Top advisors in Florida
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.
You might be considering a financial advisor in Florida because you’re facing complex decisions about your investments, retirement, or estate planning that require local knowledge. A common mistake is choosing an advisor who doesn’t understand Florida’s specific tax laws and regulations, which can lead to missed opportunities or unexpected costs.
- State-specific tax insight. Confirm how they navigate Florida’s tax environment, including property and inheritance taxes, to optimize your financial plan.
- Experience with local markets. Ask about their familiarity with Florida’s real estate and investment climate, which can impact your portfolio’s performance.
- Coordination with Florida professionals. Check if they collaborate with local attorneys and accountants to ensure your plan aligns with state laws.
- Adaptation to Florida’s retirement options. Inquire how they incorporate Florida’s retirement benefits and cost-of-living factors into your strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William S
Series 63, Series 65
College Station, TX
Smith & Wyatt
William Soltow offers expertise in retirement income strategy and general estate planning, which can support complex financial decisions. His flat-fee and independent approach, combined with 13 years of experience and a focus on discretionary portfolio management using mutual funds and ETFs, distinguishes him from others, although he is based in Texas rather than Florida.
Experience: 13 years
Avg account: $286,584
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna may assist with financial planning needs related to business exit strategies and tax-loss harvesting, which can be relevant for clients managing complex financial decisions. Although based in South Carolina, she operates within a large firm offering flat-fee options and diverse investment strategies, which might appeal to clients seeking flexible fee structures and broad service offerings compared to other advisors focused solely on Florida-specific expertise.
Experience: 1 year
Avg account: $230,599
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Rafael R
Series 66
Miami, FL
Morgan Stanley
Rafael Rosenthal's 18 years of experience and Series 66 designation equip him to address complex financial needs in Florida, including estate planning guidance tailored to local regulations. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive resources and structured planning tools, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 18 years
Avg account: $670,481
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Stephen H
Series 65
Plano, TX
Fisher Investments
Stephen Harris offers expertise in tax-loss harvesting and active portfolio management, which can be valuable for navigating complex investment decisions. Affiliated with Fisher Investments, a large firm serving high-net-worth clients, he employs tax-aware strategies and defensive risk management, differentiating him from advisors focused solely on local markets despite being based in Texas rather than Florida.
Experience: 0 years
Avg account: $1,664,526
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Gary C
Series 63
St. Augustine, FL
Mass Mutual Investors Services
Gary Conicella's 34 years of experience and Series 63 designation equip him to address complex financial needs in Florida, including estate planning and multi-generational wealth transfer. Operating from a large firm, MassMutual Investors Services, he offers collaborative annual financial planning and works with diverse clients such as business owners and trusts, providing a broad range of services that may suit those seeking comprehensive support beyond basic investment advice.
Experience: 34 years
Avg account: $249,379
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