Investment planning expert in Jacksonville, Florida

Shepard & Shepard Wealth Management Team of Raymond James is a leading finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a focus on providing top-notch wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we have the knowledge and experience to guide you every step of the way. Trust Shepard & Shepard Wealth Management Team of Raymond James to help you secure a prosperous financial future.

Michael Brannam - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida. As a branch of Raymond James, a leading financial services firm, Michael Brannam offers a wide range of investment and wealth management services to clients in the United States. With a team of experienced financial advisors, they strive to provide personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, Michael Brannam - Raymond James is dedicated to providing expert guidance and support.

Joel 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.

Edward Jones - Financial Advisor: Richard D Paul II, CFP® is a reputable financial institution located at 9965 San Jose Boulevard in Jacksonville, Florida. As a Certified Financial Planner, Richard D Paul II provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and wealth management. Whether you are planning for retirement, saving for college, or investing for the future, Richard D Paul II and his team are here to provide you with the guidance and support you need to secure your financial future.

The Beard Williams Group - UBS Financial Services Inc. is a leading finance institution located on East Independent Drive in Jacksonville, Florida, United States. With a strong reputation for providing top-tier financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Beard Williams Group - UBS Financial Services Inc. is committed to helping you secure a prosperous financial future.

Glenn Holmes - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a focus on providing comprehensive financial services, Glenn Holmes - Raymond James offers expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Glenn Holmes - Raymond James is dedicated to providing top-notch service and support. Visit us today to learn more about how we can help you secure your financial future.

Andrea Seebol Smithers - Morgan Stanley is a finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a strong reputation in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and advisory services. Clients can expect personalized financial solutions tailored to their individual needs and goals. The team at Andrea Seebol Smithers - Morgan Stanley is dedicated to helping clients achieve financial success and security through expert advice and strategic planning.

Julie Betoni - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Julie Betoni - Raymond James offers expert guidance and tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Towers Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at One East Independent Drive in Jacksonville, Florida, United States. Specializing in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, Towers Wealth Management Group provides personalized investment strategies and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Towers Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you achieve financial success.

Katharyn S. Woods, CFP - Raymond James is a reputable finance institution located at 245 Riverside Avenue in Jacksonville, Florida. Specializing in financial planning and investment services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, we strive to provide top-notch service to our clients. Whether you are planning for retirement, investing for the future, or seeking financial advice, Katharyn S. Woods, CFP - Raymond James is here to help you every step of the way.

AXA Advisors, LLC is a finance institution located at 225 Water Street in Jacksonville, Florida, United States. As a leading provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of knowledgeable advisors, AXA Advisors is dedicated to providing personalized solutions and expert guidance to help clients secure their financial future. Whether you are planning for retirement, saving for college, or protecting your assets, AXA Advisors is committed to helping you make informed decisions and build a strong financial foundation.

Liesl 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.

Abby Santiago, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers a wide range of financial services to meet the needs of individuals and businesses. Abby holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethics and continuing education, Abby provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Abby Santiago is dedicated to helping you make informed decisions and secure your financial future. Contact Abby Santiago today for expert financial guidance and support.

Edward Jones - Financial Advisor: Jesse Dale is a reputable financial institution located at 9823 Tapestry Park Circle in Jacksonville, Florida, United States. Specializing in personalized financial planning and investment strategies, Jesse Dale and his team provide expert guidance to clients looking to secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jesse Dale is dedicated to helping individuals and families achieve their financial goals. Contact them today to schedule a consultation and start planning for a more secure tomorrow.

Lovett Miller & Co is a leading finance institution located at 1 Independent Drive in Jacksonville, Florida. With a strong reputation for providing expert financial services, Lovett Miller & Co offers a wide range of investment and advisory services to clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Lovett Miller & Co is committed to providing top-notch financial guidance and support.

Merrill 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.

Andrew Laino - Prudential Financial is a reputable finance and insurance agency located at 701 San Marco Boulevard in Jacksonville, Florida, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is committed to helping clients achieve their financial goals and secure their future. The experienced team at Andrew Laino - Prudential Financial is dedicated to offering personalized and tailored advice to meet the unique needs of each individual or business. Whether you are looking for investment guidance, retirement planning, or insurance coverage, you can trust Andrew Laino - Prudential Financial to provide expert assistance and support every step of the way.

Michael 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.

The Jaffe Group at Morgan Stanley is a leading financial institution located at 50 North Laura Street in Jacksonville, Florida, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their goals and secure their financial future. With a focus on personalized solutions and expert advice, we are committed to providing top-notch service and guidance to our clients. Whether you are looking to invest, plan for retirement, or manage your wealth, The Jaffe Group at Morgan Stanley is here to help you every step of the way.

Jon 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.

David N Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4601 Touchton Road, Jacksonville, Florida, United States, is a finance institution offering a range of services to meet the unique needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the team at Ameriprise Financial Services, LLC is dedicated to providing expert advice on asset management, investment strategies, retirement planning, estate planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the advisors at David N Adams are equipped with the knowledge and expertise to help you achieve your financial goals. From behavioral financial advising to specialized designations like CASL®, CFA®, CFP®, and more, the team at Ameriprise Financial Services, LLC is committed to providing comprehensive and personalized financial planning services. Contact them today to start planning for a secure financial future.

Cory Nye is a financial advisor at Ameriprise Financial Services, LLC, located at 4601 Touchton Road in Jacksonville, Florida, United States. Cory Nye holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Cory Nye's expertise and commitment to providing comprehensive financial planning services to clients. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for specific circumstances such as divorce or military service, Cory Nye has the knowledge and skills to help you achieve your financial goals. Contact Cory Nye at Ameriprise Financial Services, LLC for personalized financial advice and guidance.

Patrick Brannam - Raymond James is a finance institution located at 245 Riverside Avenue in Jacksonville, Florida. With a focus on providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer personalized solutions tailored to your individual needs. Trust in our experience and commitment to excellence as we guide you towards a secure financial future.

Jacob Luther - Regions Financial Advisor is a trusted institution located at 9356 San Jose Boulevard in Jacksonville, Florida. Jacob Luther is a Financial Advisor with Regions Investment Solutions, dedicated to helping clients with their immediate financial needs as well as developing a comprehensive strategy for long-term financial goals. As a trusted partner, Jacob Luther aims to make the journey towards financial success as easy as possible for clients. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc.

Key Financial Group is a reputable finance institution located in Jacksonville, Florida. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to our clients. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. Visit us at 6271 Dupont Station Court to learn more about how Key Financial Group can assist you in securing your financial future.

Marian Financial Services, Inc. is a leading finance institution located at 109 Velvetleaf Drive in Jacksonville, Florida, United States. With a strong reputation for providing expert financial advice and services, Marian Financial Services, Inc. is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Marian Financial Services, Inc. is here to help. Trust in Marian Financial Services, Inc. for all your financial needs.

Riverwood Capital Advisors is a reputable finance institution located at 3020 Hartley Road in Jacksonville, Florida, United States. With a team of experienced financial advisors, Riverwood Capital Advisors provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Riverwood Capital Advisors offers expert guidance and support every step of the way. Trustworthy, reliable, and dedicated to client satisfaction, Riverwood Capital Advisors is your go-to institution for all your financial needs.

First Fidelity Financial Group is a leading finance institution located at 3000 Hartley Road in Jacksonville, Florida, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, First Fidelity Financial Group is here to help. Trust us to provide you with personalized solutions tailored to your specific needs and financial situation. Visit us today and let us help you secure a brighter financial future.

Located at 50 North Laura Street in Jacksonville, Florida, Merrill Lynch Financial Advisor Tony Conticelli offers a comprehensive approach to managing wealth. With over 25 years of experience in the financial services industry, Tony focuses on understanding the priorities of high-net-worth individuals and families to provide personalized attention and disciplined portfolio strategies. Clients have entrusted Tony and his team with over $360 million in client balances as of January 1, 2024. Tony helps clients identify their primary goals and needs, such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By crafting customized financial strategies, Tony aims to help clients pursue desired outcomes and build, manage, and preserve their wealth for current and future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Tony works with clients to develop an approach designed to address their financial needs. Through deep-seated community involvement and a commitment to building strong client relationships based on trust and personalized service, Tony and his team at Merrill Lynch Wealth Management strive to help clients achieve their financial goals.

Olivia Ade, a financial advisor at Ameriprise Financial Services, LLC, located at 6817 Southpoint Parkway in Jacksonville, Florida, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Olivia documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can securely access investments and track progress online from any device. To schedule a complimentary initial consultation or learn more about financial planning concepts, visit Olivia Ade's profile on FINRA's BrokerCheck website. With a commitment to helping clients achieve their financial goals, Olivia looks forward to meeting with you or your referrals soon. Please note that securities business is conducted only in states where Olivia is properly registered. Ameriprise Financial cannot guarantee future financial results, and users of the website are bound by Ameriprise Financial's rules and regulations. Member FINRA and SIPC.