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UF Advisor Network

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  • UF Gift Planning




  • Patricia G. Lawrence

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Wealth Enhancement Group
    Address: 10751 Deerwood Park Boulevard, Suite 302
    Jacksonville, Florida 32256 United States
    Phone: 904-600-5920
    Email: jay@aug.com
    Website



  • Joe Lawrence

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Neuberger Berman LLC
    Address: 525 Okeechobee Blvd #850
    West Palm Beach, Florida 33401 United States
    Phone: 561-805-6008 
    Email: joe.lawrence@nb.com
    Website



  • Gelsomina “Gessie” Lipscomb

    Advisor Categories: Certified Financial Planner and Financial Advisor/Consultant

    CFP & Financial Advisor/Consultant
    Ameriprise Financial Services, LLC
    Address: 4600 W Kennedy Boulevard
    Tampa, Florida 33609 United States
    Phone: 813-281-2233
    Fax: 813-577-4620
    Email: gessie.lipscomb@ampf.com
    Website



  • June Lundy

    Advisor Category: Financial Advisor/Consultant

    Financial Consultant
    Cypress Bank & Trust
    Address: 1910 San Marco Boulevard
    Jacksonville, Florida 32207 United States
    Phone: 904-310-1728
    Email: june.lundy@cypressbanktrust.com
    Website



  • C. Peter MacKenzie, Jr.

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Apogee Financial Partners
    Address: 1050 Crown Pointe Parkway, Suite 1700
    Atlanta, Georgia 30338 United States
    Phone: 770-512-5127
    Email: pmackenzie@apogeefp.com
    Website



  • Kevin D. Maher

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Ameriprise Financial d/b/a Rebhan, Maher & Assoc.
    Address: 4601 Touchton Road East, Suite 3120
    Jacksonville, Florida 32246 United States
    Phone: 904-380-2388
    Fax: 904-380-2323
    Email: kevin.maher@ampf.com
    Website



  • Darrin Markey

    Advisor Category: Financial Advisor/Consultant

    Certified Financial Planner
    Markey Wealth Management
    Address: 5203 S. W. 91 Terrace, Suite E
    Gainesville, Florida 32608 United States
    Phone: 352-338-1560
    Email: darrin@markeywealthmanagement.com
    Website



  • Graham C. Marshall

    Advisor Category: Financial Advisor/Consultant

    VP, Investments & Financial Advisor
    Marshall Wealth Management of Raymond James
    Address: Chase Building, 420 Throckmorton Street, Suite 830
    Fort Worth, Texas 76102 United States
    Phone: 817-698-4940 - 800-311-4558
    Fax: 817-332-7297
    Email: graham.marshall@raymondjames.com
    Website



  • George E. Mathis, III

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Mathis Wealth Management of Raymond James
    Address: 2615 West Torch Lake Drive
    The Villages, Florida 32163 United States
    Phone: 352-674-1687
    Fax: 352-430-0908
    Email: george.mathis@raymondjames.com
    Website



  • Tommy McBride

    Advisor Categories: Certified Financial Planner and Financial Advisor/Consultant

    CFP & Financial Advisor
    McBride & Associates at Merrill Lynch Wealth Management
    Address: 5910 N. Central Expressway, Suite 2000
    Dallas, Texas 75026 United States
    Phone: 214-750-2004
    Fax: 214-2114
    Email: thomas_mcbride@ml.com
    Website



  • David McLeod

    Advisor Category: Financial Advisor/Consultant

    Financial Consultant/Advisor
    McLeod Financial Group
    Address: 8413 S. W. 80 Street #2
    Ocala, Florida 34481 United States
    Phone: 352-351-0500
    Fax: 352-629-6500
    Email: wmcleod@financialguide.com
    Website



  • John M. Meffert, IV

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Merrill Lynch
    Address: 301 S. E. 17 Street
    Ocala, Florida 34471 United States
    Phone: 800-477-3335
    Email: john.meffert@ml.com
    Website



  • Susan Moseley

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor
    Moseley Investment Management, Inc.
    Address: 1724 Manatee Ave W
    Bradenton, Florida 34205 United States
    Phone: 941-745-2799
    Email: smoseley@moseleyinvestment.com
    Website



  • Karyl Neal

    Advisor Categories: Certified Public Accountant and Financial Advisor/Consultant

    Financial Advisor/Consultant
    Moore, Ellrich & Neal, P.A.
    Address: 11025 RCA Center Drive, #401
    Palm Beach Gardens, Florida 33410 United States
    Phone: 561-624-0355
    Fax: 561-626-393
    Email: karyl@mencpa.com
    Website



  • Barry Robert Ozer

    Advisor Category: Financial Advisor/Consultant

    Financial Advisor/Consultant
    Magnolia Capital Partners
    Address: 7401 Carmel Executive Park Drive, #101
    Charlotte, North Carolina 28226 United States
    Phone: 980-256-3766
    Fax: 980-256-3765
    Email: b.ozer@magnoliacapitalpartners.com
    Website


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