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Financial Services
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Name
City
SunTrust Private Wealth Management
_
5211 S. Fletcher Avenue, Ste. 110
Amelia Island
,
FL
32034
Karen Perdue
(904) 491-5969
(904) -
Member Since: 2012
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Edward Jones | Brian Henning, Financial Advisor
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95766 Amelia Concourse
Fernandina Beach
,
FL
32034
Brian Henning
(904) 261-9392
(904) -
Member Since: 2009
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Acorn Financial Advisory Services
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95233 Poplar Way
Fernandina Beach
,
FL
32034
Wayne Pampaloni
(904) 305-4425
Member Since: 2020
Wealth Management
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Prudential Financial
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701 San Marco Blvd. Suite 1901
Jacksonville
,
FL
32207
Mary Sterle
(904) 313-1246
Member Since: 2019
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Edward Jones | Steve Gibb, Financial Advisor
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11 N. 4th Street
Fernandina Beach
,
FL
32034
Steve Gibb
(904) 277-2466
(800) 440-7544
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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IRIS Financial Services, Thomas D. Foy, Jr. - Owner
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961687 Gateway Blvd., Ste. 201F
Fernandina Beach
,
FL
32034
Thomas D. Foy, Jr.
(904) 310-6886
(855) 411-4747
Member Since: 2012
IRIS Financial Services is focused on strategies in the area of financial planning (including estate planning & retirement income planning), investments and insurance.
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John Neff CFP®
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Fernandina Beach
,
FL
32034
John Neff
(912) 844-1788
Member Since: 2018
We are planners. We work with individuals, families, and businesses. We help you set financial goals, make the right choices, and get where you want to be. We can help you with both the pieces of the puzzle and fitting them all together.
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Edward Jones | Jodi Collins, AAMS, Financial Advisor
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463155 SR 200, Ste. 8
Yulee
,
FL
32097
Jodi Collins
(904) 849-7722
Member Since: 2018
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Life Made to Order Financial, a Five Rings Financial Agency
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Fernandina Beach
,
FL
32034
Robert G. Simoneau
603-496-9752
Member Since: 2019
You've got needs, we've got solutions. Living Benefits life insurance, retirement planning, college savings, and more!
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Western & Southern Life
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10151 Deerwood Park Blvd
Jacksonville
,
FL
32256 0566
Paul McMullan
904-343-9719
Member Since: 2020
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River Capital Advisors, L.C. - Edward P. Schmitzer, CPA/PFS, CFP®
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5011 Gate Pkwy., Bldg. 100, Ste. 300
Jacksonville
,
FL
32256
Edward P. Schmitzer, CPA/PFS, CFP®
(904) 398-2075
Member Since: 2010
River Capital Advisors, L.C. is an independent, fee-only financial planning and wealth management firm affiliated with the certified public accounting (CPA) firm of Smoak, Davis and Nixon, LLP.
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Davis Capital Management
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4788 Hodges Blvd., Ste. 201
Jacksonville
,
FL
32224
Ron Heymann
(904) 223-0510
(904) -
Member Since: 2013
Ron joined Davis Capital Management in 2013 as Executive Wealth Manager. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at
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Northwestern Mutual
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245 Riverside Avenue, Ste. 100
Jacksonville
,
FL
32202
Dallas Hempstead CLU®, CFP®, ChFC®, CASL®, RICP®
(904) 598-3614
(904) -
Member Since: 2004
The Products and services I provide are wealth management, with a wide array of brokerage options as well as fee based investment management, annuities, as well as world class insurance including Life, Health, Disability, and Long term Care insurance.
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Gold Tree Financial
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8596 Arlington Expressway
Jacksonville
,
FL
32211
Andrew Whitaker
(904) 725-0556
(888) 720-0556
Member Since: 2018
We invite you to discover and experience the power of our services.
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Janney Montgomery Scott LLC | Steve Nicklas
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961687 Gateway Blvd., Ste. 101L
Fernandina Beach
,
FL
32034
Steve Nicklas
(904) 572-0265
(904) 753-0236
Member Since: 2013
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