Top financial advisors in Kissimmee, 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 Kissimmee, FL, or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means you can ignore other taxes like property or sales tax, which are significant in Florida.
- Federal tax focus. Confirm how they integrate federal tax planning with Florida's unique tax environment.
- Property tax insights. Ask how they help manage and plan around Florida's property tax and homestead protections.
- Wealth migration experience. Look for advisors familiar with clients relocating to Florida for tax and lifestyle reasons.
- Long-term financial planning. Ensure they consider how tourism-driven taxes might impact your spending and investment strategies over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Frank P
Series 63, Series 65
Kissimmee, FL
Westbrook Investment Advisory, LLC
Frank Pagan's extensive 33 years of experience and leadership at Westbrook Investment Advisory in Kissimmee equip him to navigate Florida's unique tax environment, including property and federal tax integration. His firm offers discretionary investment management and retirement plan consulting with a 1.50% AUM fee, focusing on diversified portfolios through third-party managers, distinguishing him with a comprehensive, analytical investment approach.
Experience: 33 years
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Elizabeth C
Series 66
Kissimmee, FL
Empower Advisory Group
Elizabeth Cruz offers expertise in retirement planning and income strategy, which is crucial for managing wealth in Kissimmee's unique tax environment. Working with Empower Advisory Group, a large firm with flat-fee options and a focus on long-term portfolio returns, she brings five years of experience and a Series 66 designation, distinguishing her from advisors with different fee structures or firm sizes.
Experience: 6 years
Avg account: $565,063
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Devin C
Series 66
Kissimmee, FL
J.P. Morgan Securities
Devin Crimzon at J.P. Morgan Securities in Kissimmee offers wealth management services with a focus on integrating federal tax planning, which is crucial for navigating Florida's unique tax environment. His experience at a large firm known for institutional consulting and customized performance reporting sets him apart, along with a 0.30% annual AUM fee and a background working with executives and business owners.
Experience: 4 years
Avg account: $318,381
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Vincent P
Series 63, Series 65
Kissimmee, FL
Merrill
Vincent Paolo in Kissimmee, FL, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Florida's unique tax environment, including property tax considerations. Affiliated with Merrill, a large firm providing managed account programs and discretionary portfolio management, he serves mid-career professionals and high earners with a 1.10% AUM fee, distinguishing him with both local insight and broad institutional resources.
Experience: 6 years
Avg account: $860,085
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Anet S
Series 66, Series 63
Kissimmee, FL
Fidelity
Anet Shakenov, based in Kissimmee, FL, offers expertise in charitable giving and active portfolio management, supported by four years of industry experience and Series 63 and 66 registrations. Working with Fidelity, a large firm known for combining fundamental research and quantitative analysis, she provides access to diverse investment options including mutual funds and ETFs, which may benefit clients navigating Florida's unique tax environment.
Experience: 5 years
Avg account: $234,793
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