Top financial advisors in Wildwood, 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 Wildwood, FL, or managing wealth here, you need advisors who understand how to navigate Florida's unique tax landscape, especially since there's no state income tax but other taxes like property and sales tax still impact your finances. A common mistake is assuming tax planning is simpler here, which can lead to missed opportunities or unexpected liabilities.
- Federal tax focus. Confirm how they integrate federal tax strategies with Florida's tax environment to optimize your overall tax burden.
- Property tax insights. Ask how they help clients leverage Florida's strong homestead protections to safeguard your primary residence.
- Wealth migration experience. Look for advisors familiar with the financial shifts that come with relocating to Florida, including timing and asset structuring.
- Sales tax considerations. Discuss how they factor in Florida's sales tax on major purchases and investments to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kent P
Series 63, Series 66
The Villages, FL
J.P. Morgan Securities
Kent Penney offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With 28 years of experience and a 0.30% annual AUM fee, he brings seasoned expertise that can help navigate Florida's tax environment. His background includes working with executives and business owners, providing tailored strategies for clients relocating to or managing wealth in Wildwood, FL.
Experience: 28 years
Avg account: $318,381
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Michael J
Series 66
The Villages, FL
Edward Jones
Michael Johnson's expertise in retirement income strategy and business ownership considerations suits clients managing wealth in Florida's unique tax environment, especially near Wildwood. His affiliation with Edward Jones, a large firm with over 23,700 advisors, provides access to diverse investment strategies and a fiduciary standard, differentiating him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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Nordia H
Series 63, Series 66
The Villages, FL
FIFTH THIRD SECURITIES, Inc.
Nordia Hue's 15 years of experience and Series 63 and 66 licenses equip her to address the tax complexities relevant to Wildwood, FL residents, including federal tax strategies and property tax considerations. Working at FIFTH THIRD SECURITIES, a large firm offering managed accounts with tax-overlay services, she provides access to diverse investment options like direct indexing and tax-loss harvesting, distinguishing her from advisors at smaller firms.
Experience: 15 years
Avg account: $230,450
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John I
Series 63, Series 66
The Villages, FL
Raymond James & Associates
John Ivory Jr. brings 17 years of experience in general retirement planning and wealth management, well-suited for navigating Wildwood's tax environment, including federal strategies and property tax insights. Affiliated with Raymond James & Associates, a large firm offering flat-fee options, he also serves diverse clients including executives and business owners, providing a broad perspective compared to advisors focused solely on individual clients.
Experience: 17 years
Avg account: $788,879
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Bennett B
Series 63, Series 65
The Villages, FL
The Pinnacle Financial Group
Bennett Berman's extensive 53 years of experience and Series 63 and 65 designations equip him to address the complex tax and investment considerations for clients in Wildwood, FL, including retirement plans and real estate investing. Operating with a flat-fee structure and independent status at The Pinnacle Financial Group, he offers personalized financial planning and discretionary portfolio management, distinguishing him from advisors with more traditional fee models or less diverse service offerings.
Experience: 53 years
Avg account: $413,149
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