Florida Wealth Planning Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Kris Kasturi

Kris Kasturi

Private Wealth Advisor

Visit Kris Kasturi's website
Abby Santiago

Abby Santiago

Financial Advisor

Managing Partner
Visit Abby Santiago's website
Matthew Deckman

Matthew Deckman

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Jess Cook

Jess Cook

Financial Advisor

Visit Jess Cook's website
Paul Streeter

Paul Streeter

Financial Advisor

Visit Paul Streeter's website
John Joseph Lomba

John Joseph Lomba

Financial Advisor

Vice President
Visit John Joseph Lomba's website
Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Michael Henson

Michael Henson

Financial Advisor

Visit Michael Henson's website
Michael Testoni

Michael Testoni

Financial Advisor

Visit Michael Testoni's website
Tara J Showalter

Tara J Showalter

Financial Advisor

Managing Director
Visit Tara J Showalter's website
Staci W Leonard

Staci W Leonard

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Staci W Leonard's website
Tracey Lovitz

Tracey Lovitz

Financial Advisor

Visit Tracey Lovitz's website

Team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Financial Planning Specialist

Jean Gagnon

Jean Gagnon

Executive Assistant

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager,

Client Service Specialist
Marilyn Lheureux

Marilyn Lheureux

Operations Specialist,

Client Service Coordinator
Nicholas Lomba

Nicholas Lomba

Operations Specialist,

Client Service Specialist
Robert Moritz

Robert Moritz

Operations Specialist

Bobby Pastor

Bobby Pastor

Operations Specialist,

Office Manager
Linda Sperando

Linda Sperando

Client Service Manager

Victoria Conner

Victoria Conner

Operations Specialist,

Marketing Specialist
Leann Sabatini

Leann Sabatini

Operations Specialist,

Client Service Specialist
Joanna Deng

Joanna Deng

Operations Specialist,

Client Service Specialist