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Ciara, first born daughter of Dan & Kelly, graduated from Wake Forest University with a degree in economics and, after a few years of corporate work experience, has found her calling by officially joining our JaxWealth Team in 2025.
Ciara has always loved connecting with our JaxWealth Family. As a child, she greeted clients in the office and colored pictures for them. As a teenager, she helped plan our client events. Ciara became a Financial Advisor in 2026 and holds the following registrations and licenses through LPL Financial and Jacksonville Wealth Management, LLC:
- Series 7 General Securities Registered Representative
- Series 66 Uniform Combined Investment Advisor State Law
Ciara’s goal is to guide you toward your most favorable financial future, so you can spend more time doing what you love with the people you love.
Ciara and Will love to spend time with their daughter, Poppy, and their goldendoodle, Henry. They also love trying new restaurants, lounging by the water, and taking scenic drives.