Strategic asset allocation in Jacksonville, Florida

St. Nicholas Private Asset Management is a leading financial institution located at 6817 Southpoint Parkway in Jacksonville, Florida. Our team of experienced professionals specializes in providing personalized asset management services to high-net-worth individuals, families, and institutions. With a focus on building long-term relationships and delivering exceptional results, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage your wealth effectively.

The Prattos Jones Group at Morgan Stanley is a leading financial institution located in Jacksonville, Florida. With a prime location at 50 North Laura Street, this group offers a wide range of financial services to help clients achieve their goals and secure their financial future. Specializing in wealth management, investment strategies, and retirement planning, the experienced team at The Prattos Jones Group is dedicated to providing personalized solutions tailored to each client's unique needs. Trustworthy and reliable, this institution is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

French Capital Management, LLC is a reputable finance institution located at 13080 Silver Oak Drive in Jacksonville, Florida, United States. Specializing in wealth management and investment services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and expert guidance, we strive to provide our clients with the highest level of service and support. Contact us today to learn more about how French Capital Management, LLC can help you secure your financial future.

River Capital Advisors, L.C. is a leading financial institution located at 5011 Gate Parkway in Jacksonville, Florida, United States. Specializing in wealth management and investment advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn more about how River Capital Advisors, L.C. can help you secure your financial future.

Fleishel Financial is a finance institution located at 12443 San Jose Boulevard, Jacksonville, Florida, United States. Our unique Clarity and Confidence for Life® process allows our clients to focus on what matters most in life, such as family, health, spirituality, career, or hobbies, by providing them with peace of mind about the future. We specialize in helping families, executives, and business owners reach their financial goals through personalized financial planning services. Our in-depth discovery session helps us understand your current financial situation, risks, opportunities, and goals, so we can create a customized strategy to help you achieve your dreams.

Jax Wealth Advisors is a leading financial institution located at 3840 Belfort Road in Jacksonville, Florida. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Jax Wealth Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Congruent Wealth is a leading finance institution located at 7077 Bonneval Road in Jacksonville, Florida, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Congruent Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and integrity. Contact us today to learn more about how we can help you secure your financial future.

Kristin 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.

Parker Barriball - Morgan Stanley is a renowned finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. As a part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services including investment banking, wealth management, and asset management. With a team of experienced professionals, Parker Barriball - Morgan Stanley is dedicated to providing top-notch financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for the future, or manage your assets, this institution is committed to helping you achieve your financial goals.

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.

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.

Ellisor Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 6817 Southpoint Parkway in Jacksonville, Florida, United States. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution provides regular reviews and updates to adapt to life changes. They offer complimentary initial consultations to discuss retirement planning and other financial goals. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. Clients can explore the Retirement InteractiveSM tool to address common retirement concerns such as income sustainability and market fluctuations. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is committed to helping friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.

The KEYSTONE FINANCIAL STRATEGIES Group is a leading finance institution located at 50 North Laura Street in Jacksonville, Florida, United States. With a team of experienced financial experts, we offer a wide range of strategies and services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management solutions, our dedicated team is here to provide personalized guidance and support. Trust KEYSTONE FINANCIAL STRATEGIES Group to help you navigate the complex world of finance and secure a prosperous future.

Adam Klohr - Thrivent is a finance institution located at 4887 Belfort Road, Suite 109 in Jacksonville, Florida, United States. The institution is licensed in multiple states including AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV, WY. Thrivent Financial is a Fortune 500 Company that aims to help Christians make wise financial decisions and live generously. The Regional Development Director at Thrivent focuses on identifying, training, and mentoring individuals who share the organization's core values. Licensing information can be found on the State Insurance Department's website. Thrivent offers financial planning and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, while securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Capital Financial Strategies is a leading finance institution located at 10199 Southside Boulevard in Jacksonville, Florida. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we have the expertise and resources to guide you every step of the way. At Capital Financial Strategies, we prioritize customer satisfaction and strive to build long-lasting relationships based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.