Our Advisors

Bruce D. Chadbourne, Jr., CFP®

Orlando Office

407-916-9500 ext 4310

407-916-9501

[email protected]

Michael A. Cirino, CLU, ChFC^®, CBEC^®

Jacksonville Office

904-380-4023

904-633-8759

[email protected]

Alexander P. Harrison

Jacksonville Office

904-380-4015

904-633-8759

[email protected]

Taylor D. Lloyd

Jacksonville Office

904-380-4021

904-633-8759

[email protected]

James D. Neel

Jacksonville Office

904-380-4047

904-633-8759

[email protected]

Michael Sullum, CRPC^®

Boca Raton Office

561-869-6438

561-869-6439

[email protected]

Nathan F. Rogero, FSCP®, CRPS®

Jacksonville Office

904.380.4007

904.633.8759

[email protected]

Support Staff

Stephen Cefalu

Jacksonville Office

904-380-4030

904-633-8759

[email protected]

Carolyn Ford

Jacksonville Office

904-380-4025

904-633-8759

[email protected]

Kristin Gill

Jacksonville Office

904-380-4020

904-633-8759

[email protected]

Scott Patterson

Orlando Office

407-916-9500

407-916-9501

[email protected]

Joseph Turner

Jacksonville Office

904-380-4016

904-633-8759

[email protected]

Kari Wright

Boca Raton Office

561-869-6432

561-869-6439

[email protected]

Our combined team of financial specialists;
Have over 100 years of combined experience at one financial firm
Representative designations: CFP, ChFC, MBA, CLU, CRPC, RFC & CBEC
Assets under management in excess of $700m