Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 610 near 32757
Out of 400,000+ nationwide
Eric B
Series 66
Eustis, FL
Edward Jones
College savings (529s, UTMA, etc.)
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
General retirement planning
John S
ChFC®, Series 66
Mount Dora, FL
Edward Jones
Charitable giving & philanthropy
General estate planning guidance
Inheritance planning
Multi-generational wealth transfer
Brian C
Series 66
Tavares, FL
Edward Jones
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Business ownership considerations
Family Business
Multi-generational wealth transfer
Byron T
Series 63, Series 66
Apopka, FL
Edward Jones
Retirement income strategy
Wealth management
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Jeananne N
CFP®, Series 66
Leesburg, FL
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
General estate planning guidance
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Joseph H
Series 66
Eustis, FL
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Wealth management
Retirement income strategy
Cash flow / budgeting
Founder/Business Owner
Young Professionals
Nicole W
CFP®, Series 63
Mount Dora, FL
Edward Jones
Renee B
CFP®, Series 66
Mt Dora, FL
Edward Jones
Retirement income strategy
General retirement planning
Charitable giving & philanthropy
Multi-generational wealth transfer
General estate planning guidance
Lonnie S
Series 63, Series 65, Series 66
Altamonte Springs, FL
Edward Jones
Retirement income strategy
Business ownership considerations
Business succession planning
General estate planning guidance
Military & Veterans
Founder/Business Owner
Kerry L
CFP®, Series 63
Apopka, FL
Edward Jones
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—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.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 610 near 32757
Out of 400,000+ nationwide