our team working together for you

At Integrated Wealth Solutions, you will find a highly seasoned team with many decades of combined financial experience sharing savvy investment insight to carefully customize comprehensive wealth management programs for affluent individuals and their families, businesses and organizations. Much like a family office, the concierge level of personal service we provide is a privilege reserved for a deserving few.

Integrated Wealth Solutions Team

David M. Hill
David M. Hill
Michael A. Haas
Michael A. Haas
Susan Hangartner
Susan Hangartner
Karen Fisher
Karen Fisher
Justin Bickerstaff
Justin Bickerstaff
Jaimy Gardner
Jaimy Gardner
Raymond James Home Office Team
Nicholas Lacy
Nicholas Lacy
Jeanne Connolly
Jeanne Connolly
Kevin Collver
Kevin Collver
Robert Burns
Robert Burns
Susan Schneider
Susan Schneider
Jeffrey D. Fordham
Jeffrey D. Fordham


Comprehensive Financial Planning

David Hill, CFP, CWS (view bio)
Michael Haas, CIMA (view bio)
Kevin Collver, JD, LL.M (view bio)
Justin Bickerstaff, AAMS® (view bio)

Investment Management Services

Michael Haas, CIMA (view bio)
Nick Lacy, CFA (view bio)
Justin Bickerstaff, AAMS® (view bio)

Planning for a Sale or Transition of a Business

David Hill, CFP, CWS (view bio)

Trust Services

Jeanne Connolly, CFP (view bio)

Corporate and Executive Solutions

David Hill, CFP, CWS (view bio)
Jeff Fordham (view bio)
Michael Haas, CIMA (view bio)

Charitable Planning and Philanthropy

David Hill, CFP, CWS (view bio)
Kevin Collver, JD, LL.M (view bio)

Client Support and Operations

Susan Hangartner (view bio)
Karen Fisher (view bio)
Jaimy Gardner (view bio)

Institutional Consulting Services

David Hill, CFP, CWS (view bio)
Michael Haas, CIMA (view bio)
Bob Burns, CFA, AIF (view bio)
Susan Schneider, CIMC, CIMA, AIF (view bio)

537 North Magnolia Ave. | Orlando, FL 32801 | Phone: 407.839.4998 | Toll-Free: 888.846.8172 | EFAX: 866.205.4631Map & Directions

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