Broker Check

Our Advisors

Support Staff

Stephen  Cefalu

Stephen Cefalu

Jacksonville Office

904-380-4030

904-633-8759

Carolyn  Ford

Carolyn Ford

Jacksonville Office

904-380-4025

904-633-8759

Kristin  Gill

Kristin Gill

Jacksonville Office

904-380-4020

904-633-8759

Joseph  Turner

Joseph Turner

Jacksonville Office

904-380-4016

904-633-8759

Kari  Wright

Kari Wright

Boca Raton Office

561-869-6432

561-869-6439

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