Insights

Strategic Partnership FAA recently announced a partnership with AmeriLife Home Protection Services, highlighting potential cross-sell opportunities in life and health insurance, annuities, and retirement planning solutions to their middle-market client base.

Wealth Growth With revenue in the 250M-500M range and a full-service wealth management offering, there is potential to introduce sophisticated investment strategies, expanded retirement solutions, and tax optimization services to scale client assets under management.

Technology Enablement Current tech stack includes marketing and analytics tools (Simpli.fi, DoubleClick Floodlight, CloudFlareJS, jQuery UI, Constant Contact, JotForm) suggesting readiness for digital lead generation, client onboarding enhancements, and scalable client communications.

Succession and Planning Estate and legacy planning services indicate opportunities to upsell advanced estate planning, trusts, and intergenerational wealth transfer strategies to high-net-worth households seeking comprehensive continuity planning.

Expanded Outreach Strong client-centered, high-touch model signals potential value in concierge advisory programs, executive-level financial planning for business owners, and referral partnerships to deepen market penetration in the mid-market segment.

Similar companies to Florida Financial Advisors

Florida Financial Advisors Tech Stack

Florida Financial Advisors uses 8 technology products and services including ClickCease, DoubleClick Floodlight, gstatic.com, and more. Explore Florida Financial Advisors's tech stack below.

ClickCease
Ad Verification And Optimization
DoubleClick Floodlight
Advertising
gstatic.com
Content Delivery Network
Simpli.fi
Demand Side Platforms
CloudFlareJS
Javascript Libraries
jQuery UI
Javascript Libraries
Constant Contact
Marketing Automation
JotForm
Online Form Builders

Media & News

AmeriLife Home Protection Services, LLC partners with Florida Financial Advisors, Inc..
AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities and retirement planning solutions, announced today that it has partnered with Florida Financial Advisors, a full-service, comprehensive wealth management and financial planning firm and insurance brokerage dedicated to helping middle market Americans grow and secure their wealth and achieve their retirement goals.
Jun 28, 2023 | finance.yahoo.com

Florida Financial Advisors's Email Address Formats

Florida Financial Advisors uses at least 1 format(s):

Florida Financial Advisors Email Formats	Example	Percentage
First.Last@floridafa.com	John.Doe@floridafa.com	96%
FLast@floridafa.com	JDoe@floridafa.com	4%

Frequently Asked Questions

What is Florida Financial Advisors's official website and social media links?

Florida Financial Advisors's official website is floridafa.com and has social profiles on LinkedIn.

How much revenue does Florida Financial Advisors generate?

As of July 2026, Florida Financial Advisors's annual revenue is estimated to be $250M - $500M.

What is Florida Financial Advisors's NAICS code?

Florida Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Florida Financial Advisors have currently?

As of July 2026, Florida Financial Advisors has approximately 416 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: A. M.Regional Vice President: J. B.Field Vice President / Financial Advisor: W. D.. Explore Florida Financial Advisors's employee directory with LeadIQ.

What industry does Florida Financial Advisors belong to?

Florida Financial Advisors operates in the Financial Services industry.

What technology does Florida Financial Advisors use?

Florida Financial Advisors's tech stack includes ClickCeaseDoubleClick Floodlightgstatic.comSimpli.fiCloudFlareJSjQuery UIConstant ContactJotForm.

What is Florida Financial Advisors's email format?

Florida Financial Advisors's email format typically follows the pattern of First.Last@floridafa.com. Find more Florida Financial Advisors email formats with LeadIQ.

When was Florida Financial Advisors founded?

Florida Financial Advisors was founded in 2017.

Florida Financial Advisors

Q: How many employees does Florida Financial Advisors have currently?

Florida Financial Advisors has approximately 416 employees.

Q: What technology does Florida Financial Advisors use?

Florida Financial Advisors's tech stack includes HSTS, Lodash, Facebook Pixel, CloudFlareJS, Bootstrap.

Q: What is Florida Financial Advisors's NAICS code?

Florida Financial Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesFlorida, United States201-500 Employees

Florida Financial Advisors provides comprehensive financial planning and wealth management services. It emphasizes building lasting client relationships by aligning advice with clients' goals, values, and visions beyond numbers. The firm collaborates with individuals, families, and businesses to develop personalized strategies across planning, portfolio management, retirement planning, tax strategies, risk management through insurance, and estate and legacy planning.

Based in Tampa, Florida, the company operates in the financial services sector with a client-centered, high-touch service approach. In June 2023, AmeriLife Home Protection Services, LLC announced a partnership with Florida Financial Advisors, highlighting collaboration within its advisory ecosystem.