Grades describe a company’s AI use, not the quality of its services.
Orlando, FLFinancial advisorsPublicly using AI since 2025

Moisand Fitzgerald Tamayo

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How they use AI

Uses an AI meeting assistant for post-meeting documentation and follow-up, saving at least 30 minutes per client meeting.

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Why this grade

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This business has access to industry-standard AI tools, uses AI in important financial planning and investment work and has shared real-world results.

AI-use signals

Has access to industry-standard AI tools

Uses AI in important financial planning and investment work

Has shared real-world results

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. How many of your staff use AI, and how are they trained?
  2. Is AI connected to your systems and records, or used on its own?
  3. How do people review AI output and protect client financial information?

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Subject: Question about how Moisand Fitzgerald Tamayo uses AI

Hi Moisand Fitzgerald Tamayo team,

I'm considering working with your business and would like to understand how you use AI.

1. How many of your staff use AI, and how are they trained?
2. Is AI connected to your systems and records, or used on its own?
3. How do people review AI output and protect client financial information?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.