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

Raymond James & Associates, Inc.

location

ST. PETERSBURG, FL

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mercy Ameyaw Aston is a registered representative with Raymond James & Associates, Inc., who has been in the financial services industry since October 2021. Mercy has a Series 63, Series 52TO, and SIE license and is registered in North Carolina. Mercy is a specialist in various areas, including investments, retirement planning, and financial planning. Mercy is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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

7 Years Experience

0 Disclosures

ADVISOR BIO

Meredith Lyons is a financial advisor with Raymond James & Associates, Inc., and Raymond James Financial Services Advisors, Inc.. Meredith is registered to provide investment advice in Colorado and Ohio. Meredith has been in the industry since August 2014 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Meredith specializes in financial planning, portfolio management, and pension consulting.

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

Robert W. Baird & Co. Inc.

location

Siesta Key, FL

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Meredith Meade Woods is an investment advisor representative with Robert W. Baird & Co. Inc. based in Siesta Key, FL. Meredith has been in the securities industry since May 17, 2011. Meredith is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 66, and SIE licenses. Meredith also has other business activities outside of the investment industry, such as owning rental properties.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Miami, FL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Meredith Peguero is a financial professional with over 8 years of experience in the industry. Meredith is currently registered with J.P. Morgan Securities LLC and holds Series 63, 65 and 7 licenses as well as the SIE. Meredith is registered in 53 states and jurisdictions. Prior to her current role, Meredith held positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA.

SPECIALIZATIONS

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

Boca Raton, FL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Meri Ramazio is a financial advisor at Morgan Stanley, a large financial services firm. Meri has been in the financial services industry since 2004, with experience at Morgan Stanley and Merrill Lynch. Meri holds a Series 66 license and is registered with the Financial Industry Regulatory Authority (FINRA). Meri is registered to provide securities and investment advisory services in Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Jacksonville, FL

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Merilyn Shad is a financial advisor with over 40 years of experience in the industry. Merilyn Shad currently works for Morgan Stanley. Merilyn Shad has held previous positions at UBS Financial Services Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wachovia Securities, LLC. Merilyn Shad is licensed to offer investment advice and securities products in multiple states.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Boca Raton, FL

experience

38 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Merle Lynn Zislin is a financial advisor who has been working in the industry since August 17, 1987. Merle is currently registered with Morgan Stanley and has been with them since June 2009. Prior to that, Merle worked for Morgan Stanley & Co. Incorporated from April 2007 to June 2009, and Morgan Stanley DW Inc. from August 18, 1987 to April 2007. Merle has a wide range of experience in the financial services industry and is committed to providing clients with the highest level of service and expertise.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Citigroup Global Markets Inc.

location

Jacksonville, FL

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mersadi Davis is a financial advisor with Citigroup Global Markets Inc. Mersadi is registered with the state of Florida. Mersadi has been working in the financial services industry since March 14, 2022. Prior to joining Citigroup Global Markets Inc., Mersadi was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

NAPLES, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Mervat Sabry Hassan has been in the financial services industry since 1997. Mervat has held previous positions with UBS Financial Services Inc, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mervat is currently registered with Stifel, Nicolaus & Company, Inc. and is a licensed Investment Advisor Representative. Mervat specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Mervat also provides financial planning and educational seminars.

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

UBS Financial Services Inc.

location

CORAL GABLES, FL

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Meryl Debra Benyunes Spigelman is a financial advisor with UBS Financial Services Inc. Meryl has been in the industry since 1988. Meryl specializes in providing financial planning, investment management, and pension consulting services. Meryl has a wide range of experience and expertise, and is committed to providing her clients with the highest level of service.

SPECIALIZATIONS

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

Need help matching

with the right advisor?