Top equity compensation tax strategy financial advisors in Fort Lauderdale, FL

David A. Lurch is the principal of David Lurch LLC, an independent advisory firm based in Ft. Lauderdale, FL. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including prior roles at UBS Financial Services, Merrill, and Morgan Stanley. He serves on the board of directors for the Miami Yacht Club. David Lurch LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes documented client profiles and a blend of analytical techniques in its investment process, offering discretionary portfolio management and comprehensive financial planning tailored to client goals, tax considerations, and risk tolerance.

Michael Mahoney is a financial advisor with Snowden Capital Advisors LLC and holds Series 63 and Series 65 designations. He has 27 years of industry experience, including prior roles at Morgan Stanley, Merrill, Banc of America Investment Services, and Quick & Reilly. Outside of his advisory work, Mahoney is a licensed real estate agent, referring clients on a limited basis. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by providing portfolio management, investment consulting, and financial and estate planning services. The firm combines multi-team scale with institutional capabilities, often utilizing third-party managers and global custodian platforms to support a diverse client base.

Alexander Forster is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Santander Securities, CUNA Mutual Group, and Allstate Insurance Company. Outside of his advisory duties, he is involved with Ananda Properties LLC, a business entity utilized for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Seago Jr. is a CFP® professional with 27 years of industry experience, currently with Fifth Third Securities, Inc. in Ft. Lauderdale, FL. His prior roles include positions at Ameriprise Financial Services, Comerica Securities, Atlantic Capital Advisors, and LPL Financial. Outside of his advisory work, he is involved with MAESTRO money market, a cash management platform serving corporate and institutional clients. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through both investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, providing clients access to various portfolio management strategies and services.

James Deweese Jr. is a Series 65-licensed financial advisor at Candor Strategic Partners LLC with one year of industry experience. Prior to joining Candor, he has held ownership roles in various non-investment businesses, including passive ownership in several state-licensed marijuana companies and a marketing firm. Candor Strategic Partners LLC is a state-registered investment adviser serving family offices, corporations, and institutional clients with discretionary and non-discretionary portfolio management. The firm uses diversified portfolios constructed with mutual funds, ETFs, and outside managers, applying a blend of fundamental, technical, cyclical, and charting analyses, and provides ongoing financial planning and periodic client reporting.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.