Financial Advisor in Fleming Island, Florida

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Qualifications of Financial Advisor in Fleming Island

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Fleming Island, Florida
Financial Advisor Office Location Phone Number
Wealth Enhancement Group
Wealth Enhancement Group
165 Wells Rd,
Orange Park, FL  32073
(888) 236-7777
Joshua Keyes
Capital Financial Strategies
10199 Southside Blvd, Suite 200,
Jacksonville, FL  32256
(904) 530-0020
Steve Crossett
Edelman Financial Engines, LLC
4651 Sallsbury Road,
Jacksonville, FL  32256
(904) 642-3939
David H. Morgan MSFS, CEP®, CFF
R.E.A.P., Llc
4651 salisbury Road,
Jacksonville, FL  32256
(352) 433-6565
Dr.Jeff Camarda
Camarda Wealth Advisors, LLC
166 A1a,
Ponte Vedra Beach, FL  32082
(800) 262-1083
Tom McDermott
A.P.A. F L.
3010 3rd Street South,
Jacksonville, FL  32250
(904) 222-8491

Information on Qualified Financial Advisors in Fleming Island

Office Location 165 Wells Rd,
Suite 407,
Orange Park,
Phone Number (888) 2367777

Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance, and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.

Qualifications CRD# 6343100
FirmCRD# 31955
Series 7, 63, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly

Office Location 10199 Southside Blvd, Suite 200,
Phone Number (904) 5300020

Joshua A. Keyes, has been involved in the asset management and general finance business since 2014. He began his journey as a financial professional at Fidelity Investments where he held many roles as a trader. Additionally, Mr. Keyes worked as a Vice President of Wealth Management in the Jacksonville area for a Fee-only Fiduciary asset management institution and had also been employed as an Investment Consultant with, Bank of America Merrill Lynch. Josh is a Registered Representative and Investment Advisory Representative through Securian Financial Services, Inc. His securities registrations include series 7, 66, 63 and as well as the FL 215 Health & Life (Including Annuities & Variable Contracts) Insurance licenses. Mr. Keyes received his undergraduate degree in Sociology, graduating from Jacksonville University. He is also currently an active member of the United States Army Reserves. Other organizations Mr. Keyes has been affiliated with include: Wounded Warriors Project - Supporter; US Veterans Foundation - Supporter; Gratitude America - Supporter; National Association of Personal Financial Advisors  Member; Financial Planning Association - Member; Jacksonville University GOLD Phin Society - Member Josh's additional hobbies include golf and recreational target shooting. He is an advocate of charity golf events and most recently he attended the Nolan Carroll Foundation's 2018 Kids Classic event at Eagle Landing Golf Club in Orange Park, FL. This fundraiser was created to continue to help guide youth and bring more awareness to the foundation's overall mission.

About Capital Financial Strategies

We are a full-service financial firm serving North Florida and South Georgia and we serve our clients with a commitment to provide a positive client experience. As an independent firm, you benefit from working with an independently owned and operated firm with strong community ties and local relationships, while having access to the resources typical of much larger firms. This is because we are aligned with Securian Financial Services, Inc., a strong financial services firm with over 135 years of history in the financial services industry. Because of our relationship with Securian, we have the ability to provide the same level of service and products many of the large, captive firms do, but maintain a truly objective approach to our advice and recommendations. This is because we work with many different insurance and financial institutions, which allows us to provide you with the products and services that address your unique financial needs. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. We take a "hands-on" approach and embrace the opportunity to work with other professionals who may provide counsel in other areas of your life, such as attorneys and CPAs.

Qualifications CRD# 1977387
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 4651 Sallsbury Road,
Suite 400,
Phone Number (904) 6423939

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Qualifications CRD# 146512
FirmCRD# 146512
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 4651 salisbury Road,
Suite 400,
Phone Number (352) 4336565

David Morgan has decades of experience in the investment, retirement and estate planning industry advising individuals, professionals, and families in these matters. Able to work throughout the country with his team of advisers and professionals, he coordinates and insures a completely customized plan for all of your affairs: estate planning, financial, income, and tax. Certified Estate Planner (CEP®) Masters of Science in Financial Services (Certifications as Certified Annuity Specialist, Board Certified in Estate Planning, Board Certified in Asset Allocation, Certified Funds Specialist, Retirement Income Specialist) Certified Senior Advisor (CSA) Certified Financial Fiduciary (CFF) Registered Investment Advisor (RIA) firm Member of both the Better Business Bureau & National Ethics Association Paladin Member B.A., Indiana University, Honors Published: "Urban Land Use: Policy & Controls" Elder & active member of his church, avid sports and exercise enthusiast,father, and married to a wonderful wife. Strong advocate for the implementation and utilization of a multi-displinary and coordination of professional services. This comprehensive approach facilitates the protection, distribution, and preservation of your assets and the effectual transfer of your estate to your heirs.

About R.E.A.P., Llc

The REAP Companies (Retirement & Estate Advisors & Professionals, LLC) We at REAP, LLC. are proud to have helped many families and individuals over the years. Our firm uses a robust team approach to focus on retirement issues, estate planning needs and other various financial challenges. REAP is a professional firm designed to assist families in protecting their assets and maintaining their standard of living. The following is a partial list of services we provide: Asset Protection and Preservation Estate Tax Limitation or Reduction Wealth and Estate Transfer Planning Individual and Family Trust Planning Planning for Disability or Incompetence Capital Gains Tax Reduction Reduction of Taxes on Social Security Benefits Income Tax Reduction and Increasing Spendable Income Seminars Specializing in Estate, Income, Financial & Tax Advisory Issues Many families can better organize their estate, income, financial and tax affairs when they know about the many solutions that are available beyond what they are told by their stockbrokers, accountants and attorneys.

Qualifications CRD# 1321857
Series 65

Compensation/Fee I am a fee-only financial professional, Based on Assets

Office Location 166 A1a,
4371 Park Avenue (US 17), Suite 201,
Ponte Vedra Beach,
Phone Number (800) 2621083

Dr. Jeff Camarda, one of the Best Financial Advisors in America according to Barrons, has a lifelong passion for wealth creation and conservation. His motivation to become one of the nation's most heavily credentialed wealth professionals comes from his desire to build, protect, and pass on his own family fortune. Entirely self-made, Jeff has amassed substantial personal wealth using his investment, planning, & tax reduction skills. He safeguards this family wealth using the risk control strategies he's developed over decades, and nurtures and protects it for future generations using advanced trust, tax, asset protection and estate planning methods. He is especially passionate about applying these techniques for the clients Camarda Wealth serves. Guiding from successful personal experience, that's real wealth leadership. Besides the Barron's honors, Jeff's also been named one of WORTH Magazine's Top 250 advisors, and has been nationally recognized for decades. In addition to his PhD in financial and retirement planning, he's completed many financial education programs, including the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM®) curriculum. He also holds a Master's degree in financial planning (MSFS®), and the E.A. tax expert credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. Jeff's written hundreds of articles and financial reports, whitepapers, and guides, and publishes original financial content in print and video on a regular basis.

About Camarda Wealth Advisors, LLC

Camarda Wealth is nationally recognized and has been advising successful families and managing their portfolios for decades. Beyond CFA®-grade fiduciary fee-only portfolio management, Camarda offers highly credentialed expertise in tax, estate, asset protection, retirement income and other advanced planning. This rare combination of sophisticated knowledge can help families and business owners make and keep far more wealth than may be possible with less capable advisors. Firm leader Jeff Camarda, PhD, CFA®, E.A., has been repeatedly named by Barron's as one of the best financial advisors in America. Barron's calls ranked advisors like Jeff Camarda's the best people in the business and truly great financial advisors and says that they are accepted in the industry as the top 1% who set the highest standards of their profession. He led the successful fight to compel the CFP® Board to require honest disclosure of hidden commissions and other consumer pitfalls, had his advice featured in the Wall Street Journal for years, and quoted as a financial expert in the national press for decades. Camarda Wealth is A+ rated by the Better Business Bureau. Besides Barron's, Jeff and the firm have been regularly top-ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg's Wealth Manager, and others. Dr. Camarda's also an award-winning academic researcher, specializing in advisor education and professionalism, senior financial literacy, and value stock investing. His hobbies include boating, art and antiques. He is active in Boy Scouting at both the unit and regional board levels.

Qualifications CRD# 4369434
FirmCRD# 149414
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets

Office Location 3010 3rd Street South,
Suite A,
Phone Number (904) 2228491

TOM MCDERMOTT entered the insurance and financial industry in 1988. His desire and passion was to help others prepare for their long term income needs in retirement. He started in the little town of Cookeville, TN and was asked to move to Raleigh, NC a short time later to help with a struggling office. Tom accepted the challenge and turned the office around to be productive in a very short time. As a result of his hard work and his 'putting others first attitude,' he became one of the top five advisors with a national insurance company. In 1993, Tom decided to go independent. That meant Tom could always put the clients interest in front of a companys interest. This created an even better opportunity for his clients. The independence allowed him to become one of the top advisors in the nation. Tom, in addition to working with clients, also works with agents and advisors around the United States. He has been described as 'The Advisor to the Advisor.' Tom focuses on staying current with the issues and concerns that plague his clients. He has dedicated himself and his staff to staying current with issues and solutions available to better work with his clients. Tom has a team of attorneys and CPA's at his disposal to help with any legal and tax issue.

About A.P.A. F L.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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