FINANCIAL GUIDANCE that’s distinctly personal

Managing significant wealth is about much more than simply choosing the right investments. It’s about working with an advisor who knows you well and cares not just for your financial health, but for your personal well-being. We understand that people are truly the heart of our business, and we pride ourselves on building loyal, long-standing relationships that feel effortless and natural.

Tracie Bailey
Tracie Bailey
Registered Client Service Associate, RJFS
Madeline Bickerstaff
Madeline Bickerstaff
Branch Supervisor, RJFS
Rob Broome
Robert A. Broome
First Vice President, WPWG Financial Advisor, RJFS
Brenda D'Arville
Brenda L. D'Arville
Vice President Financial Advisor, RJFS
Andrew Fager
Andrew Fager
Technology Learning and Development Coach, WPWG Branch Professional, RJFS
Samantha Fernandez
Samantha Fernandez, MBA, CDFA®
Branch Supervisor WPWG Financial Advisor, RJFS
MIchael Hlavek
Michael Hlavek, CFP®
Registered Principal, RJFS
Kim King
Kimberly King
Registered Associate, RJFS
Duke Marsh
Duke Marsh
Director, WPWG Financial Advisor, RJFS
Donovan Mufdi
Donovan Mufdi, CFP®
Financial Advisor, RJFS
Albert Ray
Albert Ray III
Vice President, WPWG Financial Advisor, RJFS
Janice Ray
Janice Ray
Registered Client Service Associate, RJFS
Derek Tangeman
Derek Tangeman, CIMA®, CFP®
Registered Principal Branch Manager, RJFS
Ben Weiner
Ben Weiner, CIMA®, CFP®
Director, WPWG Financial Advisor, RJFS

Your partners in LIVING WELL

With more than 100 years of combined experience in the financial services industry, our team of advisors offers a wide range of knowledge and expertise. But more importantly, we all share the same philosophy: that the most successful relationships come from deep and lasting connections and a genuine desire to see you thrive and prosper.

Get to know us

Relationships

By your side through all the moments and milestones of your life

Community

Enriching lives through civic involvement and charitable service

Connection

Dedicated to knowing you on a personal level beyond money matters
We love working with people who share our passion for this community.
Ben Weiner

Sound Advice. Easy Connections.Let’s Connect.

Winter Park Wealth Group

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