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...

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...

As Client Services Manager for Jacksonville Wealth Management Linda enjoys helping clients...

Marion came to work with Tom in 2008 as his Administrative Assistant after 30 years of service with AT&T, retiring as a Network Engineer. Proud of being a Jacksonville native, Marion brings great people skills and operational expertise...

Tom joined Jacksonville Wealth Management in 2017 after a 39-year career as a solo Financial Advisor. He has been a CERTIFIED FINANCIAL PLANNER™ Certificant since 1988 and holds the following licenses and registrations:...