Top financial advisors in Key West, 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 or living in Key West, FL, and managing significant assets, you need an advisor who understands how to navigate federal taxes alongside Florida's unique tax environment. A common mistake is assuming no state income tax means you can ignore other tax impacts like property and sales taxes.
- Federal tax focus. Confirm how they integrate federal income tax planning with local property and sales tax considerations.
- Wealth migration insight. Ask how they leverage Florida's strong homestead protections to safeguard your assets.
- Local market knowledge. Ensure they understand Key West's tourism-driven economy and its effect on your financial plans.
- Experience with diverse clients. Check if they have worked with clients at your wealth level and life stage to tailor strategies effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas N
Series 63, Series 65
Key West, FL
Raymond James & Associates
Thomas Nitti brings 26 years of experience in wealth management and retirement planning, well-suited for navigating Key West's unique tax environment and local economy. Affiliated with Raymond James & Associates, a large firm offering flat-fee structures and tailored financial plans, he serves diverse clients including business owners and executives, providing seasoned guidance distinct from smaller or less specialized advisors.
Experience: 27 years
Avg account: $788,879
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John P
Series 66
Key West, FL
Edward Jones
John Picco in Key West, FL, offers expertise in business ownership, succession planning, and multi-generational wealth transfer, supported by five years of industry experience and a Series 66 designation. Affiliated with Edward Jones, a large firm with extensive resources and a broad client base, he provides advisory programs with fees up to 1.35% annually, distinguishing him through his military background and focus on diverse client needs.
Experience: 5 years
Avg account: $246,728
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Jack N
Series 63, Series 65
Key West, FL
Provise Management Group, LLC
Jack Niles Jr. offers expertise in income planning and wealth management, well-suited for navigating Key West's unique tax environment and high-net-worth client needs. With 24 years of experience and a flat-fee structure ranging from $2,500 to $15,000, he combines financial planning with tax and accounting consulting as a CPA partner, providing comprehensive support beyond typical advisory services.
Experience: 24 years
Avg account: $1,675,055
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Maura P
Series 63, Series 65
Key West, FL
UBS Financial Services
Maura Poiesz's 32 years of experience at UBS Financial Services in Key West equip her to address complex federal tax planning alongside Florida's unique tax environment, benefiting high-net-worth clients like executives and business owners. UBS's large-firm resources and model-based asset allocations provide a structured approach, distinguishing her from advisors with smaller firm support or less specialized client focus.
Experience: 32 years
Avg account: $693,691
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Joseph S
Series 63, Series 65, Series 66
Key West, FL
Merrill
Joseph Siemens Jr. offers extensive experience in wealth management and charitable giving tax strategies, making him well-equipped to handle the complex tax environment in Key West, FL. As a seasoned advisor at Merrill, a large firm, he serves mid-career professionals and high earners with a 1.10% AUM fee, providing comprehensive guidance through a team of five professionals and collaboration with Bank of America Private Bank.
Experience: 39 years
Avg account: $860,085
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