Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 100 near 32097
Out of 400,000+ nationwide
Andrew N
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Donna P
Series 66
St Marys, GA
Edward Jones
Suzanne W
Series 66
Kingsland, GA
Fidelity
Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.
Ira H
Series 63, Series 66
Yulee, FL
Fidelity
Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.
Crystal H
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Steven G
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Kim B
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Brian H
CFP®, Series 66
Fernandina Beach, FL
Edward Jones
Thomas B
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Nicola N
CFA®, Series 66
Melbourne, FL
Rossby Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 100 near 32097
Out of 400,000+ nationwide