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Top 30 financial advisors of 80 near 34601
Out of 400,000+ nationwide
Richard S
Series 66
Brooksville, FL
Edward Jones
Russell B
CFP®, Series 63, Series 65
Weeki Wachee, FL
Merrill
Russell Brander is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1996, specializing in personal retirement planning, individual and corporate investment strategy, and retirement income. Russell holds a Bachelor's Degree from Bucknell University and a Master's Degree from Florida Metropolitan University. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP) and is a Personal Investment Advisor (PIA). His approach focuses on developing personalized financial plans that consider clients’ unique ambitions and priorities, including funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Outside of his professional work, Russell enjoys biking, boating, golfing, and traveling.
Timothy M
Series 66
Weeki Wachee, FL
Merrill
Timothy Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. Timothy holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Full Sail University. Outside of his professional work, Timothy enjoys golfing, photography, pickleball, spending time with his family, and traveling.
Troy S
Series 63, Series 66
Spring Hill, FL
Edward Jones
Steven G
Series 63, Series 66
Weeki Wachee, FL
Merrill
Steven Griffith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2013, initially working in Jacksonville where he focused on educating clients and assisting with their 401(k) plans. In 2015, he relocated to the Citrus/Hernando County area to join a team dedicated to helping clients implement comprehensive financial plans. Steven's areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in both English and Russian. Outside of his professional role, Steven is involved in the automotive community in Citrus and Hernando Counties and participates in automotive events across Florida. He enjoys outdoor activities such as biking, boating, camping, fishing, football, golfing, and hunting. Steven and his wife are raising three active boys and support the Florida Gators.
Anna S
Series 66
Spring Hill, FL
Edward Jones
Broc V
Series 66
Brooksville, FL
Edward Jones
Kyle B
Series 66
Weeki Wachee, FL
Merrill
Kyle Benitez is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where he works with clients to develop strategies aimed at pursuing their financial goals. He focuses on understanding what matters most to his clients and their families to tailor financial plans accordingly. His expertise includes general investing, retirement planning, and saving for unexpected events. Kyle emphasizes ongoing advice and guidance, adapting to his clients' evolving needs through continuous communication. Kyle holds a High School Diploma from Gateway High School and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.
Rachel M
Series 66
Bushnell, FL
Edward Jones
Tonia W
ChFC®, Series 66
Spring Hill, FL
Edward Jones
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Top 30 financial advisors of 80 near 34601
Out of 400,000+ nationwide