Invested Better
Financial Planning Services Advisors in Florida
23,139 Results
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Mary De Luis is a financial advisor at J.P. Morgan Securities LLC. Mary has over 13 years of experience in the financial services industry. Mary holds Series 7, 63, and 65 licenses. Mary is registered to provide investment advice in 53 states and is also a registered representative in Florida and Texas. Mary specializes in providing financial advice to individuals, families, and businesses. Mary's previous experience includes working at Goldman Sachs & Co. in New York, NY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

PENSACOLA, FL

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Mary Robertson White is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry for 22 years and holds Series 7 and 66 licenses. Mary is licensed in 29 states and has been registered with Merrill Lynch since 2001. Mary is a member of the Financial Industry Regulatory Authority (FINRA).

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

INDIAN HARBOUR BEACH, FL

0 Disclosures

ADVISOR BIO

Mary Ellen Baldwin is an Investment Advisor Representative, licensed in both Florida and Texas. Mary Ellen is a Certified Financial Planner® and has over 25 years of experience in the financial industry. Currently, Mary Ellen is an Investment Advisor Representative at The Colony Group, LLC. Mary Ellen specializes in working with individuals, high-net-worth individuals, families, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

DELAND, FL

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mary Francis Calabro is a financial advisor at Raymond James & Associates, Inc. Mary has been working in the financial industry since 2002. She has experience with a variety of clients including individuals, corporations, insurance companies and pension plans. Mary is licensed to provide financial advice in both California and Florida. Mary is committed to helping her clients achieve their financial goals and is a valuable resource for those seeking guidance in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Mary Frances Murray is an active Registered Representative with Raymond James & Associates, Inc. She is a Series 63, 79TO and SIE licensed professional with over 6 years of experience in the financial services industry. Mary Frances Murray currently holds a branch office location with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Her area of expertise includes investment banking and securities industry essentials.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

JACKSONVILLE, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Mary Elaine Vertner is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry since June 2005 and holds licenses in Arkansas and Florida. Mary Elaine is a Certified Financial Planner. Mary Elaine provides financial planning, portfolio management for individuals and businesses, and asset allocation services. She also provides pension consulting, educational seminars, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Creative Planning

location

Estero, FL

0 Disclosures

ADVISOR BIO

Mary Therese Phillips is a financial advisor with Creative Planning. Mary has been in the financial services industry since 1983. Mary is registered to provide investment advice in Florida. Mary has provided investment advice to individuals, corporations and institutions for over 30 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

AE Wealth Management, LLC

location

Spring Hill, FL

disclosure

3 Disclosures

ADVISOR BIO

Mary Elizabeth Derussy is an investment advisor representative with AE Wealth Management, LLC. Mary Elizabeth has been in the securities industry since 1999 and has been registered with the state of Florida since 2024. Her prior experience includes positions at J.W. COLE FINANCIAL, INC., Northwestern Mutual Investment Services, LLC, LPL FINANCIAL CORPORATION, Merrill Lynch, Pierce, Fenner & Smith Incorporated, NFP Securities, Inc., Legg Mason Wood Walker, Incorporated, and A. G. Edwards & Sons, Inc. Mary Elizabeth holds Series 7, Series 63, and Series 65 licenses. Mary Elizabeth also holds the SIE designation. Mary Elizabeth specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Mary Elizabeth also owns and operates CVL Linen Service, LLC, a linen delivery company.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Arete Wealth Advisors, LLC

location

Defuniak Springs, FL

0 Disclosures

ADVISOR BIO

Mary Elizabeth Dardon is an Investment Advisor Representative at Arete Wealth Advisors, LLC. Mary Elizabeth is a registered Investment Advisor in the state of Florida. Mary Elizabeth has been in the financial industry since 2014 and has a Series 65 license. Mary Elizabeth has experience providing financial planning, portfolio management, and pension consulting services. Mary Elizabeth also has a separate business, Majors Financial Group, where she serves as Office Manager.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
NON-DISCRETIONARY INVESTMENT ADVICE REGARDING SECURITIES OF AFFILIATES OF MASTERWORKS.IO, LLC.
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Mary Ann Hunter is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Mary Ann has been in the industry since 2007 and has been registered with FINRA since 2008. Mary Ann holds the Series 6, Series 7, and SIE licenses. Previous to joining Raymond James & Associates, Inc., Mary Ann worked at FRANKLIN/TEMPLETON DISTRIBUTORS, INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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