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
- Website
- www.winterparkwealthgroup.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2013
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Michael Hlavek | Branch Manager and Financial Advisor | Winter Park, Florida, United States |
Email
Phone
|
| Donovan Mufdi | Financial Advisor, Winter Park Wealth |
View
|
|
| Derek Tangeman | Branch Manager at Winter Park Wealth | Winter Park, Florida, United States |
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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