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1-800-822-2651

Orlando - South Orange - Ops

Type:

Corporate Office

Address:

250 South Orange Avenue Suite 120P Orlando, FL 32801

Phone:

407-567-2200

FAX:

407-567-1087

Office Hours

Monday 9:00 AM - 5:00 PM

Tuesday 9:00 AM - 5:00 PM

Wednesday 9:00 AM - 5:00 PM

Thursday 9:00 AM - 5:00 PM

Friday 9:00 AM - 5:00 PM

Saturday Closed

Sunday Closed

Branch Services

Accepts Appointments

Meet The Team

Adam Martin, CFA

Senior Portfolio Manager

407-567-2245 Email

Ben Johnson, CFA

Senior Portfolio Manager and Client Service Manager

407-567-2260 Email

Lance Hopegill, CFP

Chief Fiduciary Officer

407-226-1112 Email

Nora Bagby

Director Private Banking Sales & Service

407-567-2202 Email

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