Orlando, Florida

Global insights and deep, local experience for individuals and families

450 South Orange Avenue
10th Floor
Orlando, FL 32801

407.736.9525

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Featured Services

Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan

Investing

Our views and global network allow us to identify opportunities in complex, ever-changing world markets. Your level of engagement can be brokerage, discretionary or a combination based on your preferences.

Wealth Planning

We focus on helping clients address their long-term financial needs. With your other advisors, we develop strategies to help preserve your wealth—so you can enjoy your life now, provide for your heirs and support the causes you are passionate about.

Credit & Banking

We provide guidance for effective balance sheet management, with an emphasis on structuring large and complex loans. You have a comprehensive range of financing choices, including mortgages and lines of credit, as well as specialized financing.

The Local Team

A team of dedicated specialists works together seamlessly to address your evolving needs

Michael Baughen

Michael Baughen

Executive Director
Market Manager

Joseph S. Terry

Joseph Terry

Executive Director
Banker

C. Christian Collins

Chris Collins

Executive Director
Investment Specialist

Travis Damon

Travis Damon

Banker

Learn more about our firm and investment professionals through FINRA BrokerCheck


Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you