Independent Financial Advisors in Florida Leads With Emails

Independent Financial Advisors in Florida
Lead Database

Discover high-quality leads of Independent Financial Advisors in Florida with Pyrsonalize's advanced AI-powered platform. These leads consist of decision-makers actively seeking financial solutions, investment opportunities, and wealth management services, making them ideal prospects for businesses offering financial products, CRM services, or marketing support tailored to the financial sector. By leveraging Pyrsonalize’s AI Lead Finder and Prospecting Hub, you gain access to up-to-date, verified contact details—eliminating outdated lists and guesswork. Our automated email sequences and one-click booking enable personalized outreach that converts, ensuring your sales efforts target engaged advisors ready to collaborate. Grow your client base efficiently by connecting with Florida’s top financial professionals effortlessly.

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About This Lead List

Unlock high-quality leads among Independent Financial Advisors (IFAs) in Florida with Pyrsonalize, the cutting-edge AI lead generation platform designed to transform your outreach strategy. These leads are seasoned financial professionals responsible for advising clients on wealth management, retirement planning, investment strategies, and estate planning. They operate within a highly regulated industry, seeking trusted partners and innovative solutions to meet their clients’ evolving financial needs. By targeting IFAs in Florida, your campaigns can connect with decision-makers actively looking for new financial products, marketing tools, and strategic alliances that can enhance their client offerings and grow their practice.

The pain points faced by independent financial advisors include the need for reliable, current contact data, and meaningful engagement with prospects who are genuinely interested in their services. Traditional lead lists often fall short—containing outdated emails or guessing at contact information—leading to wasted effort and missed opportunities. Pyrsonalize addresses these challenges by leveraging AI-powered web scraping to discover live, verified emails across over 120 platforms, ensuring your outreach reaches the right person at the right moment. Its real-time lead discovery and enrichment capabilities enable you to build a targeted list of Florida-based IFAs with a high Potential Contact (ICP) match score, boosting your chances of genuine conversations and conversions.

This list of independent financial advisors in Florida is an invaluable, continually updated resource for any business looking to penetrate this niche. By using Pyrsonalize’s integrated platform—featuring automated outreach sequences, a unified inbox, and seamless scheduling—you can streamline your entire sales process, from first contact to appointment booking. Drive targeted, high-conversion campaigns that foster lasting relationships with top-tier financial professionals. Access this dynamic, verified lead database today and unlock the full potential of your business development efforts in the Florida financial advising market.

Browse 100 of 249 Leads

Name	Email	Company & Role	Location	ICP Score
Mark Fenton	m*****@gmail.com	GrowthNet Solutions Financial Advisor	Naples, Florida	90
Shawn Santa	s*****@gmail.com	Secure Money Strategies LLC Owner	Ocala, FL	85
Kevin A. Medina	e*****@gmail.com	ELVT Financial Financial Consultant	Boca Raton	85
Donna A Krohn	d*****@gmail.com	Retirement Wealth Advisors Financial Planner	Cape Coral, FL	85
Ian Fleishman	i*****@gmail.com	IAN Financial Group Financial Strategist	Clearwater, FL	85
Ariel Moyano	a*****@gmail.com	Legacy Wealth Management Wealth Advisor	Boca Raton, Florida	85
Melvin Pope	m*****@gmail.com	Financial Partners of North Florida Managing Partner, Broker, Owner	Tallahassee, Florida	85
Steven Podnos	s*****@wealthcarellc.com	Wealth Care LLC CEO, Principal, Financial Planner	Merritt Island, Florida	85
Neil Roback	n*****@outlook.com	NHR Financial Group Independent Financial Advisor	Florida	85
Ferguson Financial Group LLC	f*****@outlook.com.see	Ferguson Financial Group LLC Financial services provider	Unknown	85
Chris Benigno	c*****@icloud.com	Fisher Investments Financial Planner / CFA Certified Financial Advisor	St. Petersburg, Florida	85
Millie Erazo	m*****@icloud.com	Operation HOPE Financial Well-being Coach	Tampa, Florida	85
Milagros Agosto	m*****@operationhope.org	Operation HOPE Financial Well-being Coach	Greater Tampa Bay Area	85
Katia Bordy	m*****@gmail.com	Miami Financial Coaching Financial Coach	Miami, FL	85
George Perez	m*****@gmail.com	Money Masters Worldwide Financial Consultant	Miami Beach, Florida	85
Nancy Andrade	g*****@icloud.com	RetireCo RetireCo Agent	Florida	80
Larry Wells	w*****@gmail.com	Larry Wells Financial Financial Advisor	The Villages, FL	80
Scott Bigley	4*****@gmail.com	Forever Forward Financial Group Financial Advisor	Tarpon Springs, FL	80
Barbara Quasius	b*****@outlook.com	Circle L Capital Management CEO	Naples, Florida	80
Barbara Quasius	m*****@outlook.com	Circle L Capital Management CEO	Naples, Florida	80
Edick Lucas	e*****@conciergefpg.com	Concierge Financial Planning Group Financial Advisor / President	Seminole County, Florida	80
Afiz Gautier	s*****@outlook.com.see	Safe Money Management of Florida Financial Advisor / Retirement Investment Manager	Ruskin, Florida	80
Cory Shrader	b*****@gmail.com	Black Creek Wealth Management Founder / Owner	Fleming Island, FL	80
Joe Dise	j*****@gmail.com	Dise Wealth Management Financial Planning & Wealth Management Advisor	Treasure Island, FL	80
Wilfred Mendez	w*****@gmail.com	Unknown Financial Advisor	Orlando, Florida	80
Daglas Radido	d*****@gmail.com	drfabfinancialservices Financial Advisor	Unknown	80
Nicolas Eduardo Brunetti	n*****@gmail.com	LCM Capital Investment Advisor / CFA Level II Candidate	Sarasota, FL	80
Richard Price	r*****@gmail.com	Durham Loyalty Wealth Management Senior Vice President	Pembroke Pines, FL	80
Luis Villavicencio	l*****@oasecurities.com	One Team Financial Group Financial Advisor	Clearwater, Florida	80
Jeannette Bajalia	j*****@jlsmithgroup.com.see	JL Smith Group Senior Wealth Manager	Ponte Vedra Beach, FL	80
Matthew Stewart	m*****@dragon-financial.com	Dragon Financial Services Retirement & Financial Advisor	Astatula, FL	80
Syndie T. Levien, CFP e	m*****@yahoo.com	Senior Care Strategies Financial Advisor	Boca Raton, FL	80
Michelle McCallister	m*****@outlook.com	Boundless Travels Chief Executive Officer	Englewood, Florida	80
David Durham	d*****@gmail.com	Durham Loyalty Wealth Management Financial Planner	Florida	80
Whitaker Myers	w*****@outlook.com	Whitaker Wealth Management Services, LLC Financial advisor / Wealth management services	Wooster, Ohio	80
Jonathan Bailey	j*****@gmail.com	Amuni Financial, Inc. Financial Advisor and VP of Special Projects	St. Petersburg, Florida, United States	75
Steve Fasano	f*****@yahoo.com	Clear Path Advisory and CFO Services, LLC Financial Consultant	Port St Lucie, Florida	75
Jacqueline Martinez	j*****@yahoo.com	MetLife Financial Service Consultant	Tampa, Florida	75
Charles Ho Fung	l*****@gmail.com	Learning Finance 101 Financial Planner, Financial Educator	Boca Raton, FL	75
Nicole Lester	c*****@gmail.com	Pinnacle Elite Financial Advisor	Jacksonville, Florida	75
Saffron Christopher	s*****@gmail.com	TFS Wealth and Asset Management Experience: Illusso	Jupiter, Florida	75
Ann Naidenoff	a*****@hotmail.com	Asset Management Partners Financial Consultant	Windermere, Florida	75
Lou Rosa	l*****@yahoo.com	Lou Rosa Financial Financial Advisor	Saint Petersburg, FL	75
Widmy Joseph	w*****@ucf.edu	Unknown Aspiring investor, Financial Advisor & Sales Professional	Orlando, Florida	75
Joseph Widmy	j*****@gmail.com	Unknown Aspiring investor, Financial Advisor & Sales Professional	Orlando, Florida	75
Joseph Zachariah	j*****@gmail.com	Unknown Financial Services Professional	Unknown	75
Sal Abey	s*****@gmail.com	Southern Trust Financial Services, LLC Financial Advisor	Sarasota, FL	75
Lúren Schiek	l*****@gmail.com	Lifetime Advisors Financial / Tax Advisor	Naples, FL	75
Jacqueline Schultz	j*****@gmail.com	Unknown Financial Advisor / Wealth Manager	Unknown	70
Jakoa Dudley	j*****@outlook.com.see	Transamerica Licensed Financial Professional	Orlando, Florida	70
Anthony Rivieccio	a*****@yahoo.com	Rivieccio Financial Advisors Tax and Financial Advisor	Unknown	70
Alan Jenkins	k*****@yahoo.com	Unknown Securities & Wealth Transfer Advisor	Saint Petersburg, FL	70
Billy Graddy	b*****@gmail.com	Pelora Advisors Wealth Management Advisor	Tampa, Florida	70
Concierge Companions, LLC	c*****@outlook.com	Concierge Companions, LLC Service Provider	Boca Raton, Florida	70
Karen Spence-Williams	k*****@yahoo.com	Self-employed / Consulting Registered Nurse	West Palm Beach, FL	70
Douglas Sowden	s*****@gmail.com	Powur Sales Consultant	Florida	70
Seann Archer Dougherty	m*****@gmail.com	Dougherty Investment Advisors Investment Advisor	Spring Hill, FL	65
Krista Sankey	k*****@gmail.com	Krista Sankey Financial Financial Advisor / Financial Educator	San Antonio, TX	65
Krista Pasionek	k*****@kifinancial.life	KIFinancial Financial Coach / Wealth Planner	Unknown	65
John Pepe	p*****@outlook.com	John Pepe Insurance Agency Insurance Agency Owner	Inverness, FL	65
Jose A Mejia	c*****@tampabay.rr.com	Perfect Planning LLC Independent Insurance Agent, Retirement Planning Specialist	Tampa Bay, FL	65
Jay Clifford	s*****@icloud.com	Unknown Financial Advisor / Insurance Agent	Davenport, FL	65
Dennis Parks	p*****@gmail.com	Liferoocapital Senior Estate Planner	West Palm Beach, FL	65
Dennis Parks	a*****@icloud.com	Liferoocapital Senior Estate Planner	West Palm Beach, FL	65
Frank Del Valle	f*****@icloud.com	JMOD Financial Services, LLC Financial Services Professional / Advisor	Florida (possibly Marco Island)	60
Ronald Johnson	r*****@yahoo.com	Shepherd Investment Management President / Investment Advisor	Lake Wales, Florida	60
Robyn Payant	r*****@hotmail.com	Payant Wealth Management Group Financial Advisor	Sun City Center, FL	60
Dawn Maddox	s*****@gmail.com	Sister Circle Collective Financial Advisor	Unknown	60
Rebecca L. Shropshire	b*****@gmail.com	Shropshire Consulting Financial Education Services Provider	Florida	60
Keith Bercun	k*****@hotmail.com	Columbus Life Insurance Company CLTC	Parkland, FL	60
Jakoa Dudley	j*****@outlook.com	The Broker Group / Transamerica Licensed Financial Professional / Agency Developer	Orlando, Florida	60
DeeWynn Cox	d*****@cmsptampabay.com	Care Management Service Professionals Aging Life Care Professional / Executive	Tampa, FL	60
A. Trinity Eason	a*****@gmail.com	Family First Life Financial Consultant / Insurance Agent	Davenport, FL	60
Brian Marsh	b*****@gmail.com	MedicareSolutions.io Retirement & Insurance Advisor	Ocala, FL	60
Richard Nidetz	r*****@yahoo.com	Unknown Senior Estate Planning Professional	Boca Raton, FL	60
Denise L Epperson	d*****@yahoo.com	Neptune Society Certified Pre-Arrangement Advisor	Ponte Vedra, Florida	60
Phillip Benn	w*****@gmail.com	Unknown Financial Strategist	Unknown	55
Ryan White	r*****@outlook.com	R&K White Financial Financial Advisor / Insurance Agent	Wildwood, Florida	55
Crystal Bowens-Quarterman	c*****@outlook.com	Unknown Life & Health Agent	Orlando, Florida	55
Alejandro Baquero	a*****@hotmail.com	A & B Insurance & Financial, Inc. Insurance & Financial Agent	New Port Richey, FL	55
Sydney Krier	s*****@outlook.com	MAXEX, LLC Associate	Atlanta, Ga.	55
Probably a mortgage/financial professional	c*****@outlook.com	Colleymortgages Mortgage Broker/Financial Advisor	Port Moody	55
Impeccable Seniors Care LLC	i*****@outlook.com	Impeccable Seniors Care LLC Home Care Service Provider	Orlando, Florida	55
Bob Sweeting	b*****@gmail.com	The Porter Group Insurance Agent	Winter Garden / Central Florida	55
Betty Carmen	c*****@gmail.com	WFG Transamerica Financial Financial Consultant	Greater Tampa Bay Area	55
Norman Harris	c*****@gmail.com	Comfort Measures Consulting LLC Healthcare Advocate	Tampa, FL	55
Glenn Hasell	g*****@icloud.com	First Financial, LLC Financial Therapist / Advisor	Stuart, Florida	50
Ellen Mitchell	e*****@gmail.com	RE/MAX / Prestige Property Team Realtor / Real Estate Agent	Miami, Florida	50
Randy Scheid	r*****@outlook.com	RGS Partners Consulting Consultant	Jupiter, Florida	50
John Ramsey	j*****@icloud.com	Bill of Financial Responsibilities, LLC Founder & Managing Member	Florida (likely Sarasota or nearby)	50
Debra Jackson	d*****@icloud.com	Primerica Unknown	North Miami, FL	50
Laura Davila	l*****@icloud.com	Truist Senior Relationship Banker	Apopka, FL	50
Jason Mickool	i*****@floridafa.com	Florida Financial Advisors President	Tampa, FL	50
Devaryan G.	d*****@gmail.com	Florida Financial Advisors Associate Financial Advisor	Miami, FL	50
Michael M. Rubenstein	m*****@gmail.com	UBS Wealth Management / The Matina Group Estate Planning and Wealth Management Professional	Naples, Florida	50
Mike Wesnak	p*****@yahoo.com	Self-employed Financial Services Consultant and Contractor	Fernandina Beach, Florida	50
Katherine Ziolkowski	m*****@yahoo.com	Mulligan Financial Business relationship consultant	Tampa, Florida	50
Robert Wilkerson	r*****@outlook.com	Sunshine Insurance Brokerage Independent Insurance Broker	DeBary, FL	50
Daniel Bell	d*****@gmail.com	Unknown Financial Professional	Unknown	50
Jayan Cortelyou	j*****@gmail.com	Florida Department of Financial Services Financial Specialist	Greater Tampa Bay Area	50

Frequently Asked Questions

How accurate and up-to-date is the list of Independent Financial Advisors in Florida?

Our list is part of Pyrsonalize’s live, AI-updated database that continuously scrapes over 120 platforms to deliver fresh and accurate leads. This means the number of Independent Financial Advisors in Florida is always growing, ensuring you access the most current and relevant contacts for your outreach efforts.

Will this lead list help me connect with decision-makers who are genuinely interested in financial advisory services?

Absolutely. Pyrsonalize's platform not only provides contact information but also scores each lead with an ICP match score, indicating how well the contact aligns with your target profile. Additionally, our AI ensures the emails are real and personal, increasing the likelihood of meaningful engagement.

How does Pyrsonalize help me reach these Financial Advisors more effectively than traditional lists?

Pyrsonalize replaces outdated lead lists with a dynamic, web-scraped database that is constantly updated. The platform automatically writes personalized outreach emails and connects you directly with advisors ready to engage. This integrated approach ensures you’re contacting the right people, at the right time, with personalized messages that convert.

Independent Financial Advisors in Florida Lead Database