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Qualifications of Financial Advisor in Ormond Beach

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 Ormond Beach, Florida
Financial Advisor Office Location Phone Number
Richard Reyes, CFP,
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
Nick J. Russell, CRPC® Founding Partner,
Sunrise Wealth Advisors
6052 Turkey Lake Rd, Ste. 101,
Orlando, FL  32819
(407) 237-0117
Dr.Jeff Camarda,
Camarda Wealth Advisors, LLC
166 A1a,
Fleming Island & Ponte Vedra, FL  32082
(800) 262-1083
Steve Crossett,
Financial Engines Advisors, LLC
4651 Salisbury Road,
Jacksonville, FL  32256
(904) 642-3939
Tom McDermott,
A.P.A. F L.
3010 3rd Street South,
Jacksonville, FL  32250
(904) 222-8491

Information on Qualified Financial Advisors in Ormond Beach

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,
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 represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.

Qualifications CRD# 4955951
Series 7, 66

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

Office Location 6052 Turkey Lake Rd, Ste. 101,
Phone Number (407) 2370117

A founding partner of Sunrise Wealth Advisors, Nick J. Russell is actively involved in his office as an Investment Advisor Representative and CRPC®. Nick truly believes in dedicating year-round time and attention to each and every one of his clients.Nick specializes in subjects including (but not limited to) Investment Advisement, Wealth Management, Retirement Planning. When he is not at the office, Nick enjoys traveling, spending time with his family and friends, golfing, and rooting for the Virginia Tech Hokies and Orlando Magic sports teams.

About Sunrise Wealth Advisors

Nick J. Russell, CRPC®, is a founding partner of Sunrise Wealth Advisors and developed the company via his firm belief that clients should be able to receive unbiased financial guidance. Nick has over 11 years of industry experience and currently services his clients in Investment, Insurance, and Financial Planning.

Qualifications CRD# 1321857
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets

Office Location 166 A1a,
4371 Park Avenue (US 17), Suite 201,
Fleming Island & Ponte Vedra,
Phone Number (800) 2621083

Dr. Jeff Camarda, one of the Best Financial Advisors in America according to Barrons, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he's developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that's real wealth leadership. Besides the Barron's honors, Jeff's also been named one of WORTH Magazine's Top 250 advisors, and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he's completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM®) curriculum. He also holds a Master's degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff's written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors. Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.

Qualifications CRD# 1977387
FirmCRD# 104510
Series 7, 8, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 4651 Salisbury Road,
Suite 400,
Phone Number (904) 6423939

"Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Qualifications CRD# 4369434
FirmCRD# 149414
Series 65

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

Office Location 3010 3rd Street South,
Suite A,
Phone Number (904) 2228491

TOM MCDERMOTT entered the insurance and financial industry in 1988. His desire and passion was to help others prepare for their long term income needs in retirement. He started in the little town of Cookeville, TN and was asked to move to Raleigh, NC a short time later to help with a struggling office. Tom accepted the challenge and turned the office around to be productive in a very short time. As a result of his hard work and his 'putting others first attitude,' he became one of the top five advisors with a national insurance company. In 1993, Tom decided to go independent. That meant Tom could always put the clients interest in front of a companys interest. This created an even better opportunity for his clients. The independence allowed him to become one of the top advisors in the nation. Tom, in addition to working with clients, also works with agents and advisors around the United States. He has been described as 'The Advisor to the Advisor.' Tom focuses on staying current with the issues and concerns that plague his clients. He has dedicated himself and his staff to staying current with issues and solutions available to better work with his clients. Tom has a team of attorneys and CPA's at his disposal to help with any legal and tax issue.

About A.P.A. F L.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

List of Additional Financial Advisors in or around Ormond Beach, Florida
LifePlan Advisors, Inc. Ormond Beach, FL
Rampersaud Wealth Management Oviedo, FL
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