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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Katherine Daughtry (CRD# 5087101) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 18 years of experience in the finance industry.
Frank Davis (CRD# 1576656) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gainesville, FL and has over 26 years of experience in the finance industry.
Matthew Davis (CRD# 6074489) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Gainesville, FL and has over 9 years of experience in the finance industry.
Robert Demasi (CRD# 1967640) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gainesville, FL and has over 33 years of experience in the finance industry.
James is the co-founder of Chacon Diaz & Di Virgilio, an independent Registered Investment Advisor (RIA) and fee-only fiduciary wealth management firm that works with clients across the United States. My firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.
When we created the firm, we sought to build an advisory experience that was solely and entirely focused on what was best for our clients. Today, that vision has made us a recognized leader and pioneer in our field. As an independent, fee-only, fiduciary wealth management...
Guillermo Diaz (CRD# 4879939) is an Investment Advisor Representative working at Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL and has over 19 years of experience in the finance industry.
Abigail Dicks (CRD# 6259125) is an Investment Advisor Representative working at Edward Jones in Lake City, FL and has over 5 years of experience in the finance industry.
Patrick Distaso (CRD# 2718890) is an Investment Advisor Representative working at Advice And Planning Services in Gainesville, FL and has over 28 years of experience in the finance industry.
Christopher Dodd (CRD# 3154397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.