Team

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)

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

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...

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.

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...

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

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