Investment Management
Many options:
Financial Planners : [LIST=1]
1. Cebert Wealth
2. Royal Asset Management
3. Fross & Fross
4. And many more.
Stock Brokers: with offices in The Villages
1. Merrill Lynch
2. Smith Barney
3. Edward Jones
Trust Companies: often overlooked for sound investment management
1. Sabal Trust...office in The Villages...They have a $1 million dollar minimum to establish a relationship with them. They don't sell annuities, other insurance products, commodities, derivatives, or use proprietary funds.
2.USB has a trust department, been around this area a long time.
3. First National Bank of Mt. Dora has trust offices in Mt. Dora and Leesburg.
4. Community Bank & Trust operates their trust office out of Ocala.
5. Bank of America, SunTrust and others are out of Orlando
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