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.
 
 
 
 
 
 
 
 
 
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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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
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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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Capital Point Financial Group, Ltd.
Capital Point Financial Group, Ltd.
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Corporate Trustee Member
1343 Main Street, Suite 304
Sarasota, FL 34236
John M. Selzer, Jr.John M. Selzer, Jr.
Work Phone: (941) 893-1777(941) 893-1777
Member Since: 2016
Capital Point Financial Group, LTD. is a full service financial planning and investment organization.
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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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Robert Blaikie at Coastal Wealth
Robert Blaikie at Coastal Wealth
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Business Conector
1819 Main Street, Suite 402
Sarasota, FL 34236
Mr. Robert BlaikieMr. Robert Blaikie
Work Phone: (813) 393-3618(813) 393-3618
Member Since: 2019
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Sabal Trust Company
Sabal Trust Company
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Business Conector
1800 - 2nd Street, Suite 103
Sarasota, FL 34236
Mr. G. Lowe MorrisonMr. G. Lowe Morrison
Work Phone: (941) 556-4862(941) 556-4862
Member Since: 2007
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Cave Wealth Management
Cave Wealth Management
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Business Conector
2426 Bee Ridge Rd., Suite B
Sarasota, FL 34239
Ernie CaveErnie Cave
Work Phone: (904) 710-8897(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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Preferred National Inc.
Preferred National Inc.
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Business Conector
1258 N. Palm Ave., Unit CU1
Sarasota, FL 34236
Melissa WenzelMelissa Wenzel
Work Phone: (941) 417-6071(941) 417-6071
Member Since: 2021
New Member
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RBC Wealth Management
RBC Wealth Management
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Corporate Trustee Member
1819 Main Street, Suite 1100
Sarasota, FL 34236
Sarah LodgeSarah Lodge
Work Phone: 941-316-4816941-316-4816
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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AK Investing, LLC
AK Investing, LLC
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Business Conector
8191 N. Tamiami Trail, Building B1
Sarasota, FL 34243
Anton KulikovAnton Kulikov
Work Phone: (847) 220-3989(847) 220-3989
Member Since: 2021
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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Nav Advisors, Inc.
Nav Advisors, Inc.
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Business Conector
2055 Wood Street #119
Sarasota, FL 34237
Mr. Marc KorschMr. Marc Korsch
Work Phone: (941) 306-4499(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.
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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.
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Caldwell Trust Company
Caldwell Trust Company
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Business Conector
1561 Main Street
Sarasota, FL 34236
Ms. Sheryl VieiraMs. Sheryl Vieira
Work Phone: (941) 926-9336(941) 926-9336
(941) 493-3600(941) 493-3600
Member Since: 1999
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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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Fidelity Bank - State Road 70
Fidelity Bank - State Road 70
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Corporate Trustee Member
3005 53rd Ave. East
Bradenton, FL 34203
Twila AverillTwila Averill
Work Phone: (941) 526-1730(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.
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UBS Financial Services Inc.
UBS Financial Services Inc.
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Community Builder
1819 Main Street, #900
Sarasota, FL 34236
Karmen KeupKarmen Keup
Work Phone: (941) 366-6121(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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Cumberland Advisors
Cumberland Advisors
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Corporate Trustee Member
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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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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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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Halliday Financial
Halliday Financial
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Business Conector
1577 Fruitville Road
Sarasota, FL 34236
Alyssa ChoppyAlyssa Choppy
Work Phone: (941) 296-0124(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.
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David Allen Capital Agency
David Allen Capital Agency
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Business Conector
4914 Avon Lane
Sarasota, FL 34238
Cheryl PiceuCheryl Piceu
Work Phone: (248) 996-3210(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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Ameris Bank
Ameris Bank
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Corporate Trustee Member
9819 Cortez Road West
Bradenton, FL 34210
Brad MarnerBrad Marner
Work Phone: (941) 526-1860(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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Bay Point Wealth Management
Bay Point Wealth Management
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Business Conector
1990 Main Street, Suite 750
Sarasota, FL 34236
Kim AndersonKim Anderson
Work Phone: (941) 388-8456(941) 388-8456
Member Since: 2011
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Graham Capital
Graham Capital
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Corporate Trustee Member
1991 Ringling Blvd
Sarasota, FL 34236
Jack McQuaidJack McQuaid
Work Phone: (941) 260-4470(941) 260-4470
Member Since: 2020
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The Bank of Tampa
The Bank of Tampa
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Corporate Trustee Member
1858 Ringling Blvd. Suite 100
Sarasota, FL 34236
Charles O. MurphyCharles O. Murphy
Work Phone: (941) 248-1800(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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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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Everence Financial
Everence Financial
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Business Conector
2480 Fruitville Rd., Suite 7
Sarasota, FL 34237
Steve LaneSteve Lane
Work Phone: (941) 953-6655(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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Gulf Coast Wealth Advisors
Gulf Coast Wealth Advisors
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Business Conector
1 S. School Avenue, Suite 501
Sarasota, FL 34237
Jeffrey LabelleJeffrey Labelle
Work Phone: (941) 362-0700(941) 362-0700
Member Since: 2020
Social security planning, investing, planning, wealth management, insurance, advisory fee, mutual funds, radio show host and author.
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Bank of America Private Bank
Bank of America Private Bank
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Community Builder
50 Central Avenue, Suite 750
Sarasota, FL 34236
Ms. Heather ClarkMs. Heather Clark
Work Phone: (941) 951-4109(941) 951-4109
Member Since: 2013
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Allegiant Private Advisors is now Mariner Wealth Advisors
Allegiant Private Advisors is now Mariner Wealth Advisors
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Corporate Trustee Member
240 S. Pineapple Avenue, Suite 200
Sarasota, FL 34236
Paul CantorPaul Cantor
Work Phone: (941) 365-3745(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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Walsh & Associates
Walsh & Associates
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Business Conector
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
Krystle HarveyKrystle Harvey
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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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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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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Canandaigua National Trust Company
Canandaigua National Trust Company
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Corporate Trustee Member
1586 Main Street
Sarasota, FL 34236
Mr. Paul TarantinoMr. Paul Tarantino
Work Phone: (941) 366-7222(941) 366-7222
Member Since: 2008
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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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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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Atlas Fiduciary Financial
Atlas Fiduciary Financial
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Business Conector
1577 Fruitville Road
Sarasota, FL 34236
Laura MattiaLaura Mattia
Work Phone: 20140056852014005685
20140056852014005685
Member Since: 2022
New Member
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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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Northwestern Mutual
Northwestern Mutual
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Business Conector
2601 Cattleman Road, Suite 201
Sarasota, FL 34232
Ryan FonvilleRyan Fonville
Work Phone: (941) 951-1706(941) 951-1706
Member Since: 2008
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White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc.
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Corporate Trustee Member
1717 2nd Street
Sarasota, FL 34236
Micki KastelMicki Kastel
Work Phone: (941) 361-9000(941) 361-9000
Member Since: 2016
The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, S
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Ames Capital Management Inc.
Ames Capital Management Inc.
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Business Conector
4419 Samoset Drive
Sarasota, FL 34241
Mr. Donald R AmesMr. Donald R Ames
Work Phone: 941-378-5000941-378-5000
Member Since: 2014
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Mueller Financial Services, Inc.
Mueller Financial Services, Inc.
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Market Mover
202 N. Rhodes Avenue, Suite 102
Sarasota, FL 34237
Mary AugustineMary Augustine
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 a quarter of a century, expanding its guidance from the regional to the national level through growth and acquisitions.
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