Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
SunTrust Private Wealth Management
SunTrust Private Wealth Management
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5211 S. Fletcher Avenue, Ste. 110
Amelia Island, FL 32034
Karen PerdueKaren Perdue
Work Phone: (904) 491-5969(904) 491-5969
(904) -(904) -
Member Since: 2012
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Edward Jones | Jodi Collins, Financial Advisor
Edward Jones | Jodi Collins, Financial Advisor
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463155 SR 200, Ste. 8
Yulee, FL 32097
Jodi CollinsJodi Collins
Work Phone: (904) 849-7722(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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Northwestern Mutual
Northwestern Mutual
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245 Riverside Avenue, Ste. 100
Jacksonville, FL 32202
Dallas Hempstead CLU®, CFP®, ChFC®, CASL®, RICP®Dallas Hempstead CLU®, CFP®, ChFC®, CASL®, RICP®
Work Phone: (904) 598-3614(904) 598-3614
(904) -(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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John Neff CFP®
John Neff CFP®
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Fernandina Beach, FL 32034
John NeffJohn Neff
Work Phone: (912) 844-1788(912) 844-1788
Member Since: 2018
We work with multiple outside money managers to bring sophisticated investment strategies within reach of everyday investors
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Edward Jones | Brian Henning, Financial Advisor
Edward Jones | Brian Henning, Financial Advisor
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95766 Amelia Concourse
Fernandina Beach, FL 32034
Brian HenningBrian Henning
Work Phone: (904) 261-9392(904) 261-9392
(904) -(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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River Capital Advisors, L.C. - Edward P. Schmitzer, CPA/PFS, CFP®
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®Edward P. Schmitzer, CPA/PFS, CFP®
Work Phone: (904) 398-2075(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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Edward Jones | Crystal Henning, AAMS®, Financial Advisor
Edward Jones | Crystal Henning, AAMS®, Financial Advisor
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4810 First Coast Hwy., Ste. 3
Fernandina Beach, FL 32034
Crystal HenningCrystal Henning
Work Phone: (904) 277-6756(904) 277-6756
Member Since: 2016
Edward Jones is a different kind of investment firm. To us, face time and think time make sense.
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Edward Jones | Steve Gibb, Financial Advisor
Edward Jones | Steve Gibb, Financial Advisor
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11 N. 4th Street
Fernandina Beach, FL 32034
Steve GibbSteve Gibb
Work Phone: (904) 277-2466(904) 277-2466
(800) 440-7544(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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Janney Montgomery Scott LLC | Steve Nicklas
Janney Montgomery Scott LLC | Steve Nicklas
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961687 Gateway Blvd., Ste. 101L
Fernandina Beach, FL 32034
Work Phone: (904) 572-0265(904) 572-0265
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Petros Estate and Retirement Planning
Petros Estate and Retirement Planning
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4655 Salisbury Rd. Ste 100
Jacksonville, FL 32256
Work Phone: (904) 824 5656(904) 824 5656
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MassMutual Southeast Coast
MassMutual Southeast Coast
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200 W. Forsyth St. Suite 600
Jacksonville, FL 32202
Brandon M. EarleBrandon M. Earle
Work Phone: (904) 997-2344(904) 997-2344
(904) 998-7300(904) 998-7300
Member Since: 2019
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Life Made to Order Financial, a Five Rings Financial Agency
Life Made to Order Financial, a Five Rings Financial Agency
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Fernandina Beach, FL 32034
Robert G. SimoneauRobert G. Simoneau
Work Phone: 603-496-9752603-496-9752
Member Since: 2019
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IRIS Financial Services, Thomas D. Foy, Jr. - Owner
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.Thomas D. Foy, Jr.
Work Phone: (904) 310-6886(904) 310-6886
(855) 411-4747(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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Davis Capital Management
Davis Capital Management
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4788 Hodges Blvd., Ste. 201
Jacksonville, FL 32224
Ron HeymannRon Heymann
Work Phone: (904) 223-0510(904) 223-0510
(904) -(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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Gold Tree Financial
Gold Tree Financial
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8596 Arlington Expressway
Jacksonville, FL 32211
Andrew WhitakerAndrew Whitaker
Work Phone: (904) 725-0556(904) 725-0556
(888) 720-0556(888) 720-0556
Member Since: 2018
We invite you to discover and experience the power of our services.
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