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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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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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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