Top financial advisors in Palm Bay, 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 planning a major wealth move or managing assets in Palm Bay, FL, you need advisors who understand how Florida's tax landscape affects your finances. Without this insight, you might overlook key federal tax strategies or misjudge property and sales tax impacts.
- Federal tax focus. Since Florida has no state income tax, ask how they optimize your federal tax liabilities instead.
- Property tax insights. Confirm they understand local property tax rules and homestead protections that can affect your net worth.
- Wealth migration experience. Florida attracts many relocating clients; see how they handle the financial shifts that come with moving wealth across states.
- Sales tax considerations. Discuss how they factor in Florida's sales and tourism-related taxes when planning your spending and investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jamie W
Series 66
Viera, FL
Edward Jones
Jamie Wannamaker, based near Palm Bay in Viera, FL, offers expertise in retirement income strategy and multi-generational wealth transfer, which can be valuable for managing wealth in Florida's unique tax environment. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to diverse advisory programs with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 2 years
Avg account: $246,728
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Linda R
Series 65
Sebastian, FL
Foundations Investment Advisors LLC
Linda Roberts offers wealth management and retirement plan expertise in Palm Bay, FL, with 14 years of experience and a Series 65 license. Her firm uses model allocations and third-party sub-advisers, providing flat-fee and AUM-based pricing, which may suit clients seeking flexible fee structures and comprehensive planning including insurance services.
Experience: 14 years
Avg account: $340,025
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Tasha S
Series 65
Malabar, FL
Tactical Financial Planning Inc
Tasha Shaheen offers financial planning in the Palm Bay area with a focus on general tax planning and cash flow management, which can help navigate Florida's unique tax environment. Her firm uses passive, long-term investment strategies with no-load index funds and ETFs, and she charges flat fees for initial assessments, providing transparent costs compared to advisors with different fee structures or investment approaches.
Experience: 1 year
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Daniel R
CFP®, Series 63, Series 66
West Melbourne, FL
Cetera
Daniel Rivera's 31 years of experience and CFP® certification equip him to navigate the complexities of wealth management and tax-loss harvesting relevant to Palm Bay's tax environment. Operating from West Melbourne with Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored financial planning and retirement solutions.
Experience: 31 years
Avg account: $306,089
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Michael O
Series 63, Series 66, Series 65
Palm Bay, FL
J.P. Morgan Securities
Michael O'Brien offers wealth management expertise in Palm Bay, FL, with 18 years of experience and Series 63, 65, and 66 licenses, making him well-versed in federal tax strategies relevant to Florida residents. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, he provides a 0.30% annual AUM fee structure, distinguishing him from advisors at smaller firms.
Experience: 19 years
Avg account: $318,381
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