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Larry L. Longenecker - Senior Financial Advisor
Lee J. Blackwell - Senior Financial Advisor
Kent Coleman - Financial Advisor
Rachell LaVasseur - Financial Advisor
Edye Sifonte - Operations Manager

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Phone

407.488.1777

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Address

7575 Dr. Phillips Blvd., 
#100, 
Orlando, FL  32819

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2019 Outlook: The End of Easy

Our strategists outline potential opportunities for the year ahead.

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News and Insights

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Policies of Change

Each year, many governments across the globe enact new fiscal, monetary, regulatory, and trade policies that may affect the financial markets. While any one policy...

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Asia Drives for Stability

Today, China, Japan, and South Korea are three dynamic economies, each seeking stable growth. All three are grappling with aging demographics and the potential threat...

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Balancing Risk and Reward

Wells Fargo Investment Institute (WFII) believes that investors seem increasingly willing to trade higher levels of risk for potential return. Yet it is important to…

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Investing Late in a Bull Market

Investing Late in a Bull Market

The current stock market rally is one of the longest on record, leading to concerns that it may soon end. In Investing Late in a…

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Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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