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About Us Our Company Worldwide locations Regional locations Principal ® Financial Network of West Central Florida West Central Florida locations & financial professionals

West Central Florida locations & financial professionals
Principal® Financial Network of West Central Florida
Florida offices
Fort Myers

12670 New Brittany Blvd
Suite 203
Fort Myers, FL 33907
United States

239-461-0001
Get directions to this location using Google Maps
Lakeland

160 Fitzgerald Rd.
Ste. 1
Lakeland, FL 33813
United States

863-701-7402
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 Lakewood Ranch

7822 Bowspirit Way
Lakewood Ranch, FL 34202
United States

630-205-2547
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 Lutz

17852 North US Hwy 41
Lutz, FL 33549
United States

813-961-7940
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Dan Goldberg, CFP®, ChFC®
dan@onesourceadvisory.com
813-961-7940
Website
Naples

3395 Cayman Ln
Naples, FL 34119
United States

239-564-0366
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 New Port Richey

5320 Main Street
New Port Richey, FL 34652
United States

727-847-2277
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 Ocala

50 SE 16th Ave
Ocala, FL 34471
United States

352-629-6556
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Kenneth R. Nadeau, RICP®
nadeau.ken@principal.com
352-629-6556
Website
B. "Diana" Williams, RICP®
williams.diana@principal.com
352-629-6556
 Odessa

13134 Royal George Ave
Odessa, FL 33556
United States

813-610-2333
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 Sarasota

2803 Fruitville Road
Suite 120
Sarasota, FL 34237
United States

352-629-6556
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St. Petersburg

1700 66th St N
Ste 404
St. Petersburg, FL 33710
United States

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 Tampa (3401 W Cypress St)

3401 W. Cypress St
Ste 203
Tampa, FL 33607
United States

813-210-9680
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 Tampa (4014 Gunn Hwy)

4014 Gunn Hwy
Ste 180
Tampa, FL 33618
United States

813-319-0891
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William F. Daines, II, CLU®, ChFC®, LUTCF®
will@dainesfinancial.com
813-319-0891
Website
Tampa (4017 W MLK Blvd)

4017 W Dr Martin Luther King Blvd
Suite 203
Tampa, FL 33614
United States

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Tampa (4830 W Kennedy Blvd)

4830 W. Kennedy Blvd
Suite 550
Tampa, FL 33609
United States

813-870-0111
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Alonzo F. Barnes, RICP®
barnes.al@principal.com
813-357-3806
Bill Congelio, CFP®, ChFC®, CLU®
congelio.bill@principal.com
813-872-5848
Joseph C. Fernandez, CFP®
fernandez.joseph@principal.com
813-872-5890
George J. Follstad, CLU®
follstad.george@principal.com
813-872-5880
Matthew Michini, RICP®, AAMS®, CAP®
matthew@michini-wealth.com
813-872-5853
Website
Lori S. Nadglowski, CFP®, MBA
lori@laurelwm.com
813-252-0799
Website
Page Pittman, CFP®, CRPC®, CRPS®
pittman.page@principal.com
813-872-5840
Tampa (8902 NDale Mabry Hwy)

8902 N. Dale Mabry Hwy
Ste. 118
Tampa, FL 33614
United States

813-872-5857
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Windermere

14012 Florigold Dr
Windermere, FL 34786
United States

321-228-6226
Get directions to this location using Google Maps
Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.
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The Financial Professionals in the Principal® Financial Network of West Central Florida are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. 

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., 800‐547‐7754, Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of West Central Florida may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.