Financial Services

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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Mass Mutual Southeast Coast

200 W. Forsyth St. Suite 600
Jacksonville, FL 32202

Brandon M. Earle

(904) 997-2344

(904) 998-7300

Member Since: 2019

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Life Made to Order Financial, a Five Rings Financial Agency

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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Edward Jones | Brian Henning, Financial Advisor

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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Petros Financial Group

4655 Salisbury Rd. Ste 100
Jacksonville, FL 32256

(904) 824 5656

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Edward Jones | Crystal Henning, AAMS®, Financial Advisor

4810 First Coast Hwy., Ste. 3
Fernandina Beach, FL 32034

Crystal Henning

(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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Advance America

463797 State Road 200 Unit #2
Yulee, FL 32097

Lyntrell O'Neal

(904) 548-9942

Member Since: 2019

Easy and fast online cash advances, cash loans and more.

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River Capital Advisors, L.C. - Edward P. Schmitzer, CPA/PFS, CFP®

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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Northwestern Mutual

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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Janney Montgomery Scott LLC | Steve Nicklas

961687 Gateway Blvd., Ste. 101L
Fernandina Beach, FL 32034

Steve Nicklas

(904) 572-0265

(904) 753-0236

Member Since: 2013

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Edward Jones | Jodi Collins, Financial Advisor

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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Gold Tree Financial

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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IRIS Financial Services, Thomas D. Foy, Jr. - Owner

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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Prudential Financial

701 San Marco Blvd. Suite 1901
Jacksonville, FL 32207

Mary Sterle

(904) 313-1246

Member Since: 2019

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Davis Capital Management

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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Edward Jones | Steve Gibb, Financial Advisor

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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John Neff CFP®

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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