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Moisand Fitzgerald Tamayo, LLC logo

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
42

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  • United States Of America
    42

Moisand Fitzgerald Tamayo, LLC's Leadership

  • Managing Member at Moisand Fitzgerald Tamayo, LLC
    R. M.
    Managing Member
    Mobile Phone
  • Portfolio Manager at Moisand Fitzgerald Tamayo, LLC
    D. B.
    Portfolio Manager
    Mobile Phone
  • Client Service Manager And Personal Assistant at Moisand Fitzgerald Tamayo, LLC
    P. G.
    Client Service Manager And Personal Assistant
    Mobile Phone
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    A. L.
    Senior Financial Advisor
    Mobile Phone
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    C. F.
    Senior Financial Advisor
    Mobile Phone
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    D. M.
    Senior Financial Advisor
    Mobile Phone
  • Financial Analyst at Moisand Fitzgerald Tamayo, LLC
    C. A. G.
    Financial Analyst
    Mobile Phone
  • Administrative Assistant at Moisand Fitzgerald Tamayo, LLC
    C. M.
    Administrative Assistant
    Mobile Phone

Moisand Fitzgerald Tamayo, LLC Employee Metrics

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

Contact profiles from Moisand Fitzgerald Tamayo, LLC

Name
Title
Contact
Location
Last Update
  • Managing Member at Moisand Fitzgerald Tamayo, LLC
    R. M.
    Managing Member
    Mobile Phone
    Oct 21, 2024
  • Portfolio Manager at Moisand Fitzgerald Tamayo, LLC
    D. B.
    Portfolio Manager
    Mobile Phone
    Oct 18, 2024
  • Client Service Manager And Personal Assistant at Moisand Fitzgerald Tamayo, LLC
    P. G.
    Client Service Manager And Personal Assistant
    Mobile Phone
    Oct 23, 2024
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    A. L.
    Senior Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    C. F.
    Senior Financial Advisor
    Mobile Phone
    Oct 21, 2024
  • Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
    D. M.
    Senior Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Financial Analyst at Moisand Fitzgerald Tamayo, LLC
    C. A. G.
    Financial Analyst
    Mobile Phone
    Aug 14, 2026
  • Administrative Assistant at Moisand Fitzgerald Tamayo, LLC
    C. M.
    Administrative Assistant
    Mobile Phone
    Sep 11, 2026

Frequently Asked Questions

What is Moisand Fitzgerald Tamayo, LLC known for?

Minus sign iconPlus sign iconMoisand Fitzgerald Tamayo, LLC was founded in 1998 and operates in the Financial Services industry. You can contact Moisand Fitzgerald Tamayo, LLC's 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 First@moisandfitzgerald.com. 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 September 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 September 2026, Moisand Fitzgerald Tamayo, LLC's key employees include:

  • Managing Member: R. M.
  • Portfolio Manager: D. B.
  • Client Service Manager And Personal Assistant: P. G.
  • Senior Financial Advisor: A. L.
  • Senior Financial Advisor: C. F.

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