Financial Harvest Wealth Advisors is an independent, fiduciary SEC-registered wealth management firm located on West Morse Boulevard in Winter Park, Florida. Led by Founder and CEO David A. Witter, CFP®, and Principals Katie M. Witter and Kellen H. Williams, CFP®, the practice serves retirees, business owners, and multigenerational families across Winter Park and Orange County with customized retirement cash-flow architecture, fiduciary investment management, and estate legacy coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Financial Harvest Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-112271; independent fiduciary Registered Investment Adviser headquartered in Winter Park, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: Advisory leadership includes Founder & CEO David A. Witter, CFP®, Principal Kellen H. Williams, CFP®, and Principal Katie M. Witter.
Factual details and direct answers about Financial Harvest Wealth Advisors's services, licensing, and credentials.
What is the SEC registration of Financial Harvest Wealth Advisors in Winter Park?
Financial Harvest Wealth Advisors is registered as an independent Investment Adviser with the U.S. Securities and Exchange Commission under CRD #148271 and SEC File #801-112271.
Who leads the advisory team at Financial Harvest Wealth Advisors?
The firm is led by Founder and CEO David A. Witter, CFP®, alongside Principals Katie M. Witter and Kellen H. Williams, CFP®.
Where is Financial Harvest Wealth Advisors located in Orange County?
The firm's office is located at 1091 West Morse Boulevard, Suite 200, in Winter Park, Florida 32789, serving Winter Park, Maitland, College Park, and Orlando.
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