Please ensure Javascript is enabled for purposes of website accessibility

About BNY Mellon Wealth Management Winter Park

Conveniently located just blocks from beautiful Central Park, our Winter Park office services Greater Orlando, Ocala and The Villages. The Winter Park area is a beautiful lake-front community, with renown art museums and boutiques, and is home to Florida's first four-year college, Rollins College. Our seasoned Winter Park team offers a wide range of customized wealth planning, investment management and financial planning services, providing clients with a convenient, local connection to the world-class resources of a global financial leader, delivered through a highly personal approach.


Office Phone:

(407) 598-9122

Office Hours

Mon - Fri: 8:30 AM-5:30 PM ET


531 West Morse Boulevard
Suite 150
Winter Park, Florida 32789

Ready to talk about what’s next?

Local Leadership

Jeff Stokes
Jeff Stokes
Senior Director, Market Leader
Want to Know More?