Winter Park, FL West Morse Blvd Office

Michael Zizmer is a CFP® professional with 38 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Outside of advisory roles, he serves as trustee for inherited family assets. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Allen Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes roles at Raymond James & Associates and UBS Financial Services. He serves as a board advisor for Young Life at the University of Central Florida and is a member of the Finance Advisory Board at UCF’s business school. Steward Partners Investment Advisory is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both discretionary and non-discretionary portfolio management.

Denise Hoffmann is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for Merrill for 31 years. She is based in Winter Park, FL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options, leveraging internal solutions and third-party money managers.

Theodore Latimer is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Steward Partners in 2023, he worked for Bank of America and Merrill for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Jacob Lubner is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James & Associates, Inc., and Steward Partners Global Advisory, LLC. Additionally, Lubner has experience with educational institutions such as Rollins College and Canterbury School of Fort Myers. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.