Paul D J Morgis, CFP Ch FC MBA

Welcome to Merrill Lynch in Lakeland, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Wells Investment Inc is a multifaceted financial services firm operating with dedicated offices in Winter Haven and Tampa, Florida. The company provides a comprehensive suite of wealth management, investment advisory, and trust services, positioning itself as a valuable resource for clients seeking financial guidance. With a focus on practice management and succession planning, Wells Investment Inc caters to the needs of financial advisors through its robust Wealth Management and Financial Advisor Toolbox. Backed by Valor Financial Securities LLC, the firm is a member of FINRA and SIPC, ensuring a professional level of service and regulatory compliance. Generated from the website

Raymond James Financial Services, based in Winter Haven, FL, is a global financial firm offering trusted advice and tailored strategies for individuals and institutions. With a focus on understanding each client's unique complexities, Raymond James advisors provide personalized financial planning and investment solutions supported by a team of specialists in various fields, all while upholding a commitment to corporate responsibility and sustainability. Generated from the website