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Southern Magnolia Investment ManagementFinancial advisor in Port Saint Lucie, FL

Southern Magnolia Investment Management is a financial advisor at 1426 SE Merion Ct, Port St. Lucie, FL 34952, ranked #14 of 82 financial advisors in Port Saint Lucie and rated 5.0 from 9 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Port Saint Lucie, FLUpdated 0 paid placements in any rankingHow we rank

Call (772) 521-6799Website ↗

Key facts

Key facts about Southern Magnolia Investment Management
Address1426 SE Merion Ct, Port St. Lucie, FL 34952, Port Saint Lucie, FLGet directions
Phone(772) 521-6799
Websitesouthernmagnoliaim.com
HoursMonday to Friday: 8 AM – 5 PM; Saturday: 8 AM – 12 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Port Saint Lucie and 8 towns within 25 miles: Jensen Beach, Stuart, Palm City, Port Salerno, Fort Pierce, Hobe Sound, Lakewood Park and Florida Ridge.

Based in Port Saint Lucie, FLView on map

Opening hours

Opening hours for Southern Magnolia Investment Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
Saturday8 AM – 12 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Southern Magnolia Investment Management

How is Southern Magnolia Investment Management ranked in Port Saint Lucie?

Southern Magnolia Investment Management is ranked #14 of 82 financial advisors in Port Saint Lucie by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Southern Magnolia Investment Management’s hours?

Southern Magnolia Investment Management is open Monday to Saturday. Its listed hours are Monday to Friday, 8 AM – 5 PM; Saturday, 8 AM – 12 PM. On Saturdays it is open 8 AM to 12 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Southern Magnolia Investment Management serve?

Serves Port Saint Lucie and 8 towns within 25 miles: Jensen Beach, Stuart, Palm City, Port Salerno, Fort Pierce, Hobe Sound, Lakewood Park and Florida Ridge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Southern Magnolia Investment Management?

Southern Magnolia Investment Management has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Southern Magnolia Investment Management?

Call Southern Magnolia Investment Management on (772) 521-6799. The business is at 1426 SE Merion Ct, Port St. Lucie, FL 34952, Port Saint Lucie, FL. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Southern Magnolia Investment Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Southern Magnolia Investment Management (this business)—675.0 (9)YesNo
Jerry Reiss ASA#12674.7 (12)NoNo5.5 mi
Bridge Financial - Accounting & Financial Planning#13675.0 (368)NoNo5.9 mi

See all 82 ranked financial advisors in Port Saint Lucie