Wealth Management / Financial Advisors

Lake & Sumter Counties

Wayne C. Bailey
Senior Vice President - Investments
Wells Fargo Clearing Services, LLC
127 N. Bay Street
Eustis, FL 32726
352-483-8892 
[email protected]


Tracy Belton
Belton Financial Group ~ Raymond James Associates
531 Main Street
Tavares, FL 32778
352.253.5244
[email protected]

Eric V. Blamick
Edward Jones
303  N. Grove St., Ste. 1
Eustis, FL 32726
(352) 357-2204
[email protected]

Renee Burke
Edward Jones
4701 Hwy 19A, Suite 2
Mount Dora, FL 32757
352-357-2282

David Caraway
Edward Jones
110 West Belt Ave.
Bushnell, FL 33513
352-568-0406
[email protected]

Gregory Collier, Sr., CFP
Raymond James Financial
Services, Inc.
2025 W. Old U.S.Hwy 441
Mount Dora, FL 32757
352-385-0073
[email protected]

Thomas Fross
Fross & Fross Wealth Management
910 Old Camp Road
The Villages, FL 32162
352.205.7800
[email protected]

Kevin Gerry
Miranda-Gerry Financial Consulting Group of Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
127 North Bay Street
Eustis, FL 32726
(352) 357-6363
[email protected]


Jeffrey Gower
Edward Jones
16850 US Hwy 441, Suite 305
Summerfield, FL 34491
352-307-6385

Andrew Haliday
Wells Fargo Clearing Services, LLC
127 N. Bay Street
Eustis, FL 32726
352-483-8892 
[email protected]


Gerry J. Lachnicht, CFA
Sabal Trust Company
1060 Lake Sumter Landing
The Villages, FL 32162
352-751-2194 / 352-751-2193
[email protected]

Carol Mulcahy, CRPS®
Senior Wealth Advisor
Ruggie Wealth Management
2100 Lake Eustis Drive
Tavares, FL 32778
Direct 352.343.2700
Fax 352.742.2607
[email protected]

Thomas Miranda
Miranda-Gerry Financial Consulting Group of Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
127 North Bay Street
Eustis, FL 32726
(352) 357-6363
[email protected]

Thomas Ruggie
Ruggie Wealth Management
2100 Lake Eustis Drive
Tavares, FL 32778
352-343-2700
truggie@ruggiewealth.com

Sam Southard
Cornerstone Financial Group
1316 Bowman Street
Clermont, FL 34711
352243.2828
[email protected]

Ann Tallman, CTFA, AEP, TEP
Vice President and Trust Officer
United Southern Bank
2701 S. Bay Street
Eustis, FL 32757
(352) 483-5880
[email protected]

Matthew Wade
Synergy Wealth Alliance
978 Del Mar Dr.
The Villages, FL 33159
352-259-8498
matt@synergywealthalliance.com

Scott M. Windsor

Certified Financial Planner
1050 Lake Sumter Landing
The Villages, FL 32162
352-259-3204
[email protected]

Thomas Wright, CFA
Sabal Trust Company
1060 Lake Sumter Landing
The Villages, FL 32162
352-751-2194 / 352-751-2193
twright@sabaltrust.com

Hardee, Highlands & Polk Counties

Greg West
Edward Jones
5133 US Hwy 98 N.
Lakeland, FL 33809
863-815-3429
www.edwardjones.com
[email protected]

Phillip Statler
Statler Financial
803 US Hwy 27 S
Sebring, FL 33870
863-382-0037
statlerfinancial.com
[email protected]

Donna Seymour
Ingram Financial Group
799 Overlook Dr.
Winter Haven, FL 33884
863-326-9833
http://www.ingramfinancialgroup.com/
[email protected]
 

Orange & Osceola Counties

Michael C. Brewer
Morgan Stanley
201 E. Pine Street
Orlando, FL 32801
407-849-4700
[email protected]

Matthew R. Cecil
Northwestern Mutual Financial Network
1000 Legion Place, Suite 1400
Orlando, FL 32801
407-754-0561
[email protected]

J. Michael Cummins
Certified Financial Group
1111 Douglas Avenue
Altamonte Springs, FL 32714
407-382-2448
[email protected]

Michael H. Davis
Resource Consulting Group
301 E. Pine Street, Suite 300
Orlando, FL 32802
407-422-0252
[email protected]

John Donnellan
MetLife
301 East Pine Street, Suite 800
Orlando, FL 32801
866-707-5282 ext. 148

Max V. Elson, Jr.
Morgan Stanley
715 Bloom Street, Suite 120
Celebration, FL 34747
407-566-4604
[email protected]

Monica Jalife, CFA, CFP
Withum Wealth Management
200 S. Orange Ave # 1200
Orlando, FL 32801
407-881-3274
[email protected]

Maria Teresa Kupietz
IBIS Financial Group
1900 Summit Tower Boulevard, Suite 450
Orlando, FL 32810
321-304-4000
[email protected]

Bill LaGrange
Thrivent Financial for Lutherans
1750 W. Broadway St., Suite 115
Oviedo, FL 32765
407-366-7864
[email protected]

Hilgardt Lamprecht
President / CEO
LifeWealth Group
7335 Sandlake Road, Suite 390
Orlando, FL 32819
(407) 299-4129
[email protected]

Laura McLoughlin
MoneyCorp Inc
7380 Sand Lake Road, Suite 410
Orlando, Florida 32819
TEL: 407 352 5890
[email protected]

Eric W. Roukey
Northwestern Mutual
2682 W. Fairbanks Ave.
Winter Park, FL 32789
407-754-0500
[email protected]

Robert Rosen
Edward Jones
109 E. Monument Ave.
Kissimmee, FL 34741
407.870.5464

Jeff Rupp
Delaney Park Financial
2702 E. Robinson Street
Orlando, FL 32803
407-206-7399
[email protected]

Scott Thomas
Stewardship Matters, Inc.
511 N. Maitland Ave.
Maitland, FL 32751
407-644-9411
scott@stewardshipmatters.com