Comprehensive financial planning in Jacksonville, FL
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Merrill Lynch Financial Advisor David M Baker
● ClosedMerrill Lynch Financial Advisor David M Baker is located at 50 North Laura Street, Suite 3700, Jacksonville, Florida, United States. Supported by the global resources of Merrill, the team at this institution is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Jim, a member of the Bledsoe Baker Busch & Associates team, focuses on performance analysis of asset classes and portfolio strategies. With a bachelor's degree in business from the College of Charleston and the Certified Investment Management Analyst® designation, Jim is well-equipped to provide investment advice. The institution believes in understanding clients' goals and priorities, adapting financial approaches as life changes. The team at Merrill Lynch Wealth Management works closely with clients to develop personalized plans to help achieve financial goals while managing risks. By utilizing Merrill's investment insights and Bank of America's banking solutions, clients receive comprehensive financial advice tailored to their needs. The institution offers the Merrill Personal Wealth Analysis™ to help build and document personalized plans centered around individual goals. The team is committed to helping clients stay on track by regularly reviewing and adjusting financial approaches. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor David M Baker aims to help clients achieve their financial goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Waddell & Reed, Inc. - Financial Advisors
● ClosedWaddell & Reed, Inc. is a leading financial advisory firm located at 4600 Touchton Road in Jacksonville, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
4600 Touchton Rd, Jacksonville, FL 32246, United States -
Allegiance Financial Advisors
● ClosedAllegiance Financial Advisors is a reputable finance institution located at 3112 Saint Johns Bluff Road South in Jacksonville, Florida, United States. With a team of experienced financial advisors, Allegiance Financial Advisors provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allegiance Financial Advisors offers comprehensive solutions tailored to your specific needs. Trust in Allegiance Financial Advisors to guide you towards a secure financial future.
3112 St Johns Bluff Rd S, Jacksonville, FL 32246, United States -
Retirement Income Planning. How to Protect 401(k) savings.
● ClosedRetirement Income Planning is a trusted finance institution located at 8081 Philips Highway in Jacksonville, Florida. Our expert team specializes in helping individuals protect their hard-earned 401(k) savings and create a secure retirement income plan. Whether you are nearing retirement or just starting to think about your future, our personalized approach will help you navigate the complexities of retirement planning. Contact us today to start securing your financial future.
8081 Philips Hwy Suite 10, Jacksonville, FL 32256, United States -
Churchill Management Group - Jacksonville
● ClosedChurchill Management Group - Jacksonville is a leading finance institution located at 10752 Deerwood Park Boulevard in Jacksonville, Florida. With a reputation for excellence and expertise in financial management, Churchill Management Group offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our team of experienced professionals is dedicated to providing personalized and comprehensive financial services. Visit us today to learn more about how Churchill Management Group can help you secure your financial future.
10752 Deerwood Park Blvd Suite # 100, Jacksonville, FL 32256, United States -
Ameriprise Financial
● OpenAmeriprise Financial is a finance institution located at 4651 Salisbury Road in Jacksonville, Florida, United States. They offer personalized financial advice to help individuals reach their financial goals. Ameriprise has been recognized as the overall winner in the wealth manager category in 2023 according to the Kiplinger Readers' Choice Awards. They provide a comprehensive approach to financial planning, tailored to each client's goals and needs. Clients can receive a complimentary consultation to see how Ameriprise's services compare to their current financial advisor. The institution prioritizes the security of personal information and offers multiple safeguards to protect clients. Ameriprise's financial advice is personalized and based on the individual's goals. Background and qualification information can be found on FINRA's BrokerCheck website. Clients can refer others who may benefit from Ameriprise's services. The Confident Retirement® approach offered by Ameriprise is not a guarantee of future financial results. Users of the Ameriprise Financial website agree to abide by the terms and regulations set forth by the institution.
4651 Salisbury Rd #315, Jacksonville, FL 32256, United States -
DAS Financial
● OpenDAS Financial, located at 12724 Gran Bay Parkway in Jacksonville, Florida, is a reputable institution with over 36 years of experience in providing consulting, accounting, tax, and insurance services. Led by Certified Financial Planner and Chartered Accountant Arun Kaushal, DAS Financials offers a range of services to individuals, small businesses, corporations, self-employed professionals, trusts, and estates. With a focus on high ethical and educational standards, our team of experts is dedicated to helping clients navigate the complexities of the financial world and develop comprehensive plans for their financial future. Whether you need assistance with tax planning, insurance services, or financial consulting, DAS Financials is here to help you prosper with confidence. Contact us today to learn more about how we can assist you in making sense of your finances and achieving your financial goals.
12724 Gran Bay Pkwy, Jacksonville, FL 32258, United States -
Imagine Financial Security
● ClosedImagine Financial Security is a flat fee-only, fiduciary financial advisor located at 12574 Flagler Center Boulevard in Jacksonville, Florida. Specializing in retirement planning, tax optimization, and investment management, we serve clients locally in Jacksonville and St. Augustine, as well as across the United States virtually. As fiduciary advisors, we prioritize your best interests and never receive compensation from third parties. We do not represent Wall Street or brokerage firms, allowing us to focus solely on your financial planning needs. Our team includes CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professionals to provide comprehensive and specialized advice. With a commitment to transparency and eliminating conflicts of interest, we offer retirement planning content directly to your inbox without spam. Let us help you navigate the overwhelming amount of information and make informed decisions for your financial future. Join us in creating a better world through responsible financial planning.
12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258, United States -
K-WAM Financial Solutions
● ClosedK-WAM Financial Solutions is a leading finance institution located at 13245 Atlantic Boulevard in Jacksonville, Florida. We specialize in providing comprehensive financial solutions to individuals and businesses, helping them achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, K-WAM Financial Solutions is here to help. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
13245 Atlantic Blvd #174, Jacksonville, FL 32225, United States -
Petros Estate & Retirement Planning
● ClosedPetros Estate & Retirement Planning is a leading financial institution located in Jacksonville, Florida. Our team of experienced professionals is dedicated to helping clients achieve their estate planning and retirement goals. Whether you are looking to create a comprehensive estate plan or secure your financial future in retirement, our experts are here to provide personalized guidance and support. Visit us at 4655 Salisbury Road to learn more about how we can help you plan for a secure and prosperous future.
4655 Salisbury Rd #100, Jacksonville, FL 32256, United States -
Merrill Lynch Financial Advisor Scott E Perry
● ClosedMerrill Lynch Financial Advisor Scott E Perry is a finance institution located at 4800 East Deer Lake Drive in Jacksonville, Florida, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Scott E Perry can help create a personalized wealth management strategy tailored to your needs. Scott Perry follows the Merrill tradition of community involvement and volunteering in the local area. By using the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. Through conversations and deep understanding of your financial aspirations, Scott Perry can help you pursue your financial objectives and make informed investment decisions. The institution provides tools to help you track changes in your life and financial goals, ensuring your financial approach is always up to date. The ultimate goal is to help you achieve your financial goals and secure your financial future. With a focus on personalized investment strategies and comprehensive financial solutions, the institution is dedicated to putting your needs first. The institution offers a range of financial services and resources to help you navigate the complexities of your financial life. Scott Perry is registered to do business in multiple states and holds the Certified Financial Planner certification. Keep in mind that investing involves risks and it's important to consult with legal and tax advisors before making any financial decisions.
4800 E Deer Lake Dr 1st Floor, Jacksonville, FL 32246, United States -
Merrill Lynch Financial Advisor Parker E. Harris
● ClosedMerrill Lynch Financial Advisor Parker E. Harris is a finance institution located at 400 South Park Avenue in Winter Park, Florida, United States. Originally from Winter Park, Parker has been with Merrill since 2013, starting his career at Merrill Edge Self Directed in Jacksonville, FL and working his way up to the Premier Client segment. Now part of the Harris Wojcik Wealth Management team, Parker focuses on clients' goals and concerns, offering a goals-based wealth management process, global resources, and cutting-edge Web technology to help clients pursue their financial goals. He is dedicated to delivering excellent service and holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. Parker graduated from Florida State University with a BS in Applied Economics and currently lives in Winter Park with his family. He is actively involved in the community and believes in the importance of giving back. With Merrill Personal Wealth Analysis™, Parker can help clients build and document personalized financial plans centered on their goals and aspirations. By understanding each client's unique needs and priorities, Parker works to design a customized approach that reflects their financial situation. Through ongoing communication and regular reviews, Parker helps clients stay on track to achieve their financial goals. As a Merrill Lynch Wealth Management Advisor, Parker is committed to putting his clients first and providing personalized investment strategies tailored to their individual needs. With access to the investment insights of Merrill and banking solutions from Bank of America, Parker works with clients to develop an approach designed to help address their financial needs. Whether clients are planning for retirement, saving for a home, or funding a child's education, Parker is dedicated to helping them pursue their goals and manage investment risk. By getting to know each client personally, Parker can offer a financial approach that is built around their life priorities and helps address changes in the market and in their personal lives. With a focus on understanding what matters most to each client, Parker works to create a financial plan that reflects their unique personality and helps them achieve their goals. Whether it's discussing future health care expenses, college savings, or passing wealth to future generations, Parker starts by listening and learning more about each client's aspirations. Through thoughtful questions and detailed understanding of each client's financial situation, Parker helps design and implement a personalized plan intended to help clients and their families pursue their financial goals. By staying informed about changes in clients' lives and revisiting their financial approach as needed, Parker aims to help clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Parker is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their needs and pursue their goals. With a focus on personalized service and comprehensive financial solutions, Parker works with clients to design an approach that reflects their unique needs, priorities, and financial situation. Whether clients are seeking the latest investment insights, tips, and strategies or have questions about their financial decisions, Parker is dedicated to providing guidance and support every step of the way. Parker Harris is registered to do business in multiple states and holds certifications including CFP® and ChFC®. Investing involves risk, and past performance does not guarantee future results. With a dedication to understanding each client's goals and priorities, Parker Harris is committed to helping clients achieve their financial aspirations and live their best financial life.
400 S Park Ave Suite 300, Winter Park, FL 32789, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 3030 Hartley Road in Jacksonville, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial professionals, Raymond James is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions to meet your needs.
3030 Hartley Rd #190, Jacksonville, FL 32257, United States -
Craig Edward Fertenbaugh - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Edward Fertenbaugh is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, risk management, and financial planning for various clients including retirees, small business owners, high net worth individuals, and those with special needs. Craig Edward Fertenbaugh is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
10365 Hood Rd STE 206, Jacksonville, FL 32257, United States -
Brad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrad Huntley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10161 Centurion Parkway North, Jacksonville, Florida, United States, offers financial planning services to help clients achieve a more confident financial future. With a focus on investment products and services, Brad Huntley provides personalized advice to meet the individual needs of each client. Clients can schedule a complimentary initial consultation to learn more about financial planning concepts and discuss their goals with Brad Huntley. As a registered investment adviser, Ameriprise Financial Services, LLC, provides investment advisory products and services to help clients navigate the complexities of the financial market. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC. Brad Huntley is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Clients can trust Ameriprise Financial Services, LLC to provide reliable and secure financial guidance.
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, United States -
Heritage Financial Advisory
● OpenHeritage Financial Advisory is a leading finance institution located at 10199 Southside Boulevard in Jacksonville, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and wealth management services. With a focus on heritage and tradition, we strive to provide expert guidance and support to ensure our clients' financial success for generations to come. Visit us today to learn more about how Heritage Financial Advisory can help secure your financial future.
10199 Southside Blvd, Jacksonville, FL 32256, United States -
Kristin Nendza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKristin Nendza is a financial advisor at Ameriprise Financial Services, LLC located at 4651 Salisbury Road in Jacksonville, Florida. She offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review progress and make adjustments as needed, Kristin helps clients track their financial journey towards retirement, education, or other major life milestones. Clients can easily access their investments and accounts from any device, ensuring secure communication and tracking of their financial progress. Kristin is registered to conduct securities business in specific states, and interested individuals can schedule a complimentary initial consultation to learn more about her services.
4651 Salisbury Rd #275, Jacksonville, FL 32256, United States -
Joel Robinson Nichols, CFP, CFS - UBS Financial Services Inc.
● OpenJoel Robinson Nichols, CFP, CFS - UBS Financial Services Inc. is a leading financial institution located on East Independent Drive in Jacksonville, Florida. Specializing in providing comprehensive financial planning services, Joel Robinson Nichols and his team offer expert advice and guidance to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, UBS Financial Services Inc. is dedicated to helping individuals and businesses make informed decisions about their investments and financial future. Contact them today to schedule a consultation and start planning for a secure financial future.
One Independent Drive, E Independent Dr, Jacksonville, FL 32202, United States -
Neri, Pacciano Wealth Management Group - UBS Financial Services Inc.
● OpenNeri, Pacciano Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located in Jacksonville, Florida, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, they provide personalized solutions to meet each client's unique needs. Trustworthy and reliable, Neri, Pacciano Wealth Management Group - UBS Financial Services Inc. is dedicated to delivering top-notch financial services.
One Independent Drive 30th Floor, Jacksonville, FL 32202, United States -
Merrill Lynch Financial Advisor Timothy V Monahan
● ClosedMerrill Lynch Financial Advisor Timothy V Monahan is located at 50 North Laura Street, Suite 3700, in Jacksonville, Florida, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding the goals and priorities of their clients, whether it's transferring wealth, pursuing passions, or planning for the future. The team utilizes the Investment Personality Assessment to customize financial approaches and help clients reach their goals. With over 40 years of combined wealth management experience, the Monahan & Todd Wealth Management Group provides strategic wealth solutions for high net worth families, professionals, and business leaders. The team works closely with each client to establish objectives, develop customized strategies, and review progress towards reaching goals. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on individual goals. The team at Merrill Lynch is dedicated to helping clients navigate financial complexities and achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize the needs and goals of their clients.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 10161 Centurion Parkway North, Jacksonville, Florida, United States. Rene Gonzalez holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment analysis, and insurance products. The institution provides comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. Additionally, Rene Gonzalez specializes in serving veterans, active duty, Reserve, National Guard, and domestic partners. With a commitment to ethical standards and continuing education, Rene Gonzalez - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to providing clients with personalized and strategic financial advice to help them achieve their financial goals.
10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, United States -
Jacksonville, FL Private Wealth Management - UBS Financial Services Inc.
● OpenJacksonville, FL Private Wealth Management - UBS Financial Services Inc. is a renowned financial institution located at 1 Independent Drive in Jacksonville, Florida, United States. With a focus on providing personalized wealth management services, UBS Financial Services Inc. offers a wide range of financial solutions tailored to meet the individual needs and goals of their clients. Their team of experienced professionals is dedicated to helping clients achieve financial success and security through strategic investment planning, asset management, and comprehensive financial advice. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Jacksonville, FL Private Wealth Management - UBS Financial Services Inc. is committed to helping you reach your financial goals.
1 Independent Dr 30th Floor, Jacksonville, FL 32202, United States -
Brandon M Flynn - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenBrandon M Flynn is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Brandon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Brandon's expertise in asset management, retirement planning, estate planning, investment analysis, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Brandon is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, United States -
Sonny Smith - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSonny Smith - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. Sonny Smith holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. These certifications demonstrate Sonny Smith's expertise and commitment to providing comprehensive financial planning and wealth management services. Sonny Smith specializes in helping individuals and families with a wide range of financial needs, including retirement planning, estate planning, investment management, and insurance products. Sonny Smith is dedicated to providing personalized and ethical financial advice to help clients achieve their financial goals.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Liesl Savage - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLiesl Savage - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Liesl Savage holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, indicating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers services such as portfolio management, wealth transfers, and financial planning for domestic partners. Liesl Savage is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Liesl Savage strives to help clients achieve their financial goals and secure their financial future.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
David Fox - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Fox is a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. David holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, David provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. David is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients' financial needs.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Devon Mertz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDevon Mertz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway, Jacksonville, Florida, United States. Devon Mertz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Devon Mertz's expertise in various financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. With a focus on ethical practices and comprehensive knowledge, Devon Mertz aims to provide top-notch financial advisory services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with investment strategies, asset allocation, risk management, or estate planning, Devon Mertz has the expertise to help you navigate the complex world of finance.
6817 Southpoint Pkwy Ste 1103, Jacksonville, FL 32216, United States -
Merrill Lynch Financial Advisor Perry Todd
● ClosedMerrill Lynch Financial Advisor Perry Todd is a finance institution located at 50 North Laura Street, Suite 3700 in Jacksonville, Florida, United States. The team at Merrill Lynch is comprised of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. The institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The advisors at Merrill Lynch Wealth Management focus on understanding what matters most to their clients, whether it's transferring wealth to the next generation, pursuing passions, or planning for retirement. By starting with a conversation and utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to help clients reach their goals.
50 N Laura St Suite 3700, Jacksonville, FL 32202, United States -
Michael Maddock - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Maddock is a Financial Advisor at Ameriprise Financial Services, LLC located at 10365 Hood Road in Jacksonville, Florida, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, and investment strategies, Michael Maddock provides comprehensive financial services for individuals, retirees, small business owners, and high net worth clients. Contact Michael Maddock for expert financial advice and personalized wealth management solutions.
10365 Hood Rd STE 206, Jacksonville, FL 32257, United States -
Jon Hill - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJon Hill - Financial Advisor, Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, is a finance institution specializing in providing expert financial advice and services. Jon Hill holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to excellence and expertise in various aspects of financial planning and management. From retirement planning to estate planning, investment strategies to insurance products, Jon Hill is equipped to help individuals, retirees, small business owners, and high net worth clients achieve their financial goals. With a focus on ethics and comprehensive knowledge, Jon Hill is dedicated to providing personalized and effective financial solutions for his clients.
6817 Southpoint Pkwy Ste 1001, Jacksonville, FL 32216, United States
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