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Qualifications of Financial Advisor in Mount Dora

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Financial Advisors in Mount Dora, Florida
Financial Advisor Office Location Phone Number
Eric Lasso
Edelman Financial Engines, LLC
1900 Summit Tower Boulevard,
Orlando, FL  32810
(321) 207-9017
Richard Reyes, CFP
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
William Smathers
Smathers Financial Group, Inc.
8564 East CR 466,
The Villages, FL  32162
(352) 561-3060
Steve Crossett
Edelman Financial Engines, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(321) 751-6162
Barry Cantrell II
Edelman Financial Engines, LLC
10150 Highland Manor Drive, Suite 200,
Tampa, FL  33610
(813) 661-1717

Information on Qualified Financial Advisors in Mount Dora

Qualifications CRD# 3201387
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1900 Summit Tower Boulevard,
Suite 630,
Orlando,
FL 
32810
Phone Number (321) 2079017

Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 2007. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Florida and Master of Business Administration from University of Florida.

About Edelman Financial Engines, LLC

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.



Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.



Qualifications CRD# 2185120
FirmCRD# 130349
Series 4, 7, 24, 31, 63, 65 Registered Investment Advisor

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8564 East CR 466,
Suite 205,
The Villages,
FL 
32162
Phone Number (352) 5613060

William (Will) H. Smathers graduated at Florida State University in 1966. He enlisted in the Officer's Candidate Program in the Marine Corps at Quantico, Virginia and was commissioned a Second Lieutenant. While serving in Vietnam as Company Commander of A Company, First Shore Party Battalion in 1969, First Lieutenant Smathers was decorated with the Navy Commendation Medal with V for his meritorious service and actions under fire. He was given a field promotion to the rank of Captain. At wars end, he resigned his commission as a Major for a role in the private world. Mr. Smathers served on the Board of Directors for Waterman Hospital; was Lake County Coordinator for the Leukemia Society and served as master of ceremonies for two years; founded the Mount Dora Art Festival; and worked with the March of Dimes in preventing child birth defects. While at Dean Witter, Mr. Smathers received the National Sales Directors Award for finishing number one in his class; was voted Account Executive of the year in 1993; and was in the President's Club for six consecutive years.

About Smathers Financial Group, Inc.

Smathers Financial Group, Inc.(SFG) is a Independent Wealth Management Company that caters to a wide range of clients that are looking for advise on their investments and estate planning. The main office for SFG is located in The Villages in The Santa Fe Professional Building located at 8465 East CR 466, Suite 205, The Villages, FL 32162. SFG has other offices located in Tavares, Mount Dora, and Winter Park Florida.



Qualifications CRD# 1977387
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 
32940
Phone Number (321) 7516162

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

About Edelman Financial Engines, LLC

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.



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

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.

About Edelman Financial Engines, LLC

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 Mount Dora, Florida
Edward Jones Mount Dora, FL
Rampersaud Wealth Management Oviedo, FL

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