Describe your practice.
At Camp, Kavalieros & Associates, we provide financial planning strategies, customized portfolio advice, and attentive, personal banking for individuals, families and businesses. We foster close relationships with all our clients and work to understand the underlying motivation behind their financial objectives. By setting in place a clear, logical and achievable plan of action, we help clients pursue both their short and long term goals.
Who is your ideal client?
Our clients value an attentive and dedicated relationship with their advisor. We consider clients the CEO of their financial lives. They often position us as their CFO, who can analyze, formulate and communicate the actions required to successfully manage their financial strategy. Examples of such clients would include families trying to protect and grow their investments for current and future generations, and businesses looking for additional financial efficiency in their operations and dedicated service for their retirement plans.
Describe your customer service model.
Our client service model is at the core of our practice. We offer exceptional service, by maintaining consistent, personal contact with clients. We stay involved with the changes that impact their lives. This allows us to recommend adjustments to their strategy in a timely and effective manner, while delivering the full resources of Merrill Lynch.
Merrill Lynch
50 N. Laura St., Suite 3700
Jacksonville, FL 32202
Gray • 904.634.6045
Dimitri 904.634.6031
Dimitri A. Kavalieros, CFA®, CRPC®
Financial Advisor
Dimitri specializes in family wealth planning, personal and business retirement plans, and portfolio construction. He has worked in the financial services industry for over 10 years and joined Merrill Lynch as a Financial Advisor in 2004. Dimitri holds the Chartered Financial Analyst (CFA®) designation and the Chartered Retirement Plan Counselor (CRPC®) certification. He graduated from the University of Florida with a BS in Finance and a minor in Classical Studies. He currently serves on the board of directors for the CFA Society of Jacksonville and is an active supporter of the St. John’s Riverkeeper and the Dana-Farber Cancer Institute. Dimitri is a Jacksonville, FL native and he and his wife, Sara, live in Jacksonville with their son, Theodore.
Gray A. Camp
Wealth Management Advisor
Gray specializes in portfolio management, business financial services and private banking. He graduated from London Business School, earning an MBA with a concentration in finance, and Vanderbilt University with a BA in History. Prior to joining Merrill Lynch, Gray graduated from the U.S. Navy Supply Corps School and served as a U.S. Navy Officer, deploying throughout the Middle East and Pacific Rim on the guided missile cruiser, USS ANTIETAM (CG 54). Additionally, Gray has completed Merrill Lynch’s Certified Special Needs Advisor professional designation which gives him the ability to understand and address special needs issues and provide advice and ongoing assistance to each family situation. Gray and his wife, Elle, reside in Jacksonville with their children, Caroline, Will, Jack, Henry and Teddy.
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