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Meet Our Financial Advisors


Capital Analysts of Jacksonville is a locally owned, independent full-service fee based financial planning, wealth management and employee benefits firm. Our team uses their extensive professional knowledge to design, implement and monitor customized plans for clients who value a high level of personal service and a long-term relationship. We serve a wide range of clients, including individuals, corporations, owners of closely-held businesses, executives, self-employed professionals, and families of exceptional wealth.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Today’s economic environment brings challenges, but also opportunities and potential rewards. Together with you, our advisors evaluate those opportunities and help position you to benefit from changing conditions. Our advisors' goal is to help you get your financial house on a solid foundation for the future.

As you scroll through our website, if you see something that prompts a question, please complete our question form, send us an email or call our office. We look forward to meeting you.



 

Mark A. Mouro, LUTCF, AIF®

Vice President, Financial Representative, Founding Shareholder

904-730-7433

904-448-5396

As Vice President and Shareholder of Capital Analysts of Jacksonville, Florida, Inc., Mark A. Mouro has contributed to the firm’s reputation by serving its clients with sound financial planning and advice for well over 20...

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Benjamin M. Wuerffel, CFP®, AIF®

President, Financial Advisor, Shareholder

904-730-7433

904-448-5396

As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc., Ben Wuerffel has extensive experience in comprehensive retirement planning, where he works alongside business owners and professionals, retired individuals...

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Clayton Thompson, CFP®, AIF®

Financial Advisor, Shareholder

(904) 730-7433

(904) 448-5396

As a Financial Advisor with Capital Analysts of Jacksonville, Florida, Inc, Clayton’s primary goal is to partner with his clients in all areas of their financial health. He is passionate about building strong and enduring...

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Christopher Gardner, CFA

Chief Investment Officer

904-730-7433

904-448-5396

Christopher Gardner serves as Chief Investment Officer for Capital Analysts of Jacksonville, Florida, Inc. In this role, Chris embraces the firm’s goal of providing unique, holistic financial solutions by creating and maintaining...

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Joseph Steward, CFP®

Financial Advisor, Director of Plan Design and Research

(904) 730-7433

(904) 448-5396

Joseph joined Capital Analysts of Jacksonville, Florida, Inc. as a Financial Advisor in September 2019. He specializes in providing comprehensive and modular financial planning services as part of the Plan Design and Research Team and...

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Bailey Wall

Associate Advisor

904-730-7433

904-448-5396

Bailey serves as an Associate Advisor for Capital Analysts of Jacksonville Florida, Inc.. In her current role, she is an integral part of our team, building individualized solutions for clients. After attending Appalachian State...

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Elaine Gavlinski is the Advisor Support/Insurance Operations Manager at Capital Analysts of Jacksonville, Florida, Inc., where she oversees the firm’s employee benefits and insurance operations and assists in the preparation of...

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Diana D. Alden is the Operations Manager at Capital Analysts of Jacksonville, Florida, Inc., where she oversees all securities transactions for the firm and supervises the support staff. Diana joined Capital Analysts in 1997. In...

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Sheryl P. Bordelon, CFP®

Client Service Associate

904-730-7433

904-448-5396

Sheryl P. Bordelon serves as Corporate Secretary, Financial Advisor, and Shareholder of Capital Analysts of Jacksonville, Florida, Inc., where she has developed and maintained the firm’s reputation for almost 30 years. In...

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As a Financial Advisor with Capital Analysts of Jacksonville, Mike brings over 14 years of experience in the financial services industry, working closely with clients. He brings a wealth of knowledge to the areas of financial planning...

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