Sigma Investment Counselors - Florida Location

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.  Marisa Bradbury, CFA®, CFP® and Daniel Robinson, CFP®, serve as the Portfolio and Relationship Managers 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.

Advisors At This Location

Marisa A. Bradbury, CFA, CFP®

Investment Advisor

Daniel Robinson, CFP®

Investment Advisor