Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Edwin Cunningham, CRPC®
Vice President, Wealth Manager
John Tabor, MBA, CFP®
Vice President, Wealth Manager
Rick Gregson, CRPC®
Vice President, Wealth Manager
Doug Chiarenza, CRPC®
AVP, Wealth Manager, Serving St. Augustine Area Branches
James J. Hughes, AIF®, CRPC®
AVP, Wealth Manager: Serving Orange Park Branch
Johnny Beehner, AAMS®, CRPC®, AIF®
AVP, Wealth Manager: Serving San Marco and Beach & 295 Branches
Stefanie Starling, MBA, CFP®
AVP, Wealth Manager: Serving MacClenny & Lake City Branches
Stephen Kowitski, CRPC®
AVP, Wealth Manager: Serving Nocatee, CR210 & Murabella Branches
Wade Bramlitt, CRPC®
AVP, Wealth Manager: Serving Branan Field and Middleburg Branches
Alan Zinkin, MBA, CFP®
Serving Lake Mary, Mount Dora, Sanford, Winter Park & Winter Garden
Blake Massey
Serving Regency, Arlington, Southside and Kernan Branches
Cory Wilcox-Vasquez
Serving Roosevelt and Riverside Branches
James DeBerry
Serving Eagle Harbor, Green Cove Springs & Palatka Branches
Jeff Ohlrich
Serving NAS Jax, Downtown & Springfield Branches and the Financial Advisory Center
Josh Curls, CRPC®
Serving Jacksonville & Ponte Vedra Beach and NAS Jax Branches
Mark Rosier, MBA
Serving Port Orange, Orange City, Daytona & DeLand Branches
Mark Lamensdorf
Serving the Financial Advisory Center
Miranda Kimball
Associate Financial Advisor
Raeanne McCarty
Serving Oakleaf, Normandy, Chaffee & 103rd St. Branches
Robert Walls, CRPC®
Serving Palm Coast, Ormond Beach and Flagler Branches
Tara Davis
Serving Tallahassee, Thomasville, Perry & Steinhatchee Branches
Trellanee Moore, MBA
Serving Gainesville Area, Alachua, Ocala, Villages and Starke Branches
Trent Sherrod, CRPC®
Serving Melbourne, Titusville, Orlando & Oviedo Branches
Tyler Coe, CRPC®
Serving Mandarin, Bartram Park and Julington Creek Branches
Urban Fleming, MS-PFP, CRPC®
Serving Callahan, Yulee, Fernandina Beach & Oceanway Branches
Davida Carter
Senior VP of Investments
Cynthia Graham
Vice President, Investment Services Operations and Compliance
Lauren Schultz, CRPC®
Business Development Specialist
Sara Gross
LPL Registered Sales Associate II
Danielle Littlefield
LPL Registered Sales Associate II
Tiffany Harmer
Sales Associate II, LPL Financial
Haley White
Sales Assistant I
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.