Top multi-generational wealth transfer financial advisors 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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.