WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Brandon, Florida | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Barry Cantrell II Edelman Financial Engines, LLC |
10150 Highland Manor Drive, Suite 200, Tampa, FL 33610 4350 West Cypress St, Meridian One Suite 101, Tampa, FL 33607 |
(813) 661-1717 |
| Jason Heinzelmann Provident Wealth Management Group |
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607 |
(813) 240-6655 |
| Robert Harwood Harwood Financial Group |
13191 Starkey Rd, Tampa, FL 33609 |
(727) 524-1427 |
| Armand Atkinson, MS, CFP, CIMA, AIF NBC Securities, Inc. |
5426 Bay Center Dr, Ste 575, Tampa, FL 33609 |
(727) 623-0346 |
| Isaac Hartmann, CFP®, CFA Allen & Company of Florida, Inc. |
1401 South Florida Avenue, Lakeland, FL 33803 |
(863) 616-6039 |
| Troy Garcia CFP® Allen & Company |
1401 S. Florida Ave., Lakeland, FL 33803 |
(863) 616-6021 |
| Don Williams Edelman Financial Engines, LLC |
6151 Lake Osprey Drive Suite 313, Sarasota, FL 34240 |
(941) 360-2727 |
Qualifications
CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
10150 Highland Manor Drive, Suite 200,
Tampa,
FL 33610
Phone Number
(813) 6611717
Office Location
4350 West Cypress St, Meridian One Suite 101,
Tampa,FL 33607
Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Office Location
3030 North Rocky Point Drive West, Suite 700,
Tampa,
FL 33607
Phone Number
(813) 2406655
Jason Heinzelmann is a Founding Partner of Provident Wealth Management Group and a Registered Representative with LPL Financial. He holds the designation of Chartered Retirement Planning Counselor (CRPC®) from The College for Financial Planning. Jason brings a broad range of experience gained over many years in financial services, first as a Market Maker and Proprietary Trader, and then as a Financial Advisor. As a business owner himself Jason understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jason specializes in helping business owners and professionals work towards their financial goals using advanced financial planning techniques. LPL Financial offers no investment products of its own and doesnt engage in investment banking activities. This enables Jason to devote his energies not to product quotas, but to understanding and pursuing each clients individual financial objectives using unbiased investment recommendations. Jason has lived in the Tampa Bay area since 1993, having attended and graduated from the University of South Florida. Jason and his wife Emily are the proud parents of three children, Kaitlyn, Ben, and Ella.
"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased 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 clients 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 Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.
Office Location
13191 Starkey Rd,
Suite 1,
Tampa,
FL 33609
Phone Number
(727) 5241427
I want to take a moment to introduce you to my family; my wife Ana, and our children Sofia and Adam. Like all of my clients, family is also my most valued asset. My personal and professional choices reflect not only the values I had growing up, but also my discipline as a pilot and officer in the United States Air Force, my dedication as a father and husband, and my devotion as a trusted financial professional. I care about the process of helping people achieve success, the significance of their desired life and financial outcomes, and the life-altering consequences of not protecting against risk. As a pilot and officer in the USAF, I learned many lessons that I now apply to my personal and professional life. The military stresses a value system that puts family, country, and others before self. It teaches people to lead, not just to follow. These are all great lessons that I continue to respect and follow.
We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence. As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.
Qualifications
CRD# 5167229
FirmCRD# 112097
Series 7, 66
Compensation/Fee
I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly
Office Location
5426 Bay Center Dr, Ste 575,
Tampa,
FL 33609
Phone Number
(727) 6230346
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 NBC Securities, Inc., 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 childrens 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 NBC Securities, Inc., is ready to help you create the future you choose.
Qualifications
CRD# 4666387
FirmCRD# 25
Series 7, 66
Office Location
1401 South Florida Avenue,
Lakeland,
FL 33803
Phone Number
(863) 6166039
Hoping for love and laughter in their lives, his parents named him, Isaac, and his sister, Charity. Isaac considers having the heart of a counselor and coach to be his most critical asset. He blends an appreciation of traditional finance with behavioral finance and understands the value of a partnership over a product. After graduating from the University of Florida with a BS in Finance, Isaac began his career with Allen & Company in 2004. He holds the CERTIFIED FINANCIAL PLANNER™ designation and the CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded designations within the financial services industry. He holds Series 7 and 66 securities licenses, as well as Life, Health and Variable Annuity licenses. Isaac was chosen Allen & Company's "Employee of the Year" in 2013. He considers his family his greatest treasure. In the words of his late Grandfather, "the gift of love is the spice of life; fortunate is the man who weds a good wife." He and Maribeth feel blessed with six children, Lincoln, Naomi, Titus, Kennedy, Quinn (in heaven), and Malachi. A graduate of Leadership Lakeland, Isaac is proud to be most intimately connected with Highland Park Church of the Nazarene and the Dream Center of Lakeland, serving on the Advisory Board. A lover of the outdoors, sports and competition, he is a marathoner, avid fisherman, tennis player, soccer player and bridge-playing enthusiast. Believing that one's favorite author is often the best reflection of one's self, he most admires C.S. Lewis.
Allen & Companys longstanding heritage of personalized customer service spans more than 85 years. From our humble beginnings in J. Everett Allens windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of familys have trusted Floridas oldest investment firm to grow their wealth and help secure their financial future. When Ralph Allen joined his fathers firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years. Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.
Qualifications
CRD# 5341060
FirmCRD# 25
Series 7, 66
Compensation/Fee
I am a fee-based financial professional, Based on Assets
Office Location
1401 S. Florida Ave.,
Lakeland,
FL 33803
Phone Number
(863) 6166021
A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church. As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32. Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities. He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.
Allen & Company's longstanding heritage of personalized customer service spans more than 80 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm to grow their wealth and help secure their financial future. When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years. Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.
Qualifications
CRD# 1950478
FirmCRD# 104510
Series 7, 8, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 34240
Phone Number
(941) 3602727
Joined Financial Engines in 2005. Began his career in the financial services industry in 1989. Successfully completed the Series 7, 8, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund Counselor? (CMFC®) and Chartered Retirement Planning Counselor (CRPC®) certification(s). Member of Brandon Chamber of Commerce. Married to Kristin. They have two children: Grant and Grace.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
| List of Additional Financial Advisors in or around Brandon, Florida | |
| GunnAllen Financial | Brandon, FL |
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