Top financial advisors working with attorneys in Kissimmee, FL

Frank Pagan is the president and investment advisor at Westbrook Investment Advisory, LLC in Kissimmee, Florida. He holds Series 63 and Series 65 licenses and has 33 years of experience in the financial services industry. His prior roles include positions at Sovereign Legacy Securities, Ameritas Investment Corp, and The Alfaomega Financial Group. In addition to his advisory work, Pagan is licensed to sell fixed insurance products including life, health, disability income, and annuities. Westbrook Investment Advisory provides discretionary investment management, qualified retirement plan consulting, and financial consulting to individuals, trusts, estates, businesses, charities, and plan sponsors. The firm implements client strategies primarily through the selection and oversight of third-party advisors and private fund managers, using a combination of macroeconomic, fundamental, quantitative, qualitative, and technical analysis to construct diversified portfolios aligned with client objectives.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.

Devin Crimzon is a financial advisor with J.P. Morgan Securities in Kissimmee, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank, N.A. since 2017, as well as prior employment at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Vincent Paolo is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously operated One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Eric Hickok is a financial advisor at Hickok Advisory, LLC with five years of industry experience. He holds Series 66 and Series 65 licenses and has a diverse background that includes tax and legal practices, serving as president of Hickok Tax and attorney at Hickok Tax Law. He is also a licensed realtor active in real estate activities. Hickok Advisory provides discretionary and non-discretionary asset management along with financial planning and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes fundamental and cyclical investment analysis, with strategies tailored to long-term and short-term goals, and integrates related tax and legal services through its affiliated businesses.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.