Broker Check

 904-923-PLAN (7526)

Team


Daniel Ciez

Financial Advisor

(904) 923-PLAN

Dan views his clients as an extension of his family and brings a passion for his people, their plans, and the management of their portfolios (click on name/picture for full bio)

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Christopher Cox, CFP®

Financial Advisor

(904) 923-PLAN

After graduating from the University of North Florida with a degree in Economics, Chris began his career in financial services.

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Nick Pinelli

Licensed Financial Paraplanner

(904) 923-PLAN

While working on his Business Administration degree at the University of Florida, Nick began the Jacksonville Wealth Management internship program. Upon graduation, Nick became a Licensed Financial Paraplanner and holds the following...

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Melissa Pinelli

Client Services Manager

(904) 923-PLAN

As Client Services Manager for Jax Wealth, Melissa supports and assists Clients with various types of paperwork, transfers, online tutorials, appointments, and any day to day service she can provide for our Clients.

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Ken Pence

Financial Advisor

(904) 545-4310

Since a family move to Jacksonville in 1961, Ken has always considered himself a Jacksonville native. After graduating from Fletcher High School in Jacksonville Beach, Ken attended Florida State University and then acquired a...

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Kelly Ciez

Client Service Liaison

(904) 923-PLAN

Kelly handles all the special client touches as well as marketing, client events, and other special functions (click on name/picture for full bio)

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Linda Cooper

Client Services Manager

(904) 923-PLAN

As Client Services Manager for Jacksonville Wealth Management Linda enjoys helping clients (click on name/picture for full bio)

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