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Michael Mikonis

Wealth Advisor

Michael Mikonis


Michael brings a different perspective to financial planning and client coaching as a result of having witnessed the difficulties his parents experienced in navigating the complexities of the financial system after relocating to the US from Europe. He approaches every client with advice as genuine as he would offer to his own parents. The most rewarding part of his job is addressing crucial questions like when one can retire and how to avoid running out of money and witnessing the sense of relief clients experience after reviewing their financial plans. Michael is a true advocate of his clients’ success and deeply values the trust they place in him. Michael holds a business management degree with a concentration in finance from Stony Brook University and is also a CERTIFIED FINANCIAL PLANNER® professional. In his spare time, Michael enjoys skiing, Florida beaches and traveling. He has explored 19 countries and counting.


10245 Centurion Pkwy N
Suite 106
Jacksonville, Florida 32256

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