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Our Financial Advisors Give Back

Serving as contributing members of our community is a cornerstone of our business. Our team members are recognized and respected for the many ways they have given back to both industry and community organizations. Our financial advisors have helped with non-profit fundraising activities, provided guidance on sustainable responsible investing and have served in leadership capacities in numerous organizations, both on the local and national level.

Organizations served:


  • CFA Society of Jacksonville
  • Estate Planning Council of Northeast Florida
  • Financial Planning Association of Northeast Florida
  • Financial Services Institute
  • Jacksonville Association of Insurance and Financial Advisors


  • Family Foundations
  • Mandarin Moose Lodge
  • Mandarin Rotary
  • Project SOS
  • University of North Florida Student Affairs Community Council
  • University of North Florida Financial Services Advisory Council
  • Tip Graham Memorial Ballpark
  • Desire Street Ministries
  • Wi$e Money Week

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