Broker Check
Client Access

Our Orlando Team

Orlando Office

 

1750 North Maitland Avenue

Maitland, FL 32751


Phone: (321) 304-4000


Mon-Fri: 8:00 AM - 5:00 PM


Sat-Sun: By Appointment


Find an Orlando Financial Advisor

  • Al Travasos
  • Jason S. Watach, CFP®
  • Michael E. Speed, CFP®
  • Rosemary Guilfoyle
  • Sean Williams
  • Susan S. Weinblatt, CFP®,CDFA®
  • Alexander Jermain
  • Autumn Speed
  • Barbara Cortes
  • Brian Muehlenbeck
  • Brian Schwarz, CFP®
  • Bryn Wilkins
  • Cole Brothen
  • Dana Richmond
  • Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
  • Daniel J. Barboni
  • Erica Kalkstein
  • Erica Amber
  • Erika Hilliard
  • Gloria Rosen
  • Greg Abdalla, CEPA
  • Jay B. Fischer
  • Jeffrey W. Finlayson
  • Jessika Ochoa-Gengler
  • Laura Ospina
  • Laura Persons
  • Linda Ward
  • Lis Patterson
  • Meghan E. Bright, Ph.D.
  • Mitch Borriello
  • Monique Heinz
  • R. Christian Rasband, CFP®
  • Robert D. Barboni, CFP®
  • Robin Correa
  • Sandi Engstrom
  • Steven Zborowski
  • Tami Borland, CFP®
  • Timothy W. Haynes, LUTCF, CLTC
  • Violet Salvietti
  • Will Sauers
  • William "Bill" Elliott
Daniel Zagata

Daniel C. Zagata, CLU, ChFC, CFP®, AIF®

Managing Partner

Greg Abdalla

Greg Abdalla, CEPA

Financial Advisor

(321) 304-4021

Cole Brothen

Cole Brothen

Financial Advisor

(321) 304-4013

William Elliott

William "Bill" Elliott

Financial Advisor

(321) 304-4030

Timothy Haynes

Timothy W. Haynes, LUTCF, CLTC

Vice President, Financial Advisor

(321) 304-4017

Alexander Jermain

Alexander Jermain

Financial Advisor

(321) 304-4028

R. Christian Rasband

R. Christian Rasband, CFP®

Senior Vice President, Field Director

(321) 304-4014

Dana Richmond

Dana Richmond

Financial Advisor

(321) 304-4002

Michael E. Speed, CFP®

Michael E. Speed, CFP®

Financial Advisor

321.304.4000

Sandi Engstrom

Sandi Engstrom

Financial Advisor

(352) 259-9726

Sean Williams

Sean Williams

Financial Advisor

321.304.4022

Proven, High-Quality Services

Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.

Explore Services

A Tailored Approach

In working with you, we want your input. Together, we can determine what you want from a financial ecosystem, and offer superior strategies to help you get there.

Our Approach

Let’s Talk

If you’re interested in more information about how we can work with you to solidify your financial situation, contact us for a no-obligation appointment today.

Contact Us Today