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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples – Downtown, Orlando, Sarasota, Tampa

Ian Aguilar, CFP®

Wealth Advisor

Jacksonville

Jenn King, CFP®, RICP®

Wealth Advisor

Jacksonville

Jonathan N. Castle, MSFS

Sr. Wealth Advisor

Jacksonville

Josh Broadhurst, CFP®

Wealth Advisor

Jacksonville

Keith Huber

Sr. Director

Jacksonville, Boca Raton, Naples, Naples – Downtown, Orlando, Sarasota, Tampa

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Michelle Ash, CFP®, MSFS, RICP™

Sr. Wealth Advisor

Jacksonville

Scott Snider, CFP®, RICP®, CEPA, CRPC

Wealth Advisor

Jacksonville, Columbus

G. Merrick Estes, Jr.

Managing Partner Market Leader

Atlanta, Asheville, Charlotte, Raleigh, Durham, Boca Raton, Orlando, Jacksonville, Sarasota, Tampa, Franklin, Gallatin, Naples

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

Tony Bouton

Regional Vice President

Jacksonville, Boca Raton

Chris Anderson

Client Service Specialist

Jacksonville

Karen Rasmussen, FPQPTM

Operations Manager

Jacksonville

Theresa Nichols

Client Service Specialist

Jacksonville

Nikki Keophet

Client Service Specialist

Jacksonville

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Investing in Secondaries in Private Markets

Meet our Advisory Team

Search results for:

Emma Jones, CFP®, AFC®

Ian Aguilar, CFP®

Jenn King, CFP®, RICP®

Jonathan N. Castle, MSFS

Josh Broadhurst, CFP®

Keith Huber

Michael Mikonis, CFP®, RICP®

Michelle Ash, CFP®, MSFS, RICP™

Scott Snider, CFP®, RICP®, CEPA, CRPC

G. Merrick Estes, Jr.

Ted Panagiotopoulos

Tony Bouton

Chris Anderson

Karen Rasmussen, FPQPTM

Theresa Nichols

Nikki Keophet

Ready to get started?

Explore More

Investing in Secondaries in Private Markets

What Is a Qualified Charitable Distribution (QCD)?

Trump Accounts Explained: Rules, Benefits, and How to Get Started

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