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Winter Park, FL Branch
Winter Park, FL Branch
Branch Location And Profile
G. Derek Tangeman, CFP®, CIMA®
Senior Vice President
Branch Manager
338 West Morse Boulevard
Suite 200
Winter Park, FL 32789
tel: 407-623-5600
toll free: 800-523-9906
fax: 407-628-3485
Email Us
hours:
M-F  8:00  -  5:00
Advisors
Duke Marsh
First Vice President - Wealth Management
President’s Council
Financial Planning Specialist
Paul Brown
Financial Advisor
Guided Portfolio Manager
Marilyn S. Swan & Todd D. Stevens
The Wellspring Group
Ben Weiner
Senior Vice President - Wealth Management
Senior Investment Management Consultant
I. Richard Weiner
Senior Vice President - Wealth Management
Michael Hlavek
Financial Advisor
David S. Isaacson
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Portfolio Manager/Financial Advisor
The Thomas Group
Richard J. Sanfilippo
Senior Vice President - Wealth Management
Senior Portfolio Manager
The Miller Group
The Brodsky-Paynter Group
The Brodsky-Paynter Group
Giti Khalsa
Financial Advisor
Wealth Advisory Associate
Matthew P. Bartolomei
Financial Planning Associate
Douglas M. Sheahan
Financial Advisor
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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