March 28, 2015

Wealth Management in Florida

What's ahead for the stock market in 2014?

Mike Boslet | 3/31/2014

Eight Florida money managers offer their insights for investing in the year ahead. We interviewed:

  • Raymond Ferrara, CEO and President, ProVise Management Group, Clearwater
  • Thomas Ruggie, President, Ruggie Wealth, Tavares/Winter Park
  • Kenneth Burke, Managing Director, Burke Cox Group, Merrill Lynch Wealth Management, Heathrow
  • J. Thomas Smith, Managing Director, Wealth Management, UBS, Palm Beach Gardens
  • Charles Mulfinger, Managing Director, Morgan Stanley Graystone Consulting, Tampa
  • Pat Dorsey, Chief Investment Strategist, Tampa Bay Trust Co., Tampa
  • Howard McElfresh, Senior Portofoliio Manager, Florida Region, Fifth Third Private Bank, Orlando
  • Mike Nickler, Managing Director and Financial Adviser, The Nickler Group at Morgan Stanley, West Palm Beach

While these money managers see continued growth in the U.S., they are advising clients to steer clear of bonds and consider investing overseas and in U.S. stocks. In this article, you'll see specifics and gain advice from each of the 8 money managers. Also in this package of stories are two TopRank Florida lists: Florida's Investment Banking Firms and Trust Banking Firms in Florida (ranked by total assets in the state.)

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Tags: Banking & Finance

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