy & Controls", Elder & active member of his church, avid sports and exercise enthusiast, Father, and married to a wonderful wife.

Strong advocate for the implementation and utilization of a multi-disciplinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.



https://reap.seminarsoncall.com

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC)

We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement and income issues, wealth management, estate planning needs and tax and related challenges.

REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide:

Asset Protection and Preservation

Estate Tax Limitation or Reduction

Wealth and Estate Transfer Planning

Individual and Family Trust Planning

Planning for Disability or Incompetence

Capital Gains Tax Reduction

Reduction of Taxes on Social Security Benefits

Income Tax Reduction and Increasing Spendable Income

Seminars Specializing in Estate, Income, Financial & Tax

Advisory Issues

Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

Dr. Frank Ragonese, affectionately known as "Dr. Frank," is the esteemed founder of Pelican Wealth Advisors, LLC, a fiduciary asset management Registered Investment Advisor firm headquartered in Bonita Springs, Florida.

Possessing an unconventional educational background in engineering, Dr. Frank parlayed his vast academic experience as a former college professor into a flourishing career spanning over 35 years in business and finance. He devoted a decade as the Chief of Risk Management for one of the world's largest corporations, followed by an 15+ year tenure as a portfolio manager.

In response to a demand for an innovative approach to financial services, Dr. Frank Ragonese founded Pelican Wealth Advisors. The firm values its autonomy from large brokerage institutions, adopting a compensation model that aligns with client interests, thereby creating a reciprocally beneficial partnership.

Dr. Frank's notable expertise in risk management allows him to implement the firm's comprehensive approach across various financial domains, including investments, retirement income, taxes, long-term healthcare, and estate planning. This proactive methodology equips clients to adeptly handle potential financial challenges, such as longevity risk or unexpected healthcare expenses.

At Pelican Wealth, we understand that planning for your financial future is a significant task, and getting a second opinion can bring valuable insights. Our seasoned team of financial advisors is dedicated to providing you with objective and comprehensive evaluations of your current financial plan. We bring a fresh perspective, fortified by our extensive industry experience and keen understanding of financial markets and investment strategies. Dont leave your financial future to chance  a second opinion could make all the difference. We encourage you to reach out to us today!

Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

WE MAKE LIVES BETTER BY SOLVING THE FINANCIAL CHALLENGES OF OUR CHANGING WORLD

Simply put, that's our purpose. For 150 years and counting, we've been helping our customers live a better life, longer. And today, we're more dedicated than ever to expanding access to financially secure and fulfilling futures.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and customers. By putting their long-term interests first, we've shown that looking out for each other pays off, time and again. The proof is in our financial strength ratings 1, among the highest of any company in any industry.

We want you to come away from your first meeting with us with a sense that it was the best hour that you've ever spent on your personal finances. Then, if you choose to work with us going forward, we want every meeting to conclude with you thinking that you couldn't have picked a better partner to work with you along your personal financial planning journey. We want to be your LIFETIME financial advisor. Our founder, Jim Hendricks, started the firm in 2004 and still works full-time with the firm today. We also have four other advisors and two support staff who will work closely with you with the goal of making you feel like you couldn't have chosen a better team. We have offices in Bradenton, FL and Algonquin, IL.

For over two decades, Jorge has had the privilege of helping business owners, executives, and physicians turn their ambitions into achievable financial goals. His career began in 2002 at the largest financial planning company in the world. After nine years of managing hundreds of client relationships and mentoring dozens of advisors, Jorge realized his true passion was working one-on-one with clients to make a real difference in their lives.

In 2010, Jorge took a leap of faith and founded Success Wealth Management, a boutique Wealth Management and Financial Planning Services firm in Tampa, FL, to offer a highly personalized financial planning service to a select number of clients. As a Certified Financial Planner^™ (CFP^®), he is proud to have grown his practice primarily through referrals and by serving as a trusted Dave Ramsey SmartVestor Pro across three markets since 2017.

Outside of work, Jorge is a proud nerd with a Bachelor of Science degree in Financial Planning, graduating summa cum laude. At 16, he became Venezuela's National Chess Champion and ranked 36th in the world at the World Youth Chess Championship in Bratislava, Slovakia. However, Jorge considers his greatest accomplishment to be his family: his wife, Amanda, and their three daughters, who inspire him every day to be the best person he can be.

Success Wealth Management is a Tampa-based Financial Planning and Wealth Management firm serving a select group of clients across the nation.

When you work with us, you will find the resources of a large corporation with the personal client attention of a boutique firm. Because good old-fashioned customer service never goes out of style, we cater to your needs, schedules, and unique circumstances.

Whether you live near our office in Tampa, in busy New York City, anywhere in beautiful California, or even as far as Alaska, your financial planner will work with you one-on-one and deliver exceptional service in-person or via virtual meetings.

At Success Wealth Management we get to know you: we ask questions and take the time to listen. We strive to be your most trusted financial professional, and if we are lucky, develop friendships that last a lifetime!

We work with clients that value a financial advisor that helps them reach their financial goals.

Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.

We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.

We provide personalized financial solutions and tailored recommendations that help you achieve your financial goals and objectives. Our open architected solutions put your interests first. We know your hopes and dreams include sending your children to the right schools and maintaining a financially independent and worry free retirement. Our motto is Knowledge, Integrity and Trust. Let our knowledge work for you.

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

"The mission of Provident Wealth Management Group is to provide each of our clients with customized well researched advice, industry leading products, and exceptional personalized service, while acting in their best interest at all times". We are independent financial advisors with LPL Financial. We focus on the preservation of wealth, investment growth, maintaining income during retirement years, and our client's protection needs. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, portfolio rebalancing, and asset allocation analysis. At Provident Wealth Management Group we work to benefit and enrich the lives of our clients by upholding our high standard of care. We work without the constraints of proprietary products, conflicts of interest, or hidden agendas. We offer our clients unparalleled financial advice and first-class service and investment products. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Provident Wealth Management Group, A Registered Investment Advisor and separate entity from LPL Financial.

Helping people make informed decisions to build strong financial foundations can put our clients in a position to succeed well into the future. We help people with the goal of optimizing financial wellness. We consider collaboration to be one of the most important aspects of our business. By taking a teaming approach with our clients, they are part of their financial wellness journey. We are committed to empowering our clients with comprehensive financial knowledge, helping to ensure they make informed decisions tailored to their unique goals. Simultaneously, our team remains dedicated to continuous learning, staying abreast of the latest industry trends and pursuing certifications and education to improve our ability to serve our clients.

Prior to joining Excelsior Wealth Partners, Russell spent almost 10 years as a Vice President with M&T Securities. Previously to M&T Securities, Russell worked for SunTrust, including partnerships with their Sports & Entertainment Division in Miami, Florida, which focused exclusively on the unique planning needs of celebrities and professional athletes. Russell also served with a Special Forces National Guard under a Rep 63 contract before transitioning to Infantry. His 11 year old son, Chance, is an actor.

Excelsior Wealth is a premier asset management firm, that is in the business of finding innovative investment solutions and great investment ideas.

Our experience, personalized approach, and commitment to serving our clients make us unique in our Marketplace.

A community of independent financial advisors who share a commitment for excellence by fostering a culture of openness and transparency, while focusing on a world class client experience.

We can help you achieve your financial goals through tailored money management and a fee structure designed for your success.

As a well-respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth can help you achieve your financial goals.

Seema Ramroop , CRPS ® is a seasoned Financial Planner with LPL Enterprise at Prudential Advisors, bringing close to two decades of experience in delivering personalized, holistic financial guidance in the USA. Having previously held key advisory roles at industry giants Morgan Stanley and Merrill Lynch, including making bank and lending a part of her practice.

Seema has cultivated a rich understanding of wealth management strategies that spans every stage of life and business.

Her areas of expertise include comprehensive financial planning, retirement strategies, investment management, and small business solutions, where she takes a client-centered approach to help individuals, families, and entrepreneurs align their goals with actionable strategies. She also draws on her previous experiences to be able to provide many different perspectives for financial planning to her clients with analysis on assets and liabilities.

Her approach is built on education, relationships and a genuine passion for helping others work towards long-term financial well-being and confidence.

Beyond the numbers, Seema is deeply committed to her local community, she is actively volunteering and supporting initiatives that foster financial literacy, empowerment of women, she is a champion on several fronts especially domestic violence, homelessness and hunger.

Whether youre building a legacy, scaling a business, planning for a confident retirement or crafting a legacy, Seema provides thoughtful, strategic advice backed by experience and delivered with a big heart.

Prudential Advisors is recognized for delivering comprehensive financial guidance built on more than 150 years of experience in insurance, retirement planning, and wealth management. As part of Prudential Financial, the firm combines the stability of a global financial leader with a client centered advisory model designed to support individuals, families, and businesses through every stage of life.Prudential Advisors operates across several key lines of business: holistic financial planning, investment management, retirement income strategies, insurance and protection planning, workplace benefits, and business planning services. This broad platform allows advisors to integrate investments, protection solutions, and long-term planning into a cohesive strategy tailored to each client's goals. The firm is especially known for its strength in life insurance, annuities, and retirement income planning areas, where many clients seek clarity and long-term security.

The service mission centers on helping clients achieve financial wellness through education, personalized planning, and ongoing guidance. Advisors take a needs based approach, focusing on understanding a client's full financial picture before recommending solutions. This includes retirement planning, risk management, estate strategies, business succession, and investment advice supported by Prudential's research and product capabilities. Compared with other large wealth management firms, which are primarily investment-driven wealth management institutions, Prudential Advisors emphasizes a more integrated planning model that blends investments with insurance, protection, and retirement income strategies. While those firms focus heavily on portfolio management and capital markets, Prudential Advisors is structured to address both sides of a client's balance sheet assets and risks within one advisory relationship. This allows clients to receive guidance not only on growing wealth but also on protecting it, planning for longevity, and preparing for life's uncertainties.

Prudential Advisors also collaborates closely with outside professionals CPAs, attorneys, and business consultants to ensure clients receive coordinated, comprehensive advice. Advisors can leverage both in house resources and external partnerships to deliver estate planning support, tax aware strategies, business transition planning, and long-term financial roadmaps.

Ultimately, Prudential Advisors aims to provide clients with clarity, confidence, and a long-term partnership focused on financial stability. Its service model is built on accessibility, education, and a commitment to helping clients navigate complex financial decisions with a trusted advisor by their side.

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

At Tableaux Wealth, we help clients move from financial uncertainty to confidence by designing, implementing, and monitoring an evolving financial picture, so money supports your life--not the other way around.

Our work spans financial planning, investment management, tax strategies, insurance planning (including long-term care), estate planning, and wealth transfer, plus personal coaching when markets or life changes create uncertainty.

Clients value us most for how we work day-to-day:

--We explain everything. Teaching is part of our process. If you don't know, we want you to ask, and we'll translate complexity into clear, practical choices.

--We handle the details, big and small. From helping you open and organize accounts to coordinating the moving pieces across your financial life, we aim to make the process easier and less stressful.

--We're available for real-life decisions. Clients call us not only about planning and investing. They reach out before buying a car, evaluating a big expense, or visiting an assisted-living community. They want a trusted sounding board who understands their whole picture.

--We quarterback your professional team. We actively collaborate with your CPA, estate planning attorney, and other specialists. Clients often ask us to join meetings and help translate the implications into next steps.

Our clients include many single women, who appreciate our straightforward, respectful approach and our willingness to guide them through every step until they feel fully understood and in control.

I specialize in comprehensive financial planning services for a fee. I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.

The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non product specific strategies to help them pursue their goals.

Our purpose drives everything we do, helping generations of people achieve lasting financial stability with the guidance and support they need to reach their financial goals.