Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michael N

Series 63, Series 66

Lake Mary, FL

Raymond James Financial

Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes a decade at Truist Advisory Services and roles at the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Hieu N

Series 66, Series 63

Lake Mary, FL

Raymond James Financial

Hieu Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, he worked at the Bank of New York Mellon and Charles Schwab & Co., Inc. Outside of his financial advisory role, Nguyen serves as a Human Resources Specialist in the U.S. Army Reserves. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal and public finance as well as employer-sponsored retirement plans.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jayar W

Series 63, Series 66

Lake Mary, FL

Raymond James Financial

Jayar Williams is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2026, Williams spent 10 years at Truist Advisory Services and 17 years at Truist Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to diverse clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")