Winter Park Wealth Group
Company

Winter Park Wealth Group

Financial Services United States 9 employees
Employees
9
Contacts
2
Emails
2
Phones
1

Winter Park Wealth Group Overview

Headquarters
United States
Industry
Financial Services
Employees
9
Founded
2013
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Winter Park Wealth Group

A legacy and tradition that began at Shearson Hammill more than 50 years ago with Ben Weiner's father, Richard Weiner, continues today at the Winter Park Wealth Group. Winter Park Wealth Group was founded by Ben Weiner, Director WPWG, Financial Advisor, Duke Marsh, Director WPWG, Financial Advisor, and Mike Hlavek, Director WPWG, Financial Advisor. We provide the level of professionalism and care that our clients and friends have come to expect. Our team's goal is to treat all with the respect that they deserve and to deliver financial, retirement and educational planning services in a client centric and friendly environment. Securities offered through RaymondJames Financial Services, Inc. Member FINRA/SIPC. Disclaimer: Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Winter Park Wealth Group is not a registered broker/dealer, and is independent of Raymond James Financial Services Important disclosure information: http://raymondjames.com/smicd.htm

Winter Park Wealth Group Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Winter Park Wealth Group Org Chart

Sample employees and titles
Name Title Contact
Michael Hlavek Branch Manager and Financial Advisor
Email Phone
Donovan Mufdi Financial Advisor, Winter Park Wealth
View
Derek Tangeman Branch Manager at Winter Park Wealth
Email
Brenda D'arville Vice President, Financial Advisor, Rjfs
View

Employees by Management Level

Manager 2 profiles
Executive 1 profile
Individual contributor 1 profile

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