Top financial advisors working with educators, teachers, and academics in Deerfield Beach, FL

Stephen Finley is a financial advisor with Courtesy Investment Advisory Services LLC, holding a Series 65 designation and 18 years of industry experience. He has been associated with JM & A Group since 1988. Courtesy Investment Advisory Services LLC advises retail automotive dealerships and related businesses on investing cash held for business purposes, particularly insurance-related reserves. The firm focuses on referring clients to third-party registered investment advisers for cash management and investment services tailored to dealer clients’ insurance and regulatory requirements.

Michael Lioy is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2013, with prior roles at JPMorgan Chase Bank dating back to 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Silvia Espinosa is a financial advisor at Merrill with 20 years at the firm and four years of industry experience. She holds the Series 66 designation and is based in Deerfield Beach, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Roxanne Blade is a CFP® with 27 years of industry experience, currently affiliated with OSAIC since 2024. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She also assists with human resources at her husband’s law practice and provides insurance sales and financial planning services through her own firms. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment vehicles.

Steven Levinson is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns Water Promotions, Inc., a supplier of custom label bottled water for the specialty advertising industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Arjun Swarup is a financial advisor with TIAA-CREF in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, he worked at Morgan Stanley Wealth Management and has an academic background from NYU College of Arts and Sciences. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing managed account services within a fiduciary framework, including acting as adviser to a donor-advised fund.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities and First Republic Investment Management from 2016 to 2019. Outside of her financial advisory role, Lindsey is the owner of Women Who Explore, a community offering outdoor adventures and small group travel experiences for women. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process combined with technology tools to recommend model portfolios and supports clients through discretionary and non-discretionary account management.

Scott Stevens is a financial advisor at Medallion Wealth Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley and American Portfolios Financial Services, Inc. Stevens is also the proprietor of Stevens & Associates, LLC, a separate business. Medallion Wealth Advisors serves individuals, families, and retirement plans for educators and nonprofit organizations. The firm provides portfolio management, financial planning, and pension consulting with a long-term investment approach that includes discretionary and non-discretionary account management and may utilize third-party managers when appropriate.