CollaborativeWEALTH® Lake Mary

Lake Mary LOCATION

972 International Parkway Lake Mary, FL 32746

Local Phone: (407) 792-3336

Toll Free: (800) 260-9787

Directions: Our office is located on International Parkway at Central Parc at Heathrow just off of CR 46A.
972 International Parkway, Lake Mary, FL, USA, 28.7803068, -81.3584118

OUR Lake Mary LOCATION

OUR Lake Mary TEAM

Chad Justice

President & CEO, Principal OSJ

Sandra Stickney, CFP®

Director of Client Services

Tricia Schwartz

Director of Human Resources

Matt Giles, CFP®

Wealth Advisor

Lauren Ruston

Onboarding and Integrations Manager

Stephanie Crammer

Marketing Coordinator

Gwendolyn Behr

Client Service Associate

Shawn Smith

Wealth Manager Assistant

CONTACT US







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