Florida Office Location

Sigma Investment Counselors - Florida

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Sigma Investment Counselors - Florida
255 Primera Blvd., Suite 160 Lake Mary, FL 32746
Phone: 321-252-4868

Sigma Investment Counselors - Florida, located in Lake Mary, was opened in 2013 and Marisa Bradbury, CFA®, CFP®, serves as the primary Portfolio and Relationship Manager at this location.

At Sigma Investment Counselors – Florida, we take the time to understand each client’s specific investment goals, attitudes towards risk and unique needs in order to develop a customized financial plan. This creates a "Thoughtful Investing" approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets.

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Advisors At This Location

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Marisa A. Bradbury, CFA®, CFP®, Senior Portfolio Manager

Marisa first came to Sigma in 1997 as an intern and joined the firm on a full-time basis in 1999 after completing her degree in General Business Administration/Pre-Law from Michigan State University. Marisa’s primary responsibilities at Sigma include serving as a relationship officer and portfolio manager on client accounts as well as participating on the firm’s Investment Committee. Marisa is a member of the Editorial Advisory and Securities Review Committee of the National Association of Investors Corp's magazine, Better Investing. Marisa earned the Chartered Financial Analyst (CFA®) designation in 2003. She is a member of CFA® Institute, serves on the board of the CFA® Society of Orlando, and is past President of the CFA® Society of Detroit. Marisa earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2011 and serves on the board of the Financial Planning Association of Central Florida.