Merrill Lynch Wealth Management

Morgan Stanley, founded in 1935, is an investment management firm that offers financial services to customers. It offers a variety of investment products, including mutual funds, separately managed accounts and alternative investments for individual and institutional investors. The firm provides asset allocation services. In addition, it offers a range of management services for equity, fixed income and asset class portfolios. The firm also provides a range of business solutions for international investors that serve a diverse client base throughout the world. It undertakes investment research programs that cover more than 2,000 stocks worldwide. The firm maintains a location in Melbourne, Fla.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

UBS Financial Services in Bonita Springs, FL, focuses on building lasting relationships by understanding clients' priorities and helping them pursue their life goals. With a commitment to quality client service, UBS Advisors leverage their extensive experience and insights into global markets to provide tailored financial strategies that cater to high-net-worth individuals and families. The team includes seasoned professionals such as Joseph Guccione, the Market Director for Florida, who partners with financial advisors to address complex client needs, and Sandra Wagner, the Market Administrative Officer, who brings a wealth of experience in various capacities. Together, they strive to empower financial advisors while delivering optimal solutions to clients throughout the region. Generated from the website