List of Firms
Brevard County, FL Fiduciary Financial Advisors
Bockman & Associates Financial
Chris Squires - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Elizabeth Oros
Edward Jones - Financial Advisor: James S Szczybor, CIMA®
Kenneth Whittaker - Raymond James
Geoff Jones - Financial Advisor, Ameriprise Financial Services, LLC
Atlantic Financial Advisors, LLC
Luminary Financial Advisors
Retirement & Investment Strategies Inc
John A Melo - Financial Advisor, Ameriprise Financial Services, LLC
Houser Financial Group
Gallo & Russell - Certified Financial Planner
Richard Mazo - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management
Kevin Smith - Financial Advisor, Ameriprise Financial Services, LLC
Thomas Gregory - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: David M Palmbach, CRPC®
JAG Financial Services
American Investment Consltng
Leonard Financial Group
Wilmarth Private Wealth Management of Raymond James
Edward Jones - Financial Advisor: Philip A Amick
Flammio Financial Group - Ameriprise Financial Services, LLC
Trey W Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
Rich Martinson - Raymond James
Edelman Financial Engines
Donner Wealth Management LLC
Baird Private Wealth Management
Arbor Financial Services of Florida Inc
Thomas Vaden Guill - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Cameron B Mitchell, AAMS®|CRPC®
Joseph Pickrell - Financial Advisor, Ameriprise Financial Services, LLC
Mike Weiss - Raymond James
Phillips Financial Advisors
Edward Jones - Financial Advisor: Colleen J Mitchell, CFP®|AAMS®
Deighan Financial Advisors
Three Bridges Planning
Where Certified Financial Advisors in Brevard County, FL Serve
Brevard County, located in the heart of Florida, is a vibrant and bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning beaches to the historic downtown areas, Brevard County has something to offer everyone. One of the most notable landmarks in Brevard County is the Kennedy Space Center, where NASA launches rockets and spaceships into the great beyond. Additionally, the Brevard Zoo and the Melbourne Beach Pier are popular destinations for tourists and locals alike. When it comes to top employers, Brevard County is home to a diverse range of companies, including Harris Corporation, Health First, and Northrop Grumman. These companies provide a range of job opportunities for residents of the area. Major highways and streets in Brevard County include I-95, US-1, and A1A, which provide easy access to nearby cities and attractions.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Brevard County, FL
A financial advisor in Brevard County, FL can provide a range of services to help clients achieve their financial goals. This could include investment management, retirement planning, estate planning, tax planning, and more. Brevard County, FL is a unique area with a high concentration of aerospace and defense companies, making it a hub for high-tech jobs and innovation. As such, a financial advisor in Brevard County may specialize in working with clients in these industries, helping them navigate the complexities of stock options, restricted stock units, and other compensation packages. They may also be well-versed in the tax implications of these investments and how to maximize their clients' returns. Overall, a financial advisor in Brevard County, FL can provide tailored advice and guidance to help clients build and preserve their wealth in this dynamic and rapidly evolving region.
Brevard County, FL is an exceptional location to receive financial advising due to its robust and diverse economy. The county boasts numerous industries, including aerospace, defense, healthcare, and tourism, providing a wealth of opportunities for financial investment and growth. Additionally, Brevard County is home to a plethora of highly educated and experienced financial advisors who possess a deep understanding of the local economy and its intricacies. These advisors offer a wide range of services, from retirement planning to investment management, tailored to meet the unique needs and goals of their clients. With its dynamic economy and expert financial advisors, Brevard County, FL is undoubtedly the best place to receive top-notch financial advising services.
A financial planner in Brevard County, FL is responsible for helping clients achieve their financial goals through a variety of services such as investment management, retirement planning, and estate planning. Brevard County, FL is unique in that it is home to the Kennedy Space Center, which has a significant impact on the local economy and job market. As a result, a financial planner in Brevard County must be well-versed in the complexities of aerospace industry investments and the potential impact on retirement planning for those employed in the industry. Additionally, the county's proximity to the ocean and tourism industry requires financial planners to have a deep understanding of the seasonal fluctuations in income and expenses for clients who own businesses in the area. Overall, a financial planner in Brevard County must have a comprehensive understanding of the local economy and industry to provide tailored financial advice to clients.
Brevard County, FL residents should consider reaching out to a financial advisor when they experience a significant life event, such as the birth of a child, a divorce, or a sudden inheritance. Additionally, Brevard County's unique economy, which is heavily reliant on the aerospace industry, may require specialized financial planning advice. With the potential for fluctuations in job stability and income, a financial advisor can help residents navigate the complexities of planning for their financial future. Furthermore, the county's proximity to the coast and susceptibility to natural disasters, such as hurricanes, may necessitate the need for a financial advisor to help residents prepare for unexpected expenses and insurance coverage. Overall, Brevard County residents should seek the guidance of a financial advisor to ensure they are making informed decisions and taking the necessary steps to secure their financial well-being.
A financial advisor in Brevard County, FL must possess a multitude of important qualities to effectively serve their clients. Firstly, they must have a deep understanding of the local economy and market trends in Brevard County, which is home to a diverse range of industries including aerospace, tourism, and healthcare. Additionally, they must have strong analytical skills to navigate the complex financial landscape and provide personalized investment advice to clients based on their unique goals and risk tolerance. Communication skills are also crucial, as a financial advisor must be able to clearly articulate complex financial concepts to their clients in a way that is easily understandable. Finally, a strong ethical compass is essential, as financial advisors must always act in the best interests of their clients and maintain the highest standards of professionalism and integrity. In a rapidly changing and dynamic environment like Brevard County, FL, a skilled and knowledgeable financial advisor can provide invaluable guidance and support to help clients achieve their financial objectives.
Brevard County, FL is home to some of the top financial advising firms in the state, offering a range of services to help clients manage their wealth and achieve their financial goals. These firms have a deep understanding of the unique financial landscape of Brevard County, which is characterized by a diverse economy that includes aerospace and defense, healthcare, and tourism. They leverage this knowledge to provide tailored solutions that meet the needs of their clients, whether they are individuals, families, or businesses. With their bursty and complex approach to financial advising, these firms are able to navigate the complex financial landscape of Brevard County and help their clients achieve financial success.
Financial advisors in Brevard County, FL get compensated in a variety of ways. One common method is through commissions earned on the sale of financial products, such as stocks, bonds, and mutual funds. Another way is through fees charged for financial planning services, which can include investment management, retirement planning, and estate planning. In Brevard County, FL, financial advisors may also receive compensation through referral fees from other professionals, such as attorneys or accountants, who refer clients to them. Additionally, some financial advisors may receive bonuses or other incentives for meeting certain performance goals or for bringing in new clients. With the complex and ever-changing financial landscape in Brevard County, FL, it is important for financial advisors to be knowledgeable and transparent about their compensation methods in order to build trust with their clients.