Investment Services Vero Beach

Trustco Bank
4125 20th Street (772) 492-9295

Lobby and Drive-thru are open during branch hours.

Seacoast Bank
1206 US-1 (772) 564-8816

Seacoast Bank
2940 Cardinal Dr (772) 231-4218

Seacoast Bank
6030 20th St (772) 778-4627

Truist
800 43RD AVE SW (772) 410-2171
Products and Services

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JM Wealth Management
81 Crooked Tree Lane (888) 949-0525

Terence Markey - Morgan Stanley
3525 Ocean Drive n/a

Maria Baker -TD Bank Merchant Solutions Payment Advisor
1238 U.S. Highway 1 (772) 577-1540

Email or call to book an appointment

The Shantz Mantione Group - UBS Financial Services Inc.
1701 Highway A1A (203) 705-4222

Ford Lazorik Wealth Management Group - UBS Financial Services Inc.
1701 Highway A1A Suite 101 (772) 234-7006

We can help you embrace your financial future

Russell Cappelen, Jr. - UBS Financial Services Inc.
1701 Highway A1A (772) 234-7010

Cappelen Wealth Management Group - UBS Financial Services Inc.
1701 Highway A1A (772) 234-7407

Lori Wolfe-Lazorik - UBS Financial Services Inc.
1701 Highway A1A Suite 101 (772) 234-7006

We can help you embrace your financial future

Russell Robert Cappelen III - UBS Financial Services Inc.
1701 Highway A1A (772) 234-7407

Harry Robinson - Thrivent
4270 55th Street (954) 675-7397

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Wealth Partners - Ameriprise Financial Services, LLC
2055 Indian River Blvd (772) 978-1143

More info available at FINRA's BrokerCheck website

Wealth Partners - Ameriprise Financial Services, LLC
2015 31st Ave (772) 978-1143

Pam Doughty - Ameriprise Financial Services, Inc.
2015 31st Ave (772) 978-1143

Todd Kyle Darress - Ameriprise Financial Services, LLC
1054 20th Pl (772) 770-3700

Beacon Pointe Advisors
819 Beachland Blvd (772) 234-6455