Mt. Dora, FL Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,959 offices

Location

2025 W Old Us Hwy 441

Mt. Dora FL 32757

Advisors at this office

3

Advisors at this office

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John C

CFP®, Series 63

Mt. Dora, FL

Raymond James Financial

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gregory C

CFP®, Series 63, Series 65

Mount Dora, FL

Raymond James Financial

Gregory Collier Sr. is a Certified Financial Planner® with 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2005. Outside of his advisory role, he serves as president of Collier Financial Solutions, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew H

Series 66

Mount Dora, FL

Raymond James Financial

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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