Lauren Burkhalter at Morgan Stanley

Jupiter, Florida

Merit Financial Advisors is an investment advisory firm in Jupiter, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Miami, Florida

Fee-Only

Team Hewins offers financial planning and investment management with a specialty in estate planning, operating on a fee-only basis from offices in Miami and Boca Raton, Florida, as well as the Bay Area. The firm emphasizes coordinated planning that integrates clients' existing professional relationships, including tax professionals and attorneys, and structures its engagement around understanding each client's specific financial situation and goals.

Tampa, Florida

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Tampa, Florida. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.9-star rating from 7 Google reviews.

Bonita Springs, Florida

ILG Private Wealth is a financial advisory firm in Bonita Springs, Florida led by John Iannucci, J.D., LLM, offering financial planning and tax planning services with a focus on tax strategy. The firm specializes in multigenerational wealth management and adopts a fiduciary approach, positioning itself as a comprehensive financial partner that coordinates planning across tax management, estate planning, asset protection, and succession strategies. The firm employs a mutual evaluation process with prospective clients to ensure alignment on goals and risk tolerance before engagement.