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Vanessa C

Series 66

Lake Wales, FL

Cambridge Investment Research Advisors

Vanessa Colburn is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2026, following a 14-year tenure at Edward Jones. Outside of her advisory role, she owns a rental property in Haines City, Florida. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, with both discretionary and non-discretionary implementation options.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Self-Employed Intergenerational Families
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Krystal M

Series 66

Lake Wales, FL

Cambridge Investment Research Advisors

Krystal Massey is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones, Kalos Capital, Triad Advisors, and Family Financial/Nelson Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored investment solutions through various custody and platform arrangements, incorporating both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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