Winter Park, FL Orange Ave Office

Sarah Grafton is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside her advisory role, she is involved with DWS Partners, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and technology solutions.

Tanya Carroll is a Series 66-licensed financial advisor at LPL Financial with 23 years of industry experience. She was previously with Merrill for nine years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

William Grafton IV is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill for over 15 years before joining LPL Financial. Outside of his advisory role, he is involved with DWS Partners LLC, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Dexter Grafton is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2024. Outside of his advisory role, he is involved in business ownership with Archelyst and WildWondri, which provides educational services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Eric Storts is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. over an 11-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

William Grafton III is a financial advisor at LPL Financial with 53 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America for a combined total of 32 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and various investment strategies.

Percy Canteenwalla is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, N.A. and Merrill. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.