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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Sarasota. 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.

Qualifications of Financial Advisor in Sarasota

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 Sarasota, Florida
Financial Advisor Office Location Phone Number
Evan R. Guido,
The Evan Guido Group- Private Wealth Management
One Sarasota Tower - 12th Floor,
Sarasota, FL  34236
(941) 906-2829
Brian Glickman,
Brian E Glickman CPA, RFC, PFS
2975 Bee Ridge Rd Suite C Room 4,
Sarasota, FL  34239
(941) 922-3772
Dwight Pendola CFP®,
Horizon Wealth Advisors
9040 Town Center Parkway,
Lakewood Ranch, FL  34202
(910) 352-0751
Barry Cantrell II,
Financial Engines Advisors, LLC
6151 Lake Osprey Drive Suite 313,
Sarasota, FL  34240
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(941) 360-2727
(813) 661-1717
Jason Heinzelmann,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 240-6655
Jarrod Rutledge, CFP®,
Provident Wealth Management Group
3030 North Rocky Point Drive West, Suite 700,
Tampa, FL  33607
(813) 283-8413
Sam Mazzola,
Financial Engines Advisors, LLC
9160 Forum Corporate Parkway,
Fort Myers, FL  33905
(877) 857-3030

Information on Qualified Financial Advisors in Sarasota

Qualifications CRD# 4418691
FirmCRD# 39-1236032
Series 7, 63, 65

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


Office Location One Sarasota Tower - 12th Floor,
Sarasota,
FL 
34236
Phone Number (941) 9062829

Who we serve, what we do for you and how we do it. Who We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work. Our services help many people with a focus on the needs of retirees or (those about to retire). What We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level. How We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events. Find out more at: evanguidogroup. com List of Services Client Experience Sample Client Reports

About The Evan Guido Group- Private Wealth Management

We focus on retirement planning and Rising Dividend Portfolios. Baird is an employee-owned, fully independent international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Combining deep expertise, long-term perspective and a belief that integrity is irreplaceable, we focus on achieving Great outcomes. Done well. for our individual, corporate, institutional and municipal clients. From 2004 - 2015, Baird has been recognized as one of the FORTUNE 100 Best Companies to Work For. Baird has $135 billion in client assets as of March 31, 2015. Baird Financial Advisors have been recognized in Barron's and other publications among the nation's top financial advisors.



Qualifications CRD# 2757895
FirmCRD# 17839
Series 6, 7, 24, 26, 63

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


Office Location 2975 Bee Ridge Rd Suite C Room 4,
Sarasota,
FL 
34239
Phone Number (941) 9223772

My belief is that every client has their own financial goals and prospective on how to reach them. I take great care to understand my clients so that I can provide them with financial solutions that will address their unique needs.

About Brian E Glickman CPA, RFC, PFS

The focus of my practice is working with small business owners and individuals to plan for their retirement using the most tax efficient methods to meet their current and future goals. All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor Tax planning and accounting services are provided by Brian E. Glickman Certified Public Accountant. Such services are not affiliated with the Investment Center Inc or IC Advisory Services, Inc What is your approach to financial planning? Holistic approach through the integration of tax and investment planning to help maximize benefits of investing to potentially reduce tax liabilities



Qualifications CRD# 5419103
FirmCRD# 148338
Series 66

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


Office Location 9040 Town Center Parkway,
Lakewood Ranch,
FL 
34202
Phone Number (910) 3520751

Dwight's passion for stock analysis, financial planning, and client services grew from his early background as a personal banker. This experience led him to a career as a financial advisor in his hometown of Sarasota, Florida. A true native of Sarasota, he graduated from Sarasota High School in 1999. He moved to North Carolina to be closer to his family and graduated from The University of North Carolina at Wilmington in 2004 with a bachelors degree in finance. After graduation, he decided it was time to move home and pursue a career in the financial industry, helping individuals in the southwest region of Florida. He currently serves as an investment advisor representative and portfolio manager at Horizon Wealth Advisors. Presently, he resides in Sarasota, Florida with his two Labrador retrievers, Abbey and George. Beyond his career, he is passionate about improving his personal health and wellness through yoga, exercise, and meditation. Yoga has become an influential part of his life and he is a Registered Yoga Teacher, RYT-200hr, and teaches several classes a week. In addition, he is a board member and treasurer of the Gulf Coast Italian Cultural Society and supports The Sarasota County Humane Society, Manatee County Humane Society, and Southeastern Guide Dogs, Inc.

About Horizon Wealth Advisors

Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. As your adviser, our goal is to help you focus on the long- term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence. Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement. It is our fiduciary duty to provide suitable investment advice and always act in your best interest.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 6151 Lake Osprey Drive Suite 313,
Sarasota,
FL 
34240
Phone Number (941) 3602727

Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,FL  33607
Phone Number (813) 6611717

Joined 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. 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 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).



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 doesn’t engage in investment banking activities. This enables Jason to devote his energies not to product quotas, but to understanding and pursuing each client’s 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.

About Provident Wealth Management Group

"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 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 Independent Financial Partners, A Registered Investment Advisor and separate entity from LPL Financial.



Qualifications CRD# 4769331
FirmCRD# 6413
Series 7, 66

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


Office Location 3030 North Rocky Point Drive West, Suite 700,
Tampa,
FL 
33607
Phone Number (813) 2838413

Jarrod Rutledge is a Founding Partner of Provident Wealth Management Group as well as a Registered Representative with LPL Financial. He holds the designation of CERTIFIED FINANCIAL PLANNER™. Jarrod brings a broad range of experience gained over many years as a financial advisor. As a business owner himself, Jarrod understands the importance of having objective, professional help in developing and implementing a comprehensive, fully integrated financial plan. Jarrod 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 doesn’t engage in investment banking activities. This enables Jarrod to devote his energies not to product quotas, but to understanding and pursuing each client’s individual financial objectives using unbiased investment recommendations. Jarrod is a Florida native, and graduated from the University of South Florida. Jarrod and his wife Sarah are the proud parents of their 10 year old son Peyton, 8 year old daughter Kailey, and 2 year old daughter Rebekah.

About Provident Wealth Management Group

"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 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.



Qualifications CRD# 4227548
FirmCRD# 104510
Series 6, 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 9160 Forum Corporate Parkway,
Suite 350,
Fort Myers,
FL 
33905
Phone Number (877) 8573030

Joined Financial Engines in 2011. Began his career in the financial services industry in 1996. Successfully completed the Series 6, 7, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Associates degree in Accounting from Monroe Community College. Hometown is Pittsford, NY. Married with two children: Adam and Alexa.

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).



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