About Our Winter Park Office
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.
Want to talk to someone from our Winter Park office?
Get in touch and put our experienced Winter Park based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:30 PM ET
Contact
Office Phone: (407) 598-9122
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Winter Park Team
Kent Moegerle
Regional President- Southeast Region
Jeff Stokes
Senior Director, Market Leader
Keith Franks
Senior Wealth Manager
Jonathan Blackwood
Senior Private Banker
Want to know more?
Send us an email and we’ll schedule a call that works for you.