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

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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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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...

Erika graduated from the University of Florida with a degree in Finance and began her career in financialservices in 2001. She joined JaxWealth in 2020 as a Client Services Associate. Having a passion for serving others, Erika has a...

A lifelong Jacksonville resident, Zach attended the University of North Florida, where he earned a Master of Business Administration degree in Finance and a Bachelor of Business Administration degree in Finance and Accounting...

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:...

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...

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...