Seacoast Wealth Management Financial Advisors

Find the Financial Advisor servicing the Seacoast National Bank Branch nearest you

Ronald D. Baliton

Ronald D. Baliton, CFP®
Vice President
Financial Advisor
 

Ronald Baliton is a Certified Financial Planner™ and Insurance Agent with over 15 years of investment experience. He holds a degree in Finance from the University of Florida.

Phone: (772) 871-6621
Fax: (772) 878-5431
Toll Free: 800-706-9991

St. Lucie West Office
1100 SW St. Lucie West Blvd.
Suite 101
Port St Lucie, FL 34986

Cheryl Ciano

Jim Foster

Jim Foster, CFP®
Vice President
Financial Advisor
 

A Certified Financial Planner™, Jim has over 39 years experience in the financial services industry with 18 years in financial planning. He is a graduate of the University of South Florida, holds FINRA Series 7 and 63 registrations and is a licensed Insurance agent.

Phone: (772) 288-6096
Fax: (772) 288-6056
Toll Free: 800-706-9991

Colorado Office
815 Colorado Avenue
Stuart, FL 34994

Timothy R. Haas

Timothy R. Haas
Vice President
Financial Advisor
 

Tim has over 35 years experience in the financial services industry. He holds a Series 7 license and is a Life and Annuities Insurance Agent. He has successfully completed CFP® courses at Florida State University.

Phone: (772) 337-3155
Fax: (772) 335-3376
Toll Free: 800-706-9991

Tiffany Office
9698 U.S. Highway 1
Port St. Lucie, FL 34952

Krist Hammargren

Krist Hammargren
Vice President
Financial Advisor
 

Krist Hammargren has over ten years experience in the financial services industry. He holds Series 7, 63, 65 and 31 securities registrations and is a Florida licensed Life, Health and Variable Annuity Insurance agent.

Phone: (772) 231-8196
Fax: (772)231-4969
Toll Free: 800-706-9991

Cardinal Office
2940 Cardinal Drive
Vero Beach, Fl. 32963

John J. Lovett

John J. Lovett, CFP®, CLU, ChFC
Vice President
Financial Advisor
 

A Certified Financial Planner™, John has over twenty years experience as a financial advisor. He has a B.A. degree in Political Science awarded with honors and holds Series 7 and 63 registrations. He is also an Insurance Agent.

Phone: (772) 221-2798
Fax: (772) 466-3402
Toll Free: 800-706-9991

Colorado Office
815 Colorado Avenue
Stuart, FL 34994

Peter J. Lowery

Peter J. Lowery, CFP® CLU
Senior Vice President
Financial Advisor
 

Peter has been with Seacoast Wealth Management since 1989. He holds several securities registrations and is a Florida Insurance Agent. He is also a Certified Financial Planner ™ and a Chartered Life Underwriter. Peter has been in the financial services industry for nearly thirty years and has lived in Palm Beach County since 1981. He is experienced in both individual and business investment areas as well as personal trust services. Peter is a Registered Representative of Invest Financial Corporation.

Phone: (772) 288-6068
Fax: (772) 288-6056
Toll Free: 800-706-9991

Colorado Office
815 Colorado Avenue
Stuart, FL 34994

Lynda Miller

Lynda Miller
Sales Assistant
 

Lynda has over 30 years of experience in the financial services industry. She is a Registered Sales Assistant of Invest Financial Corporation and holds Series 7, Series 63 and Series 65 security registrations and is a licensed Health, Life and Variable Annuity Insurance agent. She joined Seacoast Wealth Management in 2007 after moving here with her family from Arlington, Texas.

Phone: (772) 231-5916
Fax: (772) 231-4969
Toll Free: 800-706-9991

Cardinal Drive Office
2940 Cardinal Drive
Vero Beach, FL 32963

Carl D. Newton

Carl D. Newton
Financial Advisor
 

Carl Newton has over 10 years experience in the financial services industry. He holds Series 7, 66 securities registrations and is a Florida licensed Life, Health and Variable Annuity Insurance agent. Carl is involved in many community organizations like serving as the past President and current board member with Treasure Coast Food Bank, Vice-President of Project Graduation Foundation of Martin County. He is a member of the Stuart/Martin County and Palm City Chamber of Commerce and a Palm City Chamber Ambassador.

Phone: (772) 288-6095
Fax: (772) 221-2603
Toll Free: 800-706-9991

Martin Downs Office
2601 SW High Meadow Ave
Palm City, FL 34990

Marta Young Bergman

Marta Young Bergman
Assistant Vice President
Sales Assistant
 

Marta has over twenty-five years experience in the financial services industry. She has been with Seacoast Wealth Management since 1996 and is currently a Registered Sales Assistant of Invest Financial Corporation and holds a Series 7 registration. She is also a licensed Health, Life and Variable Annuity Insurance agent.

Phone: (772) 337-6145
Fax: (772) 335-3376
Toll Free: 800-706-9991

Tiffany Office
9698 U.S. Highway 1
Port St. Lucie, FL 34952

Nancy Zehr

Nancy Zehr, CTFA
Senior Vice President
Chief Operating Officer
 

A Certified Trust and Financial Advisor, Nancy has over 18 years experience in the financial services industry. She holds Series 7, 63 and 24 securities registrations and is a Florida licensed Life, Health and Variable Annuity Insurance agent.

Phone: (772) 288-6092
Fax: (772) 288-6056
Toll Free: 800-706-9991

Colorado Office
815 Colorado Avenue
Stuart, FL 34994

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