Amanda Jean Darress – Ameriprise Financial Services, LLC
Financial markets can be full of uncertainty. In fact, lately, that’s probably the very best way to describe it. But here’s the good news: you can weather the unknown today and still reach your goals tomorrow. I understand my clients and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on the long term with confidence. Contact me for a complimentary initial consultation to discuss your financial goals.
Brian Holmes – Edward Jones Financial Advisor
Whether you are saving for a comfortable retirement, working to ensure your money will last in retirement or looking to leave a financial legacy to those you love, I will be there to help you by investing my time to identify what is important to you.
Chrissy Stephens – Omni Financial
As Finance Director, Chrissy Stephens is responsible for the financial & accounting well-being of the company. Graduate and lifetime alumni of Florida State University, Bachelor of Science in 2002, Florida Bright Future Scholar 1998-2002, South Trust Scholar 1998, a distinction of FSU Deans List. After graduating in 2002, Chrissy managed a highly visible retail chain where she learned corporate structure, strategy, and finance.
Danny Howes – East Coast Tax and Financial Planning
East Coast Tax and Financial Planning is full service tax, investment, and financial planning firm located on the Treasure Coast of Florida. Our mission is to provide families and businesses with innovative financial strategies, solutions, and planning. As Investment Advisors, East Coast Tax and Financial Planning has a fiduciary duty to act in the best interests of their clients at all times. Although we are located in Vero Beach, Fl. we are able service our clients all over the United States.
The DeCambra Financial Planning Group of Raymond James
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions and deliver a superior standard of service with every investment solution we present.
Treasure Coast Financial Planning
Treasure Coast Financial Planning, headquartered in Vero Beach, Florida, has been providing comprehensive wealth management services since 1996. The company became a SEC registered investment advisory firm in 2013. We are fiduciaries committed to objective financial advice free of conflicts of interest. We are paid only by our clients, and our fees are fully disclosed and transparent. We earn no commissions and accept no third-party fees. We take the time to understand our clients’ individual needs and goals. Our team approach allows us to bring together for each client our years of combined skills and experience.
Jake Benson – Vero Beach Global Advisors
We seek to understand a client’s objectives and capacity for risk. Then, we effectively manage the level of the risk/return through proper asset allocation.
Once we have a full understanding of each client’s unique situation, we build logically diversified portfolios using a global opportunity set of publicly traded securities that are vetted and then thoughtfully assembled using a fundamental valuation discipline.
Andrew M Streeter – Edward Jones
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Anderson Wealth Management
As an independent professional advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.