Investment Advisors, Brokers, and Offices

A.G. Edwards / Wachovia Securities
Kevin Daly..............................941/747-6666
101 Riverfront Blvd., Ste. 700
Bradenton, FL 34205
Email: Click here to email this member
Website: www.agedwards.com
Category:Investment Advisors, Brokers, and Offices

Berkshire Family Office Private Wealth Management
Gary Schmeichel.........................941/545-3344
735 Arlington Ave. N., #307
St. Petersburg, FL 33701
Fax: 727/822-1904
Email: Click here to email this member
Category:Investment Advisors, Brokers, and Offices

Coastal Wealth Investment Group, LLC
Michael Terry...........................941/847-0035
503 8th Ave. W.
Palmetto, FL 34221
Fax: 941/847-0044
Email: Click here to email this member
Website: www.coastalwealthinvestments.com
Category:Investment Advisors, Brokers, and Offices

Edward Jones Investments
Patrick Hussey..........................941/727-0900
5889 53rd Ave. E.
Bradenton, FL 34203
Fax: 888/464-0649
Email: Click here to email this member
Website: www.edwardjones.com
Category:Investment Advisors, Brokers, and Offices

Edward Jones
John Tucker.............................941/795-4545
5851 Cortez Rd. W.
Bradenton, FL 34210
Fax: 888/496-7452
Email: Click here to email this member
Website: www.edwardjones.com
Category:Investment Advisors, Brokers, and Offices

Edward Jones Investments C.J. Bannister
C.J. Bannister..........................941/746-3348
6741 Manatee Ave. W.
Bradenton, FL 34209
Fax: 877/857-7664
Email: Click here to email this member
Website: www.edwardjones.com
Category:Investment Advisors, Brokers, and Offices

Financial Wealth Management
Lea Smith Johnson.......................941/755-0975
4026 37th St. Ct. W.
Bradenton, FL 34205
Fax: 941/755-9717
Email: Click here to email this member
Website: www.manateeaig.com
Category:Investment Advisors, Brokers, and Offices

Irving Financial Group, Inc. BBC
Alan Irving.............................941/748-5404
2017 Manatee Ave. W.
Bradenton, FL 34205
Fax: 941/746-3479
Email: Click here to email this member
Website: www.irvingfinancialgroup.com
Category:Investment Advisors, Brokers, and Offices
Providing high quality investments, insurance, and financial planning for individuals and businesses.

Kerkering, Barberio & Co., PA, CPA's BBC
Barbara Jones...........................941/365-4617
6320 Venture Dr., Ste. 203
Bradenton, FL 34202
Fax: 941/954-3207
Email: Click here to email this member
Website: www.kbgrp.com
Category:Investment Advisors, Brokers, and Offices

Kerkering, Barberio & Co., PA BBC EDC
Rob Lane................................941/365-4617
1990 Main St., Ste. 801
Sarasota, FL 34236
Fax: 941/954-3207
Email: Click here to email this member
Website: www.kbgrp.com
Category:Investment Advisors, Brokers, and Offices
Accounting & Auditing, Business & Tax Consultation, Business Valuation, Construction Svcs, Estate & Trust Svcs, Financial Svcs, Healthcare Advisory Svcs, Info Tech Svcs, Int'l Taxation, Litigation Support, Not-for-Profit Consulting Svcs, Real Estate Support Svcs, Retirement Plans & Emp. Benefits.

Lifelong Financial Planning
Linda Hamilton..........................941/792-1010
5515 21st Ave. W.
Bradenton, FL 34209
Fax: 941/794-2861
Email: Click here to email this member
Category:Investment Advisors, Brokers, and Offices

Merrill Lynch & Co.
Vania Laguerre..........................941/746-1123
1401 Manatee Ave. W., #7FL
Bradenton Financial Center
Bradenton, FL 34205
Fax: 941/749-0805
Website: www.ml.com
Category:Investment Advisors, Brokers, and Offices

Morgan Stanley & Co., Inc.
James Zientara..........................941/714-7908
1401 Manatee Ave W, Ste 1110
Bradenton, FL 34205
Fax: 941/714-7958
Email: Click here to email this member
Website: www.morganstanley.com/fa/james.zientara
Category:Investment Advisors, Brokers, and Offices

Morgan Stanley & Co., Inc.
Jeffrey Zientara........................941/714-7906
1401 Manatee Ave W, Ste 1110
Bradenton, FL 34205
Fax: 941/714-7958
Email: Click here to email this member
Category:Investment Advisors, Brokers, and Offices

Moseley Investment Management, Inc. BBC
Susan Moseley...........................941/745-2799
1724 Manatee Ave. W.
Bradenton, FL 34205
Fax: 941/746-1424
Email: Click here to email this member
Website: www.moseleyinvestment.com
Category:Investment Advisors, Brokers, and Offices

Mott & Associates BBC
Michael Mott............................941/746-3216
415 32nd St. W.
Bradenton, FL 34205
Fax: 941/747-3642
Email: Click here to email this member
Website: www.mottassociates.com
Category:Investment Advisors, Brokers, and Offices
For 25+ years, Mott & Associates has provided trusted advice targeted to our clients' personal goals. Whether protecting assets, accumulating/managing wealth, minimizing taxes, providing for a comfortable retirement or reaching legacy goals, we create financial strategies for successful people.

Raymond James & Associates, Inc. BBC
Bruce Body..............................941/907-0168
8120 Lakewood Main St., #201
Bradenton, FL 34202
Fax: 941/907-9829
Email: Click here to email this member
Website: www.rjf.com
Category:Investment Advisors, Brokers, and Offices
Providing individual investors, corporations and municipalities with investment, financial planning, investment banking, asset management, banking and trust services throughout the United States and internationally.

Raymond James Financial Services, Inc.
Daniel Gilmore..........................941/795-1222
2811 Manatee Ave. W.
Bradenton, FL 34205
Fax: 941/792-9469
Email: Click here to email this member
Website: www.investmentadvice.com
Category:Investment Advisors, Brokers, and Offices

The Nicosia-Mott Group at Smith Barney
Ralph Nicosia...........................941/364-3537
2 N. Tamiami Tr., Ste. 1100
Sarasota, FL 34236
Fax: 941/951-2513
Email: Click here to email this member
Website: fa.smithbarney.com/nicosiamott
Category:Investment Advisors, Brokers, and Offices
Working together with experienced health management advisors, including CPAs, Financial Planners, Attorneys, Tax, Trust and Estate Experts. I provide customized solutions for the tax-advantaged creation, protection and transfer of wealth.

Stanford Group Company The Vollmer Financial Group
Susan Atherton..........................941/387-2800
444 Gulf of Mexico Dr., 1st Fl
Longboat Key, FL 34228
Fax: 941/387-2805
Email: Click here to email this member
Website: www.stanfordfinancial.com
Category:Investment Advisors, Brokers, and Offices
Stanford Group Company is a registered broker-dealer, investment advisor and an NASD/SIPC member. We offer full-service wealth management, financial planning and financial services with an enhanced level of personalized service for private investors, companies, government and institutional clients.

T.G. Chipain Financial Group, LLC
Thomas Chipain..........................941/792-8700
PO Box 14142
Bradenton, FL 34280
Fax: 941/792-8722
Email: Click here to email this member
Category:Investment Advisors, Brokers, and Offices
T.G. Chipain Financial Group focuses on investment management of regular and retirement accounts. Taking a straight forward approach to investing using stocks, bonds, mutual funds and ETFs along with estate planning and insurance. See also ReviewMy401K.com.

Wachovia Securities
Gary M. Knuckles........................941/747-6666
101 Riverfront Blvd., Ste. 700
Bradenton, FL 34205
Website: www.wachoviasec.com
Category:Investment Advisors, Brokers, and Offices
Brokers - Securities

Wachovia Securities, LLC
Sharon Russomanno.......................941/951-7018
1515 Ringling Blvd., Ste. 600
Sarasota, FL 34236
Fax: 941/951-7077
Email: Click here to email this member
Website: www.larryelkan.wbsec.com
Category:Investment Advisors, Brokers, and Offices
Larry Elkan is an Assoc VP-Investments. As your financial advisor, he can assist you to build, manage and protect your wealth. He is registered and available to service clients in the following states: AL-AK-AZ-CA-CT-DE-FL-GA-IL-IA-KY LA-IL-IA-KY-LA-ME-MD-MA-MI-MN-NE-NV-NJ- NY-NC-OH-OR-PA-SC-TN-TX-VT-WA-WI.

Williams Wealth Management Group, Inc.
Derek Williams..........................941/756-4500
3639 Cortez Rd. W., Ste. 225
Bradenton, FL 34210
Fax: 941/756-4544
Email: Click here to email this member
Website: www.williamswealth360.com
Category:Investment Advisors, Brokers, and Offices
Independent financial advisor. I coordinate & monitor your investment portfolio regardless of where the accounts are held. Retirement, college, tax, insurance, and estate planning. Call for a one-hour interview. 941-745-2799.


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