Find Top Financial Advisors in Winter Haven, Florida

Maria Giacalone-Mozo was born and raised in New Jersey, she has spent most of her life on the west coast of Florida and currently resides in the Tampa Bay area. After losing several loved ones at an early age she learned to channel pain into gain through the act of giving back and active portfolio management. Maria is currently a CRPC, Chartered Retirement Planning Counselor (sm) which gives her a deeper understanding of how retirement plans work so that she can better help her clients make informed decisions. (CRPC conferred by College for Financial Planning) Maria holds the series 65,7,63,6, and 2-15 licenses through LPL Financial. I strive to be a preeminent Wealth Management Advisor who consistently provides exceptional service and value to my clients. By providing quality investment advice and unapparelled planning that goes beyond industry standards, my clients can rest assured they won't outlive their retirement assets and generate lasting income streams in retirement and beyond. I utilize full discretion, active portfolio management strategies and create holistic financial plans while keeping clients informed and up to date on financial markets. My business model is centered around offering an elevated level of client engagement in order to provide excellence in the wealth management industry. Please visit my website to learn more about services offered.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

About McDonough Capital Management

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.

Advisory Services Provided:

Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance. In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients. With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.

About Accurate Advisory Group

We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

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.

About Success Wealth Management

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!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Provident Wealth Management Group

"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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Born and raised in Baton Rouge, Louisiana, Jacob built a career rooted in service and leadership. He spent 20 years in the U.S. military, first as an F/A-18 aircraft mechanic in the Marine Corps before transitioning to the Army to work on Blackhawks, Chinooks, Apache's, and Kiowas. His final decade was spent in Civil Affairs under special operations, honing his expertise in strategy and global operations. After retiring in 2020, Jacob shifted his focus to financial services, bringing the same discipline, adaptability, and mission-oriented mindset that defined his military career. He earned an MBA from Louisiana State University and joined Independent Financial Partners (IFP) as a project manager. Through a commitment to operational excellence, he quickly obtained his Series 7, 24, and 66 licenses and rose to Director of Operations, where he oversaw six key departments, ensuring efficiency, compliance, and advisor support. In 2025, Jacob founded SITREP Financial, dedicated to guiding individuals and businesses through financial complexities with clarity and confidence. With a focus on integrity, strategic planning, and client-first service, SITREP Financial helps clients navigate investments, retirement planning, and financial decision-making with the same precision and dedication that Jacob brought to his military and leadership roles.

About SITREP Financial

At SITREP Financial, we bring a mission-driven mindset to financial services. Founded by a seasoned veteran with extensive financial leadership, we combine discipline, integrity, and precision to help you navigate financial complexities with clarity and confidence.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Stephen Colavito is CIO of San Blas Advisory and Zermatt Private Wealth. Both firms focus on UHNW Individuals and Multi-family Office clients. Stephen is the Chief Investment Officer (CIO) responsible for developing global investment insights and working within the firm(s) to create actionable advice. He also represents San Blas' market views across all channels as a speaker and through the company's research. His career in wealth management and investing spans 30 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wirehouses, Colavito was a short-duration portfolio manager before joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business. Investment shows such as Bloomberg News, Fox Business, and AriseXchange. Colavito is a member of the American Economic Association (AEA) and one of a handful of advisors selected by the Financial Times as part of their Leadership Council. He graduated from Florida International University (FIU) with a Bachelor of Science degree in Finance. Colavito played collegiate tennis at FIU. He is an active church member, husband, and father of three daughters.

About SB Advisory

San Blas Securities comprises the broker-dealer and three RIA advisory practices. Headquartered in Atlanta and Chicago, its platform includes Capital Markets and an Independent Advisor Network. We comprise a core team of individuals with a proven track record in both fields. SB Advisory and Zermatt Private Wealth are preeminent wealth management firms. We strive to provide exceptional service and personalized solutions to Ultra High Net Worth clients and Multi-Family Offices. Our depth of public and private markets, combined with our deep expertise in investment banking and institutional trading, creates the ability to provide our clients with opportunities that may not be available to most individual investors.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

As founder of Decima Wealth Consulting, Brennan brings over 15 years of expertise in building relationships and guiding families to grow and safeguard their wealth. Since 2008, he has served as a trusted advisor to numerous C-Suite executives, high-net-worth individuals, and accomplished families. Brennan's extensive experience and meticulous approach enable him to help clients achieve their financial goals. Brennan has been trusted and recommended by companies such as L3Harris, Johnson & Johnson, Pfizer, Conmed, and Echostar to advise their executives on tax-efficient strategies for wealth accumulation and distribution, executive compensation, and investment planning. Over his 16 years with Fidelity Investments, he supported over 1,000 high-net-worth clients successfully prepare for retirement while overseeing $3 billion in client assets. As a recognized thought leader, Brennan has been featured in numerous Fidelity seminars, webinars, and podcasts, covering topics like income planning, tax-efficient investing, market trends, and the impact of elections on investments. Based in sunny Saint Petersburg, Florida, Brennan enjoys traveling and exploring national parks with his wife Erin and their children, Cohen and Winter. An avid mountaineer, he has climbed and trekked across the globe. Whether navigating a mountain or managing finances, Brennan believes the journey matters as much as the destination.

About Decima Wealth Consulting

At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts. Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility. Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars: Understanding your specific needs Providing coordinated retirement tax and investment strategies Making your financial life simpler and more confident

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. ^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.