Financial & Investment Services

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.
 
 
 
 
 
 
 
 
 
Provenance Wealth Advisors
Provenance Wealth Advisors
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Business Conector
1605 Main Street
Sarasota, FL 34236
Rob WeissRob Weiss
Work Phone: (941) 308-1126(941) 308-1126
(203) 984-0807(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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J.L. Bainbridge & Company, Inc.
J.L. Bainbridge & Company, Inc.
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Corporate Trustee Member
1582 Main Street
Sarasota, FL 34236
John LeemingJohn Leeming
Work Phone: (941) 365-3435(941) 365-3435
Member Since: 2022
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Mariner Wealth Advisors
Mariner Wealth Advisors
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Corporate Trustee Member
240 S. Pineapple Avenue, Suite 601
Sarasota, FL 34236
Ben JonesBen Jones
Work Phone: (941) 365-3745(941) 365-3745
Member Since: 2017
We offer 360° advice designed to last. We’ll partner with you to create a wealth management plan for today and beyond that’s flexible enough to change along with you. We’re committed to being here for everything life brings your way.
LinkedIn
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Edward Jones - Debbie Lancaster
Edward Jones - Debbie Lancaster
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Business Conector
324 8th Ave W., Suite105
Palmetto, FL 34221
Debbie LancasterDebbie Lancaster
Work Phone: 94147985029414798502
Member Since: 2023
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Equitable Advisors
Equitable Advisors
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Business Conector
1819 Main Street, Suite 210
Sarasota, FL 34236
Roman SessaRoman Sessa
Work Phone: (941) 952-0094(941) 952-0094
Member Since: 2024
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Clarity Financial Design
Clarity Financial Design
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Business Conector
205 N. Orange Avenue, Suite 306
Sarasota, FL 34236
Melissa WalshMelissa Walsh
Work Phone: (941) 290-6272(941) 290-6272
Member Since: 2023
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UBS - Zelniker Dorfman Carr & Heritage Group
UBS - Zelniker Dorfman Carr & Heritage Group
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Business Conector
1819 Main Street, Suite 900
Sarasota, FL 34236
Mr. Jason HughesMr. Jason Hughes
Work Phone: (941) 366-6121(941) 366-6121
Member Since: 2022
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Mitchell Family Interests
Mitchell Family Interests
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Community Builder
1515 Ringling Blvd, Suite 530
Sarasota, FL 34236
Michelle MitchellMichelle Mitchell
Work Phone: (941) 444-5469(941) 444-5469
Member Since: 2021
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Day Hagan Asset Management
Day Hagan Asset Management
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Business Conector
1000 S. Tamiami Trail
Sarasota, FL 34236
Ms. Linda BrownMs. Linda Brown
Work Phone: (941) 330-1702(941) 330-1702
Member Since: 2008
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Northwestern Mutual
Northwestern Mutual
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Business Conector
2601 Cattleman Road, Suite 201
Sarasota, FL 34232
Jessica LindbergJessica Lindberg
Work Phone: (941) 951-1706(941) 951-1706
Member Since: 2008
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Integrity Wealth Management, Inc.
Integrity Wealth Management, Inc.
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Business Conector
6561 Palmer Park Cir., Suite C
Sarasota, FL 34238
Sam CioneSam Cione
Work Phone: (941) 955-2700(941) 955-2700
Member Since: 2023
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Ameriprise Financial
Ameriprise Financial
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Business Conector
7321 Merchant Court, Suite A
Sarasota, FL 34240 8466
Phillip CecilPhillip Cecil
Work Phone: (941) 907-0708(941) 907-0708
Member Since: 2024
LinkedIn
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Wealth Resources
Wealth Resources
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Business Conector
785 N Osprey Ave 111
Sarasota, FL 34236
Gary SquireGary Squire
Work Phone: (941) 234-5072(941) 234-5072
Member Since: 2023
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Forza Wealth Management
Forza Wealth Management
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Business Conector
7701 Holiday Drive
Sarasota, FL 34231
Michael DeMassaMichael DeMassa
Work Phone: (941) 203-3748(941) 203-3748
Member Since: 2023
Fee-only investment advisors with CFA and CFP® designations focused on clients with over $1 million in assets.
LinkedIn
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Atlas Fiduciary Financial
Atlas Fiduciary Financial
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Business Conector
1577 Fruitville Road
Sarasota, FL 34236
Laura MattiaLaura Mattia
Work Phone: (941) 879-9290(941) 879-9290
Member Since: 2022
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Walsh & Associates
Walsh & Associates
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Business Conector
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
Krystle CorbittKrystle Corbitt
Work Phone: (941) 952-1188(941) 952-1188
Member Since: 2000
We simplify and manage your financial life and always act in your best interest.
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Capstan Financial Consulting Group, LLC
Capstan Financial Consulting Group, LLC
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Business Conector
238 S. Washington Blvd.
Sarasota, FL 34236
Stacey CrawfordStacey Crawford
Work Phone: (941) 256-9300(941) 256-9300
Member Since: 2019
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Cumberland Advisors
Cumberland Advisors
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Business Conector
One Sarasota Tower
Sarasota, FL 34236
Mr. Todd EngelhardtMr. Todd Engelhardt
Work Phone: (800) 257-7013(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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Baron Financial Group
Baron Financial Group
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Business Conector
1990 Main Street, Suite 750
Sarasota, FL 34236
Anthony BenanteAnthony Benante
Work Phone: 941-922-1365941-922-1365
(866) 333-6659(866) 333-6659
Member Since: 2015
Our purpose is to protect and grow your money responsibly, helping to guide you towards financial security.
LinkedIn
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Wealth Strategies Partners
Wealth Strategies Partners
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Market Mover
400 Burns Court
Sarasota, FL 34236
Heather BeckwithHeather Beckwith
Work Phone: (941) 330-4454(941) 330-4454
Member Since: 2019
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Modern Woodmen Fraternal Financial
Modern Woodmen Fraternal Financial
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Business Conector
750 Tamiami Trail, Unit 2
Port Charlotte, FL 33953
Chris SchultzChris Schultz
Work Phone: (941) 204-6338(941) 204-6338
Member Since: 2023
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Greywolfe Investing LLC
Greywolfe Investing LLC
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Business Conector
2075 Main Street, Suite 16
Sarasota, FL 34237
Mr. Ron A EarleyMr. Ron A Earley
Work Phone: (941) 421-8376(941) 421-8376
Member Since: 2023
Investing in an Wholesale FBA store with Greywolfe is a strategic move towards financial success. With a proven track record of navigating the intricacies of e-commerce, Greywolfe Investing offers a unique opportunity to capitalize on the lucrative world
LinkedInInstagram
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Eskew Financial Group
Eskew Financial Group
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Business Conector
2639 Fruitville Road, Suite 200
Sarasota, FL 34237
Mr. Curt Eskew, CLU, CLTCMr. Curt Eskew, CLU, CLTC
Work Phone: (941) 365-6381(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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Miller Gesko
Miller Gesko
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Business Conector
8586 Potter Park Drive, Suite 110
Sarasota, FL 34238
Mr. Paul GeskoMr. Paul Gesko
Work Phone: (941) 922-9747(941) 922-9747
Member Since: 2007
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The Bank of Tampa
The Bank of Tampa
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Community Builder
1858 Ringling Blvd. Suite 100
Sarasota, FL 34236
Charles O. MurphyCharles O. Murphy
Work Phone: (941) 248-1801(941) 248-1801
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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Credo Group at Morgan Stanley
Credo Group at Morgan Stanley
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Corporate Trustee Member
2 N. Tamiami Trail, Suite 1100
Sarasota, FL 34236
Phil MottPhil Mott
Work Phone: (941) 364-3537(941) 364-3537
(800) 237-9441(800) 237-9441
Member Since: 2002
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Prudential Advisors
Prudential Advisors
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Business Conector
3403 Magic Oak Lane
Sarasota, FL 34232
Barbora HawkinsBarbora Hawkins
Work Phone: (941) 326-0230(941) 326-0230
Member Since: 2024
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Passage Global Capital Management
Passage Global Capital Management
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Business Conector
2 N. Tamiami Trail, Suite 410
Sarasota, FL 34236
Oguz ErsanOguz Ersan
Work Phone: (941) 330-2424(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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Russell Skibicki of Raymond James
Russell Skibicki of Raymond James
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Business Conector
2 North Tamiami Trail, Suite 804
Sarasota, FL 34236
Russell SkibickiRussell Skibicki
Work Phone: (941) 329-3289(941) 329-3289
Member Since: 2024
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Mercer Capital
Mercer Capital
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Business Conector
300 Tamiami Trail S.
Venice, FL 34285
Atticus FrankAtticus Frank
Work Phone: (941) 244-1020(941) 244-1020
Member Since: 2022
Business valuation, financial advisory, and litigation support work for private and public companies across the US. Work with estate and tax attorneys, CPAs, and private advisors.
LinkedIn
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Mueller Financial Services, Inc.
Mueller Financial Services, Inc.
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Market Mover
2601 Cattlemen Road
Sarasota, FL 34232
Veronica Smith, RICP®Veronica Smith, RICP®
Work Phone: (941) 955-1643(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.
LinkedInYouTube
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HBKS Wealth Advisors
HBKS Wealth Advisors
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Corporate Trustee Member
1777 Main Street, Suite 301
Sarasota, FL 34236
Dean PiccirilloDean Piccirillo
Work Phone: (941) 957-4242(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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Freeman Financial
Freeman Financial
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Business Conector
1 S. School Ave, Suite 402
Sarasota, FL 34237
Jamie FreemanJamie Freeman
Work Phone: (941) 444-1225(941) 444-1225
Member Since: 2021
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Lexington Financial
Lexington Financial
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Business Conector
5550 26th St W, Suite 3
Bradenton, FL 34207
Bethany MatzkeBethany Matzke
Work Phone: (941) 914-9990(941) 914-9990
Member Since: 2023
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Canandaigua National Trust Company
Canandaigua National Trust Company
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Business Conector
1586 Main Street
Sarasota, FL 34236
Angela CarlsonAngela Carlson
Work Phone: (941) 366-7222(941) 366-7222
Member Since: 2008
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Occams Advisory
Occams Advisory
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Business Conector
1962 Main Street, Suite 420
Sarasota, FL 34236
Amber KelloggAmber Kellogg
Work Phone: (813) 522-5884(813) 522-5884
Member Since: 2023
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Wells Fargo Advisors
Wells Fargo Advisors
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Business Conector
1605 Main Street, Suite 1200
Sarasota, FL 34236
Michael CallahanMichael Callahan
Work Phone: (941) 951-7071(941) 951-7071
Member Since: 2024
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Caldwell Trust Company
Caldwell Trust Company
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Business Conector
27 S. Orange Avenue
Sarasota, FL 34236
Ms. Sheryl VieiraMs. Sheryl Vieira
Work Phone: (941) 926-9336(941) 926-9336
Member Since: 1999
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Sabal Trust Company
Sabal Trust Company
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Business Conector
1800 2nd Street, Suite 103
Sarasota, FL 34236
Ms.Susan HinesMs.Susan Hines
Work Phone: (941) 556-4862(941) 556-4862
Member Since: 2007
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WealthGen Advisors
WealthGen Advisors
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Market Mover
650 Central Avenue, Suite 1
Sarasota, FL 34236
Ken HargreavesKen Hargreaves
Work Phone: (941) 706-4151(941) 706-4151
Member Since: 2021
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SKY Investment Group LLC
SKY Investment Group LLC
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Business Conector
One Financial Plaza, Suite 1210
Hartford, CT 06103
Mr. Robert BinghamMr. Robert Bingham
Work Phone: (860) 761-9700(860) 761-9700
Member Since: 2012
Learn More | Visit Site | View on Google Maps
New York Life | Insurance & Investments
New York Life | Insurance & Investments
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Business Conector
306 N. Rhodes Avenue, Suite 110
Sarasota, FL 34237
Kelly GoldsteinKelly Goldstein
Work Phone: (941) 866-6570(941) 866-6570
Member Since: 2023
Learn More | Visit Site | View on Google Maps
The Livingston Key Group at Morgan Stanley
The Livingston Key Group at Morgan Stanley
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Business Conector
2 N Tamiami Trail, Suite 1100
Sarasota, FL 34326
Catherine DanielCatherine Daniel
Work Phone: (941) 225-5937(941) 225-5937
Member Since: 2022
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Bank of America Private Bank
Bank of America Private Bank
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Community Builder
1819 Main Street, Suite 1202
Sarasota, FL 34236
Ms. Heather ClarkMs. Heather Clark
Work Phone: (941) 951-4109(941) 951-4109
Member Since: 2013
Learn More | Visit Site | View on Google Maps
1st Source Bank Wealth Advisory Services
1st Source Bank Wealth Advisory Services
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Corporate Trustee Member
1800 2nd Street, Suite 712
Sarasota, FL 34236
Cyndi MillerCyndi Miller
Work Phone: (941) 554-2605(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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