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Focus Stories

Sigma Investment Counselors

by Shelley Ouellette

Featured Photo from Sigma Investment Counselors

“Can I afford to retire?” 

While the question may seem simple, the means to an accurate answer is often complex. That is why Central Florida residents turn to Sigma Investment Counselors for guidance, advice, and reassurance.

Led by Marisa Bradbury, CFA, CFP®, the growing Lake Mary Sigma Investment Counselors office offers those who are planning ahead or nearing retirement the opportunity to work with certified professionals to explore and secure their              financial future.

“Our team takes time to understand your specific investment goals, attitude toward risk, and unique needs in order to develop and maintain a customized financial plan,” Marisa explains. “Our investment selections are based on our own independent research and managed in a thoughtful way that is designed to accomplish specific, long-term goals without exposure to unnecessary risk.”

Sigma’s investment advisors are compensated on a fee-only basis, which is an important benefit for clients who appreciate unbiased service.

“We do not receive third-party compensation based upon products, recommendations, or how client assets are invested,” says Marisa. “Therefore, we are fully committed to providing objective and impartial advice. Our independent ownership and research along with our high degree of client focus, strict compliance approach, and use of state-of-the-art technology allows us to maximize our client service delivery capabilities.”

Meet Lake Mary’s Sigma Investment Counselors
Investment Advisor Marisa Bradbury has been with Sigma since 1997. Currently serving as the primary relationship officer and portfolio manager at the Lake Mary branch, she also sits on the firm’s Investment Committee. Marisa earned the Chartered Financial Analyst (CFA) designation in 2003 and Certified Financial Planner™ (CFP®) certification in 2011. She is currently the chair of the Financial Planning Association of Central Florida.

Daniel Robinson joined Sigma in 2017 as an investment advisor following his graduation from Central Michigan University, where he obtained a bachelor’s degree in business administration and personal financial planning. Daniel passed the Certified Financial Planner™ (CFP®) examination and the Series 65 Uniform Investment Adviser Law examination in 2018. He serves as a relationship officer and investment advisor on client accounts and provides support services to investment advisors including data gathering, profiling, financial model building, and presentation development. In addition, as a member of Sigma’s Investment Committee, Daniel provides fixed-income support and assists in investment research.

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