Distance Metro area (25 miles)
- 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
Rebecca Woodard (CRD# 2416645) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Holly Hill, FL and has over 23 years of experience in the finance industry.
Jane Eddy (CRD# 1617771) is an Investment Advisor Representative working with National Planning Corporation ("npc Of America" In Fl & Ny) in Ormond Beach, FL and has close to 30 years of experience in the finance industry. Jane assists and educates clients on non-traditional wealth strategies for building, accumulating and distributing assets efficiently. With so many unknown variables disrupting asset accumulation and distribution objectives, Jane uses strategies that not only directly reduce risk and taxes but put people, not institutions, in control of their wealth.
I'm a Financial Advisor and Accredited Investment Fiduciary specializing in retirement planning and wealth management strategies. I assist clients with developing a comprehensive financial plan and implementing customized strategies to put them on track for a successful retirement and keep them on track.
Laurie Taylor (CRD# 5141556) is an Investment Advisor Representative working at Anchor Group (Broker/Dealer National Planning Corporation "npc Of America" In Fl & Ny) in Ormond Beach, FL. She has worked in the financial services industry for over 9 years attaining comprehensive knowledge of banking, insurance, investments, and financial planning. She holds several Securities Licenses (Series 6,7,63,66,26) as well as the Florida Life, Health and Variable Annuities License.
Laurie is also a Certified Divorce Financial Analyst (CDFA™). She works with attorneys and their divorcing clients to determine...
James Buckley (CRD# 1625386) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Daytona Beach, FL and has over 16 years of experience in the finance industry. James Buckley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.