Financial advisors in Watersound, FL

Looking for a financial advisor in Watersound, FL? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

36Median years of experience

0%At fee-only firms

2Firms represented

Largest firms here: LPL Financial (1), Madison Avenue Securities (1).

Madison Avenue Securities

36yrs

Clinton Gharib

Financial advisor

Watersound, FL

Top 7% by experience in Florida

Fiduciary

Call Directions

LPL Financial

32yrs

John Keating

Financial advisor

Watersound, FL

Top 13% by experience in Florida

Fiduciary

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read