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Moisand Fitzgerald Tamayo, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Moisand Fitzgerald Tamayo, LLC is a financial services firm based in Orlando, Florida, offering comprehensive financial planning and tax services. It operates as a fiduciary, legally obligated to act in clients' best interests and to minimize conflicts of interest. The firm has in-house tax professionals, including two CPAs and six Enrolled Agents, providing tax planning and preparation as well as IRS representation, and it pursues an ongoing, holistic planning approach that addresses multiple aspects of clients' finances. It is independent from brokerage affiliations, focusing on unbiased advice tailored to each client's needs and maintaining continuity through a formal succession plan with multiple owners to support stability over time. In 2025, CNBC recognized Moisand Fitzgerald Tamayo, LLC on its Financial Advisor 100 list, highlighting its standing among U.S. advisory firms.

Find Moisand Fitzgerald Tamayo, LLC employees' phone numbers or email addresses

Moisand Fitzgerald Tamayo, LLC Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Moisand Fitzgerald Tamayo, LLC's Leadership

  • Stylized image of a person
    C. F.
    Co-Founder And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Financial Advisor And Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Tax Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. N.
    General Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. B. A.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Asset Manager & Data Entry
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Client Services Manager
    Phone icon
    Mobile Phone

Moisand Fitzgerald Tamayo, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Community & Social Services
  • Administrative
  • Other
  • Business

Contact profiles from Moisand Fitzgerald Tamayo, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. F.
    Co-Founder And Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 29, 2026
  • Stylized image of a person
    D. H.
    Financial Advisor And Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jul 02, 2026
  • Stylized image of a person
    K. M.
    Tax Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 28, 2026
  • Stylized image of a person
    S. N.
    General Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    D. B. A.
    Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 28, 2026
  • Stylized image of a person
    J. M.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 09, 2026
  • Stylized image of a person
    T. S.
    Asset Manager & Data Entry
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 24, 2026
  • Stylized image of a person
    K. E.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesFlorida
    Feb 09, 2026
  • Stylized image of a person
    D. B.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    P. G.
    Client Service Manager And Personal Assistant
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Moisand Fitzgerald Tamayo, LLC known for?

Minus sign iconPlus sign iconMoisand Fitzgerald Tamayo, LLC was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 300 South Orange Avenue Suite 1170 Orlando, Florida United States; you can contact the main corporate office by phone at
+1-407-869-****
. Explore Moisand Fitzgerald Tamayo, LLC's company overview page for more information.

What is Moisand Fitzgerald Tamayo, LLC's most common email format?

Minus sign iconPlus sign iconMoisand Fitzgerald Tamayo, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Moisand Fitzgerald Tamayo, LLC email formats with LeadIQ.

How many employees does Moisand Fitzgerald Tamayo, LLC have currently?

Minus sign iconPlus sign iconMoisand Fitzgerald Tamayo, LLC has approximately 32 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Moisand Fitzgerald Tamayo, LLC's key employees and leadership?

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As of July 2026, Moisand Fitzgerald Tamayo, LLC's key employees include:

  • Co-Founder And Financial Advisor: C. F.
  • Financial Advisor And Chief Compliance Officer: D. H.
  • Tax Manager: K. M.
  • General Manager: S. N.
  • Portfolio Manager: D. B. A.

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