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.

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.

Learn More | Visit Site | View on Google Maps

The Glenmede Trust Company, N.A.

222 Lakeview Avenue, Suite 1160
West Palm Beach, FL 33401

Joseph McCool

(561) 571-4900

Member Since: 2020

Independent and privately held, Glenmede works with a broad range of clients from corporate executives, entrepreneurs and business owners to multi-generational families and family offices.

Learn More | Visit Site | View on Google Maps

Raymond James

2 N. Tamiami Trail, Suite 804
Sarasota, FL 34236

Chris Fils

(941) 366-8600

(800) 323-2097

Member Since: 2018

Learn More | Visit Site | View on Google Maps

UBS Financial Services Inc.

1819 Main Street, #900
Sarasota, FL 34236

Coty Schade

(941) 366-6121

Member Since: 2017

We believe that the best experience begins with the right Financial Advisor. That's why our branch leadership team works with our Financial Advisors to create a supportive environment—one that fosters leadership, service excellence and productivity.

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Nav Advisors, Inc.

2055 Wood Street #119
Sarasota, FL 34237

Erik Milo Paine

(941) 306-4499

Member Since: 2011

Nav Advisors is a full-scale Financial, Tax, and Estate Planning firm. We are dedicated to educating our clients about the world of investments available to them.

Learn More | Visit Site | View on Google Maps

Bernstein Wealth Management

101 E. Kennedy Blvd, Suite 3200
Tampa, FL 33602

Patrick Bonanno

(516) 641-1815

Member Since: 2020

Learn More | Visit Site | View on Google Maps

Graham Capital

1991 Ringling Blvd
Sarasota, FL 34236

Jack McQuaid

(941) 260-4470

Member Since: 2020

Learn More | Visit Site | View on Google Maps

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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Ames Capital Management Inc.

4419 Samoset Drive
Sarasota, FL 34241

Mr. Donald R Ames

941-378-5000

Member Since: 2014

Learn More | Visit Site | View on Google Maps

New York Life

3000 Bayport Drive
Tampa, FL 33607

Daniela Sanchez-Wolf

(407) 431-1581

Member Since: 2020

Learn More | Visit Site | View on Google Maps

Caldwell Trust Company

1561 Main Street
Sarasota, FL 34236

Ms. Sheryl Vieira

(941) 926-9336

(941) 493-3600

Member Since: 1999

Learn More | Visit Site | View on Google Maps

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.

Learn More | Visit Site | View on Google Maps

Northwestern Mutual

2601 Cattleman Road, Suite 201
Sarasota, FL 34232

Ryan Fonville

(941) 951-1706

Member Since: 2008

Learn More | Visit Site | View on Google Maps

SKY Investment Group LLC

One Financial Plaza, Suite 1210
Hartford, CT 06103

Mr. Robert Bingham

(860) 761-9700

Member Since: 2012

Learn More | Visit Site | View on Google Maps

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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Edward Jones-Michael Paz

1800 2nd Street, Suite 890
Saraspta, FL 34236

Amanda Dillon

(941) 426-4437

Member Since: 2015

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White Oaks Wealth Advisors, Inc.

1717 2nd Street, Suite C
Sarasota, FL 34236

Micki Larson

(941) 361-9000

Member Since: 2016

White Oaks is a fee-only boutique, high touch, high net worth and multi-family office advising and investment firm.

Learn More | Visit Site | View on Google Maps

Bay Point Wealth Management

1990 Main Street, Suite 750
Sarasota, FL 34236

Kim Anderson

(941) 388-8456

Member Since: 2011

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Morgan Stanley

2 North Tamiami Trail
Sarasota, FL 34236

Charles Balliette

(941) 364-7485

Member Since: 2018

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Morgan Stanley/Phil Mott

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

Phil Mott

(941) 364-3537

(800) 237-9441

Member Since: 2002

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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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Allegiant Private 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.

Learn More | Visit Site | View on Google Maps

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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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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Halliday Financial

1577 Fruitville Road
Sarasota, FL 34236

Alyssa Choppy

(941) 296-0124

Member Since: 2019

It is our mission to help our clients solve a range of financial problems. Because we are an independent financial services firm, we have no proprietary products to push. Our role is to help clients make smart decisions about their money.

Learn More | Visit Site | View on Google Maps

Everence Financial

2480 Fruitville Rd., Suite 7
Sarasota, FL 34237

Steve Lane

(941) 953-6655

Member Since: 2020

Everence can partner with you to create a financial path as you realize your dreams, goals, faith and values. As a financial services company that shares your values, Everence Financial believes all of us make better money decision-making.

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Wealth Strategies Partners

1990 Main Street, Suite 750
Sarasota, FL 34236

Viktoria Warren

(941) 330-4454

Member Since: 2019

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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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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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Canandaigua National Trust Company

1586 Main Street
Sarasota, FL 34236

Denise Serena

(941) 366-7222

Member Since: 2008

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Day Hagan Asset Management

1000 S. Tamiami Trail
Sarasota, FL 34236

Ms. Linda Brown

(941) 330-1702

Member Since: 2008

Learn More | Visit Site | View on Google Maps

Udell Associates

1950 Ringling Boulevard, Suite 403
Sarasota, FL 34236

Mr. Bruce Udell

(941) 951-0443

Member Since: 1999

Learn More | Visit Site | View on Google Maps

Fidelity Bank - Longboat Key

5390 Gulf of Mexico Dr. Ste 101
Longboat Key, FL 34228

Brad Marner

(941) 554-5556

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.

Learn More | Visit Site | View on Google Maps

Walsh & Associates

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

Krystle Harvey

(941) 952-1188

Member Since: 2000

At Walsh & Associates we are passionate about true comprehensive financial planning. We feel that our clients deserve objective, independent advice that is specifically tailored to their family or individual needs, wants and financial goals.

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Sabal Trust Company

1800 - 2nd Street, Suite 103
Sarasota, FL 34236

Mr. G. Lowe Morrison

(941) 556-4862

Member Since: 2007

Learn More | Visit Site | View on Google Maps

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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Bank of America Private Bank

50 Central Avenue, Suite 750
Sarasota, FL 34236

Ms. Heather Clark

(941) 951-4111

Member Since: 2013

Learn More | Visit Site | View on Google Maps

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

Baron Financial Group

1990 Main Street, Suite 750
Sarasota, FL 34236

Anthony Benante

941-922-1365

(866) 333-6659

Member Since: 2015

Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security.

Learn More | Visit Site | View on Google Maps

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Financial & Investment Services

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Financial & Investment Services