Top financial advisors in Pinellas Park, 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 Pinellas Park, FL, and managing your wealth, 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 can significantly impact your planning.
- Florida tax nuances. Confirm how they incorporate federal tax strategies alongside Florida's property and sales tax considerations.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to safeguard your primary residence.
- Wealth migration insight. See if they understand the financial implications of relocating to Florida, including timing and asset management.
- Experience with local regulations. Ensure they are familiar with Pinellas Park's specific tax and legal environment affecting your investments and estate.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jonathan V
Series 63, Series 65
Pinellas Park, FL
Transamerica Retirement Advisors, LLC
Jonathan Velez offers expertise in retirement income strategy and income planning, well-suited for managing wealth in Pinellas Park's unique tax environment. Affiliated with Transamerica Retirement Advisors, a large firm utilizing proprietary model portfolios and Morningstar oversight, he provides managed advice programs with a fee structure up to 0.45% annually, distinguishing him from advisors at smaller firms or with different investment approaches.
Experience: 11 years
Avg account: $82,021
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Aaron C
Series 66
Pinellas Park, FL
LPL Financial
Aaron Cross offers wealth management and retirement planning expertise in Pinellas Park, FL, with a focus on tax-loss harvesting and college savings strategies. Operating within LPL Financial, a large firm, he provides flat-fee financial planning and consulting, serving a diverse client base including business owners and retirees, which may offer broader resources compared to smaller local advisors.
Experience: 4 years
Avg account: $399,489
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Jay N
Series 63, Series 65
Pinellas Park, FL
FIFTH THIRD SECURITIES, Inc.
Jay Natkow's 24 years of experience and Series 63 and 65 licenses equip him to navigate Florida's unique tax environment, including property and sales tax considerations. Affiliated with Fifth Third Securities, a large firm offering diverse managed-account options and tax-overlay services, he serves a broad client base, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 24 years
Avg account: $230,450
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Amy H
Series 65, Series 63
Pinellas Park, FL
OSAIC
Amy Hamilton's 21 years of experience and Series 63 and 65 licenses equip her to navigate Florida's unique tax environment, including property and sales tax considerations relevant to Pinellas Park residents. Working with Osaic Wealth, a large SEC-registered firm, she offers flat-fee financial planning and consulting services, serving a diverse clientele with a comprehensive investment approach that includes risk tolerance and portfolio optimization.
Experience: 21 years
Avg account: $398,336
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Bruno A
Series 66, Series 63
Pinellas Park, FL
Merrill
Bruno Ayala Garcia at Merrill in Pinellas Park, FL, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Florida's unique tax environment. With a focus on mid-career professionals and HENRY clients, he operates within a large firm providing managed account programs and discretionary portfolio management, charging a 1.10% fee for managed strategies under $2 million, distinguishing him from advisors with different fee structures or client focuses.
Experience: 2 years
Avg account: $860,085
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