Meet our Advisory Team

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

Emma Jones, CFP®, AFC®

Wealth Advisor

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

Michael Mikonis

Michael Mikonis, CFP®, RICP®

Wealth Advisor

Jacksonville, Naples – Downtown, Sarasota, Tampa

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples – Downtown

Merrick Estes

G. Merrick Estes, Jr.

Sr. Vice President

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

Anthony Flores

Regional Vice President

Brett Sperin

Brett Sperin

Regional Vice President

Sarasota, Tampa, Naples – Downtown

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Kimberly Maxwell

Client Development Associate

Atlanta, Naples – Downtown, Tampa, Sarasota

Lillian Patrikios

Sr. Client Service Specialist

Atlanta, Naples – Downtown, Tampa, Sarasota

Zachary Desjardins

Client Service Specialist

Tampa, Sarasota, Naples – Downtown

Nicholas Semko

Nicholas Semko, CFP^®, CRPC^®, CMFC^®

Managing Director, Channel Client Development

Sarasota, Naples – Downtown, Tampa

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