Broker Check

Your Team

Daniel Ciez

Financial Advisor

(904) 923-PLAN

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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...

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Christopher Cox, CFP®

Financial Advisor

(904) 923-PLAN

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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, CFP®

Operations Manager

(904) 923-PLAN

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After graduating from the University of Florida with a degree in Business Administration, and completing the Jacksonville Wealth Management internship program, Nick began his career in financial services...

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Melissa Pinelli

Client Services Manager

(904) 923-PLAN

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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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Tom Hockenbery, CFP®

Financial Advisor

(904) 373-0561

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:...

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Marion Allbright

Administrative Assistant

(904) 373-0561

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...

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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...

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Linda Cooper

Client Services Manager

(904) 923-PLAN

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

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