Financial & Investment Services

Thank you for visiting The Sarasota Chamber of Commerce directory. Each of these listings below represent a Chamber member buisness who can provide products and services to fit your needs. Members are highlighted in the directory based on their participation in membership levels and programming. All listings rotate randomly about every 7 days.

Directory Listing Key
Chamber Members invest in the level of membership that allign with their needs. There are five Membership Investment Levels available and each are coded with a logo representing their level of membership.

Membership Investment Levels:

Economic Driver: Orange "ED" logo

Community Builder: Dark Green "CB" logo

Corporate Trustee: Blue "CT" logo

Market Mover: Lime Green "MM" logo

Business Connector: Yellow "BC" logo

Click here to view our membership level descriptions.

Day Hagan Asset Management

1000 S. Tamiami Trail
Sarasota, FL 34236

Ms. Linda Brown

(941) 330-1702

Member Since: 2008

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WealthGen Advisors

650 Central Avenue, Suite 1
Sarasota, FL 34236

Ken Hargreaves

(941) 706-4151

Member Since: 2021

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AK Investing, LLC

8191 N. Tamiami Trail, Building B1
Sarasota, FL 34243

Anton Kulikov

(847) 220-3989

Member Since: 2022

We are an independent Investment Advisory firm specializing in non-standard investment strategies designed to fit your personal risk. We can focus on hedging portfolios from market fluctuations or add exposure for those with a bigger risk appetite.

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Bank of America Private Bank

50 Central Avenue, Suite 750
Sarasota, FL 34236

Ms. Heather Clark

(941) 951-4109

Member Since: 2013

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Canandaigua National Trust Company

1586 Main Street
Sarasota, FL 34236

Mr. Paul Tarantino

(941) 366-7222

Member Since: 2008

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Mariner Wealth Advisors

240 S. Pineapple Avenue, Suite 200
Sarasota, FL 34236

Paul Cantor

(941) 365-3745

Member Since: 2017

Customized wealth management firm focusing on independent, fiduciary-level financial advising & wealth management with concierge-like customer service. Advisory Services offered through Commonwealth Financial Network, a Registered Investment Adviser.

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Mueller Financial Services, Inc.

2601 Cattlemen Road
Sarasota, FL 34232

Mary Augustine

(941) 955-1643

Member Since: 2021

Mueller Financial Services is a financial advisory firm that has served clients for over 30 years, expanding its guidance from the regional to the national level through growth and acquisitions.

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SKY Investment Group LLC

One Financial Plaza, Suite 1210
Hartford, CT 06103

Mr. Robert Bingham

(860) 761-9700

Member Since: 2012

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Walsh & Associates

2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237

Krystle Harvey

(941) 952-1188

Member Since: 2000

We simplify and manage your financial life and always act in your best interest.

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Caldwell Trust Company

27 S. Orange Avenue
Sarasota, FL 34236

Ms. Sheryl Vieira

(941) 926-9336

Member Since: 1999

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Cave Wealth Management

2426 Bee Ridge Rd., Suite B
Sarasota, FL 34239

Ernie Cave

(904) 710-8897

Member Since: 2020

Holistic wealth management for individuals and small businesses. We provide investment, insurance, income, tax and charitable giving advice.

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Capital Point Financial Group, Ltd.

1343 Main Street, Suite 304
Sarasota, FL 34236

John M. Selzer, Jr.

(941) 893-1777

Member Since: 2016

Capital Point Financial Group, LTD. is a full service financial planning and investment organization.

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Ameris Bank

9819 Cortez Road West
Bradenton, FL 34210

Brad Marner

(941) 526-1860

Member Since: 2017

One of the largest community banks in the Southeast with over 65 locations. Our bankers are devoted to building real relationships in our community, one customer at a time.

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Mitchell Family Interests

1515 Ringling Blvd, Suite 530
Sarasota, FL 34236

Michelle Mitchell

(941) 444-5469

Member Since: 2021

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David Allen Capital Agency

4914 Avon Lane
Sarasota, FL 34238

Cheryl Piceu

(248) 996-3210

Member Since: 2021

We were founded in 2015 as a small business collateral-free capital provider. We are serving better than ever and have expanded our service offerings to include Customer Financing and $25k Same Day Business Funding. (Independent DAC Agency)

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The Livingston Key Group at Morgan Stanley

2 N Tamiami Trail, Suite 1100
Sarasota, FL 34326

Catherine Daniel

(941) 225-5937

Member Since: 2022

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Atlas Fiduciary Financial

1577 Fruitville Road
Sarasota, FL 34236

Laura Mattia

(941) 879-9290

Member Since: 2022

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Miller Gesko

8586 Potter Park Drive, Suite 110
Sarasota, FL 34238

Mr. Paul Gesko

(941) 922-9747

Member Since: 2007

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The Bank of Tampa

1858 Ringling Blvd. Suite 100
Sarasota, FL 34236

Charles O. Murphy

(941) 248-1800

Member Since: 2017

The Bank of Tampa has sustained a strong, stable presence throughout the Bay area for more than 30 years, solidifying a reputation of commitment, consistency, and dependability.

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Wealth Strategies Partners

400 Burns Court
Sarasota, FL 34236

Heather Beckwith

(941) 330-4454

Member Since: 2019

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Cumberland Advisors

One Sarasota Tower
Sarasota, FL 34236

Mr. Todd Engelhardt

(800) 257-7013

Member Since: 2009

Cumberland Advisors is a registered investment advisory firm headquartered in Sarasota, FL (with a branch office in Vineland, NJ). Originally founded in 1973, the firm has clients throughout the US. and in several foreign countries. The firm has a wealth

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Eskew Financial Group

2639 Fruitville Road, Suite 200
Sarasota, FL 34237

Mr. Curt Eskew, CLU, CLTC

(941) 365-6381

Member Since: 2001

Eskew Financial Group is a financial strategies organization focused on the estate/business succession and asset conservation needs of our targeted clientele. Our primary interest is to crystallize our client’s financial objectives and assist them.

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Ames Capital Management Inc.

4419 Samoset Drive
Sarasota, FL 34241

Mr. Donald R Ames

(941) 378-5000

Member Since: 2014

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Provenance Wealth Advisors

1605 Main Street
Sarasota, FL 34236

Rob Weiss

(941) 308-1126

(203) 984-0807

Member Since: 2019

Provenance Wealth Advisors (PWA) provides holistic financial and legacy planning solutions, investment management, and retirement plan design to business owners, families, and high net worth individuals. PWA expanded to Sarasota in 2018, opening our sev

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Robert Blaikie at Coastal Wealth

1819 Main Street, Suite 402
Sarasota, FL 34236

Mr. Robert Blaikie

(813) 393-3618

Member Since: 2019

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White Oaks Wealth Advisors, Inc.

1717 2nd Street, Suite C
Sarasota, FL 34236

Micki Kastel

(941) 361-9000

Member Since: 2016

Our CEO, Sharon Bloodworth, has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are w

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Morgan Stanley - Phil Peters

2 N. Tamiami Trail, Suite 1100
Sarasota, FL 34236

Phil Peters

(941) 364-7452

Member Since: 2022

Phil and his team help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Our client’s priorities are critical in formulating tailored wealth management strategies tailored to your goals.

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Credo Group at Morgan Stanley

2 N. Tamiami Trail, Suite 1100
Sarasota, FL 34236

Phil Mott

(941) 364-3537

(800) 237-9441

Member Since: 2002

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1st Source Bank Wealth Advisory Services

1800 2nd Street, Suite 712
Sarasota, FL 34236

Cyndi Miller

(941) 554-2605

Member Since: 2017

Founded in 1863 in South Bend, Indiana, 1st Source Bank has offered clients a convenient and friendly way to bank for over 155 years. At 1st Source, we’ll listen to you, understand your needs and always keep your best interests in mind.

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Freeman Financial

1 S. School Ave, Suite 402
Sarasota, FL 34237

Jamie Freeman

(941) 444-1225

Member Since: 2021

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HBKS Wealth Advisors

1777 Main Street, Suite 301
Sarasota, FL 34236

Dean Piccirillo

(941) 957-4242

Member Since: 2016

Independent registered investment advisor that offers comprehensive financial planning to meet the financial goalds of families and individuals.

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Bay Point Wealth Management

1990 Main Street, Suite 750
Sarasota, FL 34236

Amy Francis

(941) 388-8456

Member Since: 2011

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Fidelity Bank - State Road 70

3005 53rd Ave. East
Bradenton, FL 34203

Twila Averill

(941) 526-1730

Member Since: 2017

One of the largest community banks in the Southeast with over 65 locations. Our bankers are devoted to building real relationships in our community, on customer at a time.

Learn More | Visit Site | View on Google Maps

Passage Global Capital Management

2 N. Tamiami Trail, Suite 410
Sarasota, FL 34236

Oguz Ersan

(941) 330-2424

Member Since: 2022

Passage Global Capital Management is a quantitative investment firm with a client-centric focus specializing in systematic investment strategies with risk mitigation. A scientific way of investing is at the heart of our DNA.

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RBC Wealth Management

1819 Main Street, Suite 1100
Sarasota, FL 34236

Sarah Lodge

941-316-4816

Member Since: 2015

Our mission is to enhance the lives of our clients through a comprehensive wealth management process. This is achieved by creating, preserving and managing wealth of our clients.

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Capstan Financial Consulting Group, LLC