Top financial advisors in Daytona Beach, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Daytona Beach, FL, or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means low overall taxes, overlooking property and sales taxes that can impact your budget.
- Federal tax focus. Confirm how they integrate federal income tax planning with Florida's unique tax environment.
- Property tax insights. Ask how they help protect your home value given Florida's strong homestead protections.
- Wealth migration experience. Look for advisors familiar with relocating clients to Florida and the financial adjustments involved.
- Tourism-related tax knowledge. Inquire about strategies to manage taxes tied to Florida's tourism-driven economy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Marcus W
CFP®, ChFC®, Series 63
Daytona Beach, FL
Keyes, Stange & Wooten Wealth Management, LLC
Marcus Wooten's extensive 28 years of experience and dual CFP® and ChFC® certifications equip him to navigate Daytona Beach's unique tax environment, especially through his partnership with an affiliated CPA firm for integrated tax and financial planning. His firm serves a diverse clientele including individuals and trusts, offering both discretionary and nondiscretionary advice with a maximum 1.00% advisory fee, distinguishing him with a comprehensive, collaborative approach.
Experience: 28 years
Avg account: $906,127
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Carleton J
Series 63, Series 65
Daytona Beach, FL
M Holdings Securities, INC.
Carleton Jones offers extensive expertise in tax-loss harvesting and ESG investing, which can be valuable for managing wealth in Florida's unique tax environment. With 41 years of experience and a flat-fee structure, he provides personalized financial planning through M Holdings Securities, serving a diverse client base including executives and business owners in Daytona Beach.
Experience: 41 years
Avg account: $693,844
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Francis C
Series 63, Series 66
Daytona Beach, FL
Ameriprise
Francis Cerovac specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Daytona Beach, FL. With 23 years of experience at a large firm like Ameriprise, he offers tax-smart withdrawal strategies and detailed written recommendations, differentiating him through a research-driven, centralized consulting approach and a competitive 0.15% AUM fee.
Experience: 23 years
Avg account: $471,167
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Christy S
Series 66
Daytona Beach, FL
J.P. Morgan Securities
Christy Sebastian offers wealth management services in Daytona Beach, FL, with 13 years of experience and a Series 66 designation, working through J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions. Her role at a firm providing asset allocation advice and performance reporting distinguishes her from advisors at smaller firms, potentially benefiting clients seeking comprehensive, large-scale financial resources.
Experience: 13 years
Avg account: $318,381
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Michael K
CFP®, Series 65
Daytona Beach, FL
Firstrust
Michael Koenig offers expertise in wealth management and general tax planning, crucial for navigating Florida's unique tax environment in Daytona Beach. With 28 years of experience, CFP® certification, and a flat-fee structure, he serves high-net-worth clients through Firstrust's value-oriented, tax-aware investment approach, distinguishing him from advisors with less specialized tax integration or fee transparency.
Experience: 28 years
Avg account: $1,866,142
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