Top multi-state taxation 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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors is a state-registered investment adviser that manages portfolios for individuals and entities, advises on private placements and pooled investment vehicles, and offers private fund administration and consolidated reporting. The firm employs a multi-asset, multi-style, multi-manager investment approach tailored to each client’s needs and supports a small client base with services typical of larger firms.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.

Victor Quintana is an International Wealth Advisor and partner on a financial services team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2013 and has been in the financial services industry since 2007. Victor serves clients with a global presence including institutions, pension funds, endowments, and families across the United States and abroad, addressing complex wealth management needs. Victor's expertise includes international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works closely with clients to understand their goals and provide guidance on investment management, liquidity, foreign exchange solutions, international trust and estate planning, as well as managing transitional events such as retirement, inheritance, or business sales. Additionally, he facilitates connections with attorneys, accountants, and other advisors to support estate planning and tax strategies. Victor holds a bachelor's degree in finance and investments from Baruch College Zicklin School of Business. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Victor is fluent in English and Spanish. He enjoys biking, boxing, running marathons, skiing, soccer, swimming, traveling, and spending time with his family.

Todd Norris is a Certified Financial Planner® with 17 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, a team-based firm recently acquired by Mercer Global Advisors, and has previously worked at firms including Morgan Stanley, Merrill, and Brown Advisory Securities. Norris holds a Series 66 license. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional plans, offering portfolio management, financial planning, and ERISA retirement plan consulting. The firm employs a household-level investment approach overseen by a quarterly meeting investment committee and utilizes a diversified range of investment vehicles while maintaining custody through major custodians.