HomeMembers OnlyJoin/Renew FPAFPA Resources

About FPA
 
Visitors
 
Chapter Board
 
Chapter Events
 
Event Registration
 
Partner Directory
 
Sponsor Opportunities
 
Help Wanted
 
Seeking Employment

Media/News
 


FPA - The Heart of Financial Planning
FPA is the community that brings together those who deliver financial planning,
those who support it
and those who benefit from it.

 

Directory of Partners

Allegra Printing Eddie Stamm eddie@allegraorlando.com 407.246.1567
Bailey Zobel Pilcher Merrell Bailey merrell@yourcaringlawfirm.com 407.662.1900
Blackrock Tony Marek tony.marek@blackrock.com 407.242-3434
Certified Financial Group Aaron Bert plan@financialgroup.com 407.869.9800
Charles Schwab Advisor Services Jonathan Ainsley jonathan.ainsley@schwab.com 407.806.2258
Chestnut Energy Partners Matt Alexander malexander@chestnutenergy.com 972.233.1307
Cole Real Estate Investments John Harrison jharrison@colesecurities.com 866.341.2653
DWS Investments Tadas Misiunas tadas.misiunas@db.com 312.961.8918
Entrust Administration Services, Inc. Jason DeBono jdebono@entrustfl.com 407.637.3472
Federated Brian Mcinis Bmcinis@federatedinv.com 800.962.8582
fi360 Heather Martorella heather@fi360.com 412.221.0292
First Trust Dan Waldron dwaldron@ftportfolios.com 630.517.7792
Franklin Templeton Investments Dan Bone dbond@frk.com 407.256.5585
Gelbwaks Executive Marketing Bill Dyess     954.236.9999 x 104
Gelbwaks Executive Marketing Lynne Bahr       407.745.1071
Hodges Captial Management Rob Parnell rparnell@hodgescapital.com 214.231.5000
Ivy Funds Brian Mackin bmackin@ivyfunds.com 913.708.5891
Jackson National Life Insurance Co. Mike Stark mike.stark@jackson.com 407.489.9843
Jagen Kevin Mooney kmooney@jagenfunds.com 702.451.3456
Lindner Capital Advisors Kendall Borchardt kborchardt@lcaus.com 770.977.7779
Loanwell America Michael Banner michael.banner@loanwellamerica.com      727.489.3550  
Manning & Napier Advisory Advantage Corp. Deanna Perry dperry@manning-napier.com 800.444.6885
Millennium Trust Company Sandra Reese sreese@mtrustcompany.com 630.368.5674
Natixis Patrick Campbell patrick.campbell@ga.natixis.com 617.449.2649
Pacific Life Adrienne Mouch adrienne.mouch@pacificlife.com 813.289.4131
Payden Mutual Funds Don Holt dholt@payden-rygel.com 407.279.9098
Pioneer Investments Casey Dylan casey.dylan@pioneerinvestments.com 704.419.3107
ProvisionIT Josh Phillips jphillips@provisionit.com 407.608.6700
Retirement Plan Specialists, Inc. Sandra Turner sandyturner@webpensionplans.com 407.365.3490
Scottrade Advisor Services Brian Davis badavis@scottrade.com 866.306.7135
SEI Dennis Keeley dkeely@siec.com 484.676.7698
Senior Helpers Dale Gardner dgardner@seniorhelpers.com 407.628.4357
TD Ameritrade Institutional Eric Kullich eric.kullich@tdameritrade.com 407.352.3208 x3219
The Currency Strategies Fund Steve  Brodeur service@etfpros.com 941.918.2255
The Advisory Trust Company of Delaware James North inquiries@advisorytrustco.com 800.258.6334
Thornburg Investment Management John Roche jroche@thornburg.com 239.289.5506
 
                
 
 
 
                                                     
 
 
                                                
 
 
                                                 
 
 
 

Ph. 407-814-9905 | Fax 407.814.0929  | Email us at admin
P.O. Box 520310 | Longwood | FL | 32752