The Aitken Group
(pictured l to r: Stuart Impey, Frank Stone, Chris Aitken, & Ken Tonning) Describe your practice. We provide financial consulting services to high net-worth families and institutions. Some of those services include financial planning strategies, portfolio management, customized asset allocation and banking services. We put the strength of our team and Bank of America Merrill [...]
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The Awad Wealth Management Group
Describe your practice The Awad Wealth Management Group is a “client focused” Wealth Management practice, dedicated and passionate about providing investment solutions, customized one client at a time. It is our goal, through a process of discovery, planning and scheduled review to ensure that each client is prepared not only for today’s financial challenges but [...]
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The Baggs Craft Dixon Powell Group
Describe your practice. Our wealth management team, which consists of three wealth advisors and two sales assistants, is committed to deliver unparalleled service to our clients. Our four-point branding message encompasses the twelve most important wealth management issues that most families need to address. 1. We work comprehensively with our clients’ wealth management plans. 2. [...]
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Bledsoe, Baker & Associates
Describe your practice. Bledsoe, Baker & Associates is a Wealth Management Advisory Team within Merrill Lynch that partners with their clients to assist them in developing and pursuing their life mission. Currently our team consists of ten professionals that assist in this effort. In addition to our five advisors we employ four Series 7 licensed [...]
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Camp, Kavalieros & Associates
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 [...]
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Collins Capital Management, Inc.
What makes your practice different from all the rest? We believe there is a permanent paradigm shift toward sustainability in all aspects of the global economy. Upon evaluation we felt it would be important to our clients to align ourselves with Impact investing. We felt compelled in 2010 to offer our clients the opportunity to [...]
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CPA Retirement Planning/Blueprinting Successful Retirements
What makes your practice different from the rest? Our mission is to help our clients achieve their financial dreams by providing the best financial advice, money management and service available in the world today. Our three core values are: integrity, which means our clients’ best interest always comes first; competence, which means we will always [...]
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Current/Sherman Group
Describe your practice. When you work with the Current/Sherman Group, you enter into a relationship based on mutual trust and respect. As a Wealth Management Advisory Team, we spend substantial time to develop a thorough understanding of who our clients are, how they think and what matters most to them. The relationship combines our financial [...]
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The Forbes & Thompson Wealth Management Group of Wells Fargo Advisors
(pictured:Tom Forbes & John Thompson) Describe your practice. We provide principled advice and in-depth, objective analysis for families with complex financial circumstances. We help our clients set reasonable objectives and assist them in meeting those objectives without undue sacrifice or risk. We partner with our clients’ legal and tax professionals to help ensure that each [...]
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The Jaffe Group at Morgan Stanley Smith Barney
(pictured: Diane Pauly, Bradley Zimmerman, Barbara Jaffe & Sanford Zimmerman) The Practice Senior Member of the Jaffe Group, Barbara Jaffe, became a financial advisor in 1978. The Jaffe Group was formed several years later in the mid 1980s and has been operating in Jacksonville since its inception. The members include Diane Pauly, who joined the [...]
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Krier Wealth Management
What makes your practice different from the rest? At Krier Wealth Management we deliver wealth management services with expertise, integrity and consistency, catering to individuals and businesses looking for customized solutions. We provide straight forward investment and planning advice. Our staff is comprised of seasoned veterans from various areas of the financial services industry. We [...]
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Life Planning Partners, Inc.
What makes your practice different from the rest? We have two major distinctions: First, our compensation is a flat retainer based on the complexity of your life, not on assets managed. As a fee only firm, we do not sell products, take referral fees, or receive compensation from any other sources. Our fees are comparable [...]
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Meinrod & Leeper Wealth Management
(pictured l to r: Karen Brown, Adam Meinrod, Paula Mathis, Chris Leeper, Lisa Mercado & Judy Smith) Describe your practice. From the time a client walks through the door, he or she understands that our entire focus is on solving the financial issues and concerns that keep them up at night. At the heart of [...]
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Merrill Lynch Wealth Management
Describe your practice. We strive to help clients pursue their specific financial goals with as little anxiety as possible. We provide white glove customer service all in the context of running a profitable business. Who is your ideal client? An individual or business that has accumulated assets but does not have the time, interest, and/or [...]
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The MGY Group at Morgan Stanley Smith Barney
(pictured: Asu Greer, Patrick Galloway, John McLaughlin, Frank Yong & Jennifer Napoli) Describe your practice. We believe that every client is unique and deserves a wealth management plan customized to meet their specific situation, as true wealth management is a long term endeavor that requires a meaningful relationship between financial advisors and their clients. We [...]
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Otterson Allison Wealth Management Group
(pictured standing l to r: John Schaefer & Norman Allison; seated: Patricia Otterson & Sherill Christopher) Describe your practice. Our practice has always emphasized fee based asset management for most of the clients we serve. Understanding the client’s needs, risk tolerance and objectives is critical to implementing a custom portfolio that will reflect their unique [...]
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The PRISM Group
PRISM Group’s Core Values Integrity: We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any conflicts of interest in providing our services. We respect our client’s confidentiality. Excellence: We provide our service to clients with uncompromising professionalism. [...]
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Retirement Strategies, Inc.
What makes your practice different from the rest? First, we listen. Then, as we understand our clients’ values and aspirations, we help them make smart choices about their money. Because our strategies are individually tailored, our clients are confident they’re making good choices about how to receive retirement income, minimize their income taxes, grow their [...]
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River Capital Advisors
What makes your practice different from the rest? We are different in a number of important ways. For over 13 years, River Capital Advisors, L.C. (“RCA”) has been providing individuals, businesses, and institutions independent, objective investment and financial advice on a fee-only basis. Our only source of compensation is from our clients. We are not [...]
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Sanchez Wealth Management Group
What makes your practice different from the rest? Sanchez Wealth helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. Through our Proactive Holistic Wealth Management Process, we organize your assets, insurance, liabilities and estate documents to help simplify, [...]
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